HFA
PDM

Hoover Financial Advisors’s Piedmont Realty Trust PDM Stock Holding History

Hoover Financial Advisors’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$5K Hold
260
– – ﹤0.01% 545
2021
Q1 		$5K Hold
260
– – ﹤0.01% 493
2020
Q4 		$4K Buy
+260
New +$3.83K ﹤0.01% 474

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hoover Financial Advisors's PDM Position: Q2 2021 in Review

Hoover Financial Advisors held its Piedmont Realty Trust (PDM) position steady in Q2 2021 at 260 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Hoover Financial Advisors first reported a position in PDM in Q4 2020 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold PDM as of Q2 2021.

  • Hoover Financial Advisors held 260 shares of Piedmont Realty Trust worth $5K as of Q2 2021.
  • Hoover Financial Advisors left its Piedmont Realty Trust share count unchanged in Q2 2021.
  • Piedmont Realty Trust made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #545 holding.
  • Hoover Financial Advisors first reported a position in Piedmont Realty Trust in Q4 2020 and has held it in 3 quarters since.
  • 242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.