Kestra Investment Management
PDM icon

Kestra Investment Management’s Piedmont Realty Trust PDM Stock Holding History

Kestra Investment 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
-551
Closed -$4.02K – 661
2025
Q2 		$4.02K Hold
551
– – ﹤0.01% 612
2025
Q1 		$4.06K Buy
+551
New +$4.36K ﹤0.01% 702

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Kestra Investment Management's PDM Position: Q3 2025 in Review

Kestra Investment Management sold out of Piedmont Realty Trust (PDM) in Q3 2025, closing a stake of 551 shares — an estimated $4.02K sold.

Kestra Investment Management first reported a position in PDM in Q1 2025 and held it in 2 quarters. The position peaked at $4.06K in Q1 2025. 253 funds tracked by Wall St. Rank hold PDM as of Q3 2025.

  • Kestra Investment Management reported no remaining Piedmont Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 551 Piedmont Realty Trust shares in Q3 2025, an estimated $4.02K.
  • Kestra Investment Management first reported a position in Piedmont Realty Trust in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Piedmont Realty Trust position peaked at $4.06K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.