KIM
PDM

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

Kestrel 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
2020
Q2 		– Sell
-337,150
Closed -$5.95M – 44
2020
Q1 		$5.95M Sell
337,150
-12,950
-4% -$279K 4.61% 4
2019
Q4 		$7.79M Sell
350,100
-11,500
-3% -$248K 3.63% 8
2019
Q3 		$7.55M Sell
361,600
-1,500
-0.4% -$30.3K 3.75% 7
2019
Q2 		$7.24M Sell
363,100
-4,200
-1% -$86.7K 3.42% 10
2019
Q1 		$7.66M Sell
367,300
-5,800
-2% -$114K 3.54% 6
2018
Q4 		$6.36M Sell
373,100
-10,900
-3% -$198K 3.2% 9
2018
Q3 		$7.27M Buy
+384,000
New +$7.57M 2.95% 13

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestrel Investment Management's PDM Position: Q2 2020 in Review

Kestrel Investment Management sold out of Piedmont Realty Trust (PDM) in Q2 2020, closing a stake of 337,150 shares — an estimated $5.95M sold.

Kestrel Investment Management first reported a position in PDM in Q3 2018 and held it in 7 quarters. The position peaked at $7.79M in Q4 2019. 235 funds tracked by Wall St. Rank hold PDM as of Q2 2020.

  • Kestrel Investment Management reported no remaining Piedmont Realty Trust position as of Q2 2020 after selling out during the quarter.
  • Kestrel Investment Management sold 337,150 Piedmont Realty Trust shares in Q2 2020, an estimated $5.95M.
  • Kestrel Investment Management first reported a position in Piedmont Realty Trust in Q3 2018 and held it in 7 quarters.
  • Kestrel Investment Management's Piedmont Realty Trust position peaked at $7.79M in Q4 2019.
  • 235 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2020.

Based on Kestrel Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.