JWCA
PDM

J.W. Cole Advisors’s Piedmont Realty Trust PDM Stock Holding History

J.W. Cole 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
2026
Q1 		– Sell
-12,973
Closed -$108K – 1276
2025
Q4 		$108K Sell
12,973
-967
-7% -$8.07K ﹤0.01% 1374
2025
Q3 		$125K Sell
13,940
-2,153
-13% -$17.3K ﹤0.01% 1482
2025
Q2 		$117K Hold
16,093
– – ﹤0.01% 1399
2025
Q1 		$119K Buy
+16,093
New +$127K ﹤0.01% 1197
2020
Q4 		– Sell
-38,060
Closed -$516K – 814
2020
Q3 		$516K Buy
+38,060
New +$590K 0.04% 412

Other funds holding PDM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

J.W. Cole Advisors's PDM Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2026, closing a stake of 12,973 shares — an estimated $108K sold.

J.W. Cole Advisors first reported a position in PDM in Q3 2020 and held it in 5 quarters. The position peaked at $516K in Q3 2020. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Piedmont Realty Trust position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 12,973 Piedmont Realty Trust shares in Q1 2026, an estimated $108K.
  • J.W. Cole Advisors first reported a position in Piedmont Realty Trust in Q3 2020 and held it in 5 quarters.
  • J.W. Cole Advisors's Piedmont Realty Trust position peaked at $516K in Q3 2020.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.