IA
PDM

IndexIQ Advisors’s Piedmont Realty Trust PDM Stock Holding History

IndexIQ 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
2022
Q1 		$1.04M Sell
60,481
-3,484
-5% -$61.2K 0.04% 274
2021
Q4 		$1.18M Sell
63,965
-6,714
-9% -$123K 0.04% 275
2021
Q3 		$1.23M Sell
70,679
-4,152
-6% -$75.6K 0.04% 279
2021
Q2 		$1.38M Buy
74,831
+3,879
+5% +$72.2K 0.05% 252
2021
Q1 		$1.23M Buy
70,952
+13,738
+24% +$232K 0.04% 245
2020
Q4 		$928K Buy
57,214
+638
+1% +$9.39K 0.03% 244
2020
Q3 		$767K Sell
56,576
-7,296
-11% -$113K 0.03% 224
2020
Q2 		$1.06M Sell
63,872
-10,016
-14% -$167K 0.05% 197
2020
Q1 		$1.3M Buy
73,888
+6,031
+9% +$130K 0.06% 189
2019
Q4 		$1.51M Buy
+67,857
New +$1.46M 0.05% 183

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return