JG
PDM

Jefferies Group’s Piedmont Realty Trust PDM Stock Holding History

Jefferies Group’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 		$182K Buy
+17,198
New +$216K ﹤0.01% 1381
2020
Q1 		– Sell
-14,811
Closed -$329K – 2514
2019
Q4 		$329K Sell
14,811
-14,739
-50% -$317K ﹤0.01% 2032
2019
Q3 		$617K Buy
29,550
+8,485
+40% +$171K ﹤0.01% 1766
2019
Q2 		$420K Sell
21,065
-2,177
-9% -$44.9K ﹤0.01% 1755
2019
Q1 		$485K Buy
23,242
+550
+2% +$10.8K ﹤0.01% 1603
2018
Q4 		$387K Buy
22,692
+10,333
+84% +$188K ﹤0.01% 1564
2018
Q3 		$234K Sell
12,359
-5,012
-29% -$98.8K ﹤0.01% 2020
2018
Q2 		$346K Sell
17,371
-5,773
-25% -$107K ﹤0.01% 1791
2018
Q1 		$407K Sell
23,144
-79,709
-77% -$1.47M ﹤0.01% 1614
2017
Q4 		$2.02M Buy
102,853
+62,462
+155% +$1.24M 0.01% 992
2017
Q3 		$814K Buy
40,391
+23,880
+145% +$487K 0.01% 1385
2017
Q2 		$348K Sell
16,511
-12,461
-43% -$269K ﹤0.01% 1795
2017
Q1 		$619K Sell
28,972
-4,754
-14% -$103K ﹤0.01% 1507
2016
Q4 		$705K Buy
33,726
+20,711
+159% +$418K ﹤0.01% 1450
2016
Q3 		$283K Sell
13,015
-8,865
-41% -$190K ﹤0.01% 1830
2016
Q2 		$471K Sell
21,880
-12,402
-36% -$252K ﹤0.01% 1473
2016
Q1 		$696K Sell
34,282
-11,367
-25% -$212K ﹤0.01% 1294
2015
Q4 		$862K Buy
45,649
+24,099
+112% +$461K ﹤0.01% 1235
2015
Q3 		$386K Sell
21,550
-7,193
-25% -$129K ﹤0.01% 1629
2015
Q2 		$506K Sell
28,743
-1,762
-6% -$31.3K ﹤0.01% 1563
2015
Q1 		$568K Sell
30,505
-16,801
-36% -$317K ﹤0.01% 1320
2014
Q4 		$891K Buy
47,306
+16,187
+52% +$305K 0.01% 1028
2014
Q3 		$549K Buy
31,119
+10,240
+49% +$196K ﹤0.01% 1289
2014
Q2 		$395K Buy
+20,879
New +$383K ﹤0.01% 1376

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
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

Jefferies Group's PDM Position: Q3 2022 in Review

Jefferies Group opened a new position in Piedmont Realty Trust (PDM) in Q3 2022: 17,198 shares worth $182K. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings. This is a return to the name: Jefferies Group previously reported a position in PDM as recently as Q4 2019.

Jefferies Group first reported a position in PDM in Q2 2014 and has held it in 24 quarters since. The position peaked at $2.02M in Q4 2017. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2022.

  • Jefferies Group held 17,198 shares of Piedmont Realty Trust worth $182K as of Q3 2022.
  • Piedmont Realty Trust was a new Jefferies Group position in Q3 2022.
  • Piedmont Realty Trust made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1381 holding.
  • Jefferies Group first reported a position in Piedmont Realty Trust in Q2 2014 and has held it in 24 quarters since.
  • Jefferies Group's Piedmont Realty Trust position peaked at $2.02M in Q4 2017.
  • 244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.