JIP
PDM

Jaffetilchin Investment Partners’s Piedmont Realty Trust PDM Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-213
Closed -$2.15K – 1023
2024
Q3 		$2.15K Buy
+213
New +$1.9K ﹤0.01% 1170

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State Street
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jaffetilchin Investment Partners's PDM Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Piedmont Realty Trust (PDM) in Q4 2024, closing a stake of 213 shares — an estimated $2.15K sold.

Jaffetilchin Investment Partners first reported a position in PDM in Q3 2024 and held it in 1 quarter. The position peaked at $2.15K in Q3 2024. 255 funds tracked by Wall St. Rank hold PDM as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Piedmont Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 213 Piedmont Realty Trust shares in Q4 2024, an estimated $2.15K.
  • Jaffetilchin Investment Partners first reported a position in Piedmont Realty Trust in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Piedmont Realty Trust position peaked at $2.15K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.