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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

IndexIQ Advisors's PDM Position: Q1 2022 in Review

IndexIQ Advisors reduced its Piedmont Realty Trust (PDM) stake by 5.4% in Q1 2022, selling an estimated $61.2K and leaving 60,481 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #274.

IndexIQ Advisors first reported a position in PDM in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.51M in Q4 2019. 242 funds tracked by Wall St. Rank hold PDM as of Q1 2022.

IndexIQ Advisors held 60,481 shares of Piedmont Realty Trust worth $1.04M as of Q1 2022.
IndexIQ Advisors sold 3,484 Piedmont Realty Trust shares in Q1 2022, an estimated $61.2K.
Piedmont Realty Trust made up 0.04% of IndexIQ Advisors's portfolio in Q1 2022, its #274 holding.
IndexIQ Advisors first reported a position in Piedmont Realty Trust in Q4 2019 and has held it in 10 quarters since.
IndexIQ Advisors's Piedmont Realty Trust position peaked at $1.51M in Q4 2019.
242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.