Jacobs Levy Equity Management
PDM icon

Jacobs Levy Equity Management’s Piedmont Realty Trust PDM Stock Holding History

Jacobs Levy Equity 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
2025
Q3 		– Sell
-24,127
Closed -$176K – 1077
2025
Q2 		$176K Buy
+24,127
New +$167K ﹤0.01% 998
2023
Q2 		– Sell
-350,760
Closed -$2.56M – 1054
2023
Q1 		$2.56M Sell
350,760
-392,933
-53% -$3.61M 0.02% 532
2022
Q4 		$6.82M Sell
743,693
-157,211
-17% -$1.55M 0.05% 344
2022
Q3 		$9.51M Sell
900,904
-436,702
-33% -$5.48M 0.08% 263
2022
Q2 		$17.5M Sell
1,337,606
-78,748
-6% -$1.19M 0.14% 187
2022
Q1 		$24.4M Buy
1,416,354
+808,595
+133% +$14.2M 0.16% 153
2021
Q4 		$11.2M Buy
607,759
+81,242
+15% +$1.49M 0.07% 280
2021
Q3 		$9.18M Buy
526,517
+14,118
+3% +$257K 0.06% 314
2021
Q2 		$9.46M Buy
512,399
+42,155
+9% +$785K 0.06% 305
2021
Q1 		$8.17M Sell
470,244
-194,235
-29% -$3.28M 0.06% 329
2020
Q4 		$10.8M Buy
664,479
+165,151
+33% +$2.43M 0.09% 245
2020
Q3 		$6.78M Sell
499,328
-61,534
-11% -$953K 0.07% 283
2020
Q2 		$9.32M Buy
560,862
+10,943
+2% +$183K 0.1% 229
2020
Q1 		$9.71M Buy
+549,919
New +$11.9M 0.12% 186
2019
Q1 		– Sell
-60,100
Closed -$1.02M – 1015
2018
Q4 		$1.02M Buy
+60,100
New +$1.09M 0.02% 591
2018
Q2 		– Sell
-63,300
Closed -$1.11M – 1075
2018
Q1 		$1.11M Buy
+63,300
New +$1.17M 0.02% 612
2017
Q4 		– Sell
-114,000
Closed -$2.3M – 1047
2017
Q3 		$2.3M Buy
114,000
+31,800
+39% +$649K 0.04% 412
2017
Q2 		$1.73M Buy
+82,200
New +$1.78M 0.04% 462
2016
Q1 		– Sell
-49,600
Closed -$936K – 1166
2015
Q4 		$936K Sell
49,600
-141,587
-74% -$2.71M 0.02% 455
2015
Q3 		$3.42M Sell
191,187
-1,330
-0.7% -$23.8K 0.07% 261
2015
Q2 		$3.39M Sell
192,517
-1,300
-0.7% -$23.1K 0.06% 280
2015
Q1 		$3.61M Buy
+193,817
New +$3.65M 0.06% 278

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $3.8B AUM 23.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management's PDM Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Piedmont Realty Trust (PDM) in Q3 2025, closing a stake of 24,127 shares — an estimated $176K sold.

Jacobs Levy Equity Management first reported a position in PDM in Q1 2015 and held it in 22 quarters. The position peaked at $24.4M in Q1 2022. 253 funds tracked by Wall St. Rank hold PDM as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Piedmont Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 24,127 Piedmont Realty Trust shares in Q3 2025, an estimated $176K.
  • Jacobs Levy Equity Management first reported a position in Piedmont Realty Trust in Q1 2015 and held it in 22 quarters.
  • Jacobs Levy Equity Management's Piedmont Realty Trust position peaked at $24.4M in Q1 2022.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.