Institute for Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Institute for Wealth Management’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 Q3	–	Sell	-17,019	Closed	-$223K	–	507
2022 Q2	$223K	Buy	+17,019	New	+$256K	0.04%	467
2014 Q4	–	Sell	-5,076	Closed	-$91K	–	48
2014 Q3	$91K	Hold	5,076	–	–	0.09%	39
2014 Q2	$96K	Hold	5,076	–	–	0.08%	40
2014 Q1	$87K	Hold	5,076	–	–	0.07%	52
2013 Q4	$84K	Sell	5,076 -1,076	-17%	-$18.6K	0.06%	53
2013 Q3	$107K	Sell	6,152 -13,286	-68%	-$237K	0.07%	39
2013 Q2	$348K	Buy	+19,438	New	+$378K	0.28%	31

Other funds holding PDM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Institute for Wealth Management's PDM Position: Q3 2022 in Review

Institute for Wealth Management sold out of Piedmont Realty Trust (PDM) in Q3 2022, closing a stake of 17,019 shares — an estimated $223K sold.

Institute for Wealth Management first reported a position in PDM in Q2 2013 and held it in 7 quarters. The position peaked at $348K in Q2 2013. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2022.

Institute for Wealth Management reported no remaining Piedmont Realty Trust position as of Q3 2022 after selling out during the quarter.
Institute for Wealth Management sold 17,019 Piedmont Realty Trust shares in Q3 2022, an estimated $223K.
Institute for Wealth Management first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 7 quarters.
Institute for Wealth Management's Piedmont Realty Trust position peaked at $348K in Q2 2013.
244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.