JAM
PDM

Jupiter Asset Management’s Piedmont Realty Trust PDM Stock Holding History

Jupiter Asset 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
-78,987
Closed -$576K – 517
2025
Q2 		$576K Sell
78,987
-6,382
-7% -$44.1K ﹤0.01% 393
2025
Q1 		$629K Sell
85,369
-13,177
-13% -$104K 0.01% 385
2024
Q4 		$902K Buy
+98,546
New +$958K 0.01% 340
2022
Q1 		– Sell
-314,008
Closed -$5.79M – 593
2021
Q4 		$5.79M Buy
314,008
+265,243
+544% +$4.86M 0.06% 246
2021
Q3 		$849K Sell
48,765
-93,639
-66% -$1.7M 0.01% 429
2021
Q2 		$2.63M Sell
142,404
-340,883
-71% -$6.34M 0.03% 370
2021
Q1 		$8.39M Sell
483,287
-50,400
-9% -$850K 0.08% 234
2020
Q4 		$8.67M Sell
533,687
-100,773
-16% -$1.48M 0.09% 242
2020
Q3 		$8.6M Buy
+634,460
New +$9.83M 0.09% 232

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return