LTFS
PDM

Ladenburg Thalmann Financial Services’s Piedmont Realty Trust PDM Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$1.93M Buy
86,946
+1,235
+1% +$26.6K 0.01% 891
2019
Q3 		$1.79M Sell
85,711
-602
-0.7% -$12.2K 0.01% 871
2019
Q2 		$1.72M Sell
86,313
-2,029
-2% -$41.9K 0.01% 884
2019
Q1 		$1.84M Sell
88,342
-1,867
-2% -$36.7K 0.01% 813
2018
Q4 		$1.54M Buy
90,209
+9,828
+12% +$179K 0.01% 798
2018
Q3 		$1.52M Sell
80,381
-14,706
-15% -$290K 0.01% 869
2018
Q2 		$1.67M Hold
95,087
– – 0.02% 772
2018
Q1 		$1.67M Buy
95,087
+295
+0.3% +$5.45K 0.02% 772
2017
Q4 		$1.86M Sell
94,792
-30,723
-24% -$612K 0.02% 729
2017
Q3 		$2.53M Sell
125,515
-12,372
-9% -$252K 0.03% 533
2017
Q2 		$2.91M Sell
137,887
-3,299
-2% -$71.3K 0.03% 449
2017
Q1 		$3.02M Buy
141,186
+1,717
+1% +$37.2K 0.04% 418
2016
Q4 		$2.92M Buy
139,469
+18,299
+15% +$369K 0.04% 395
2016
Q3 		$2.63M Buy
121,170
+4,279
+4% +$91.9K 0.04% 411
2016
Q2 		$2.5M Buy
116,891
+2,995
+3% +$60.8K 0.04% 391
2016
Q1 		$2.29M Buy
113,896
+20,072
+21% +$374K 0.04% 390
2015
Q4 		$1.77M Sell
93,824
-1,349
-1% -$25.8K 0.03% 463
2015
Q3 		$1.7M Sell
95,173
-29,824
-24% -$533K 0.04% 439
2015
Q2 		$2.2M Sell
124,997
-5,776
-4% -$103K 0.04% 402
2015
Q1 		$2.44M Buy
130,773
+16,753
+15% +$316K 0.05% 370
2014
Q4 		$2.15M Buy
114,020
+6,266
+6% +$118K 0.05% 335
2014
Q3 		$1.9M Sell
107,754
-5,627
-5% -$108K 0.05% 300
2014
Q2 		$2.15M Sell
113,381
-17,543
-13% -$322K 0.06% 278
2014
Q1 		$2.25M Sell
130,924
-9,499
-7% -$159K 0.07% 241
2013
Q4 		$2.32M Sell
140,423
-5,998
-4% -$104K 0.07% 227
2013
Q3 		$2.54M Sell
146,421
-11,475
-7% -$205K 0.09% 184
2013
Q2 		$2.83M Buy
+157,896
New +$3.07M 0.1% 169

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PDM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Piedmont Realty Trust (PDM) stake by 1.4% in Q4 2019, buying an estimated $26.6K and bringing the position to 86,946 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #891.

Ladenburg Thalmann Financial Services first reported a position in PDM in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.02M in Q1 2017. 254 funds tracked by Wall St. Rank hold PDM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 86,946 shares of Piedmont Realty Trust worth $1.93M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,235 Piedmont Realty Trust shares in Q4 2019, an estimated $26.6K.
  • Piedmont Realty Trust made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #891 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Piedmont Realty Trust in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Piedmont Realty Trust position peaked at $3.02M in Q1 2017.
  • 254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.