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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Asset Management's PDM Position: Q3 2025 in Review

Jupiter Asset Management sold out of Piedmont Realty Trust (PDM) in Q3 2025, closing a stake of 78,987 shares — an estimated $576K sold.

Jupiter Asset Management first reported a position in PDM in Q3 2020 and held it in 9 quarters. The position peaked at $8.67M in Q4 2020. 253 funds tracked by Wall St. Rank hold PDM as of Q3 2025.

Jupiter Asset Management reported no remaining Piedmont Realty Trust position as of Q3 2025 after selling out during the quarter.
Jupiter Asset Management sold 78,987 Piedmont Realty Trust shares in Q3 2025, an estimated $576K.
Jupiter Asset Management first reported a position in Piedmont Realty Trust in Q3 2020 and held it in 9 quarters.
Jupiter Asset Management's Piedmont Realty Trust position peaked at $8.67M in Q4 2020.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2025.

Based on Jupiter Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.