I
PDM

InceptionR’s Piedmont Realty Trust PDM Stock Holding History

InceptionR’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
2025
Q4 		– Sell
-24,049
Closed -$216K – 811
2025
Q3 		$216K Buy
24,049
+1,774
+8% +$14.3K 0.05% 586
2025
Q2 		$162K Buy
+22,275
New +$154K 0.04% 586
2025
Q1 		– Sell
-12,763
Closed -$117K – 763
2024
Q4 		$117K Buy
+12,763
New +$124K 0.03% 581
2024
Q3 		– Sell
-44,876
Closed -$325K – 813
2024
Q2 		$325K Buy
44,876
+17,650
+65% +$123K 0.09% 390
2024
Q1 		$191K Buy
27,226
+13,454
+98% +$90.2K 0.05% 516
2023
Q4 		$97.9K Buy
+13,772
New +$83.2K 0.07% 330

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

InceptionR's PDM Position: Q4 2025 in Review

InceptionR sold out of Piedmont Realty Trust (PDM) in Q4 2025, closing a stake of 24,049 shares — an estimated $216K sold.

InceptionR first reported a position in PDM in Q4 2023 and held it in 6 quarters. The position peaked at $325K in Q2 2024. 248 funds tracked by Wall St. Rank hold PDM as of Q4 2025.

  • InceptionR reported no remaining Piedmont Realty Trust position as of Q4 2025 after selling out during the quarter.
  • InceptionR sold 24,049 Piedmont Realty Trust shares in Q4 2025, an estimated $216K.
  • InceptionR first reported a position in Piedmont Realty Trust in Q4 2023 and held it in 6 quarters.
  • InceptionR's Piedmont Realty Trust position peaked at $325K in Q2 2024.
  • 248 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.