Laurel Wealth Advisors (North Carolina)’s Piedmont Realty Trust PDM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2026 Q1	–	Sell	-1,068	Closed	-$8.91K	–	500
2025 Q4	$8.91K	Buy	+1,068	New	+$8.92K	﹤0.01%	495
2025 Q2	–	Sell	-1,068	Closed	-$7.87K	–	525
2025 Q1	$7.87K	Hold	1,068	–	–	﹤0.01%	495
2024 Q4	$9.77K	Hold	1,068	–	–	﹤0.01%	490
2024 Q3	$10.8K	Hold	1,068	–	–	﹤0.01%	455
2024 Q2	$7.74K	Hold	1,068	–	–	﹤0.01%	448
2024 Q1	$7.51K	Hold	1,068	–	–	﹤0.01%	464
2023 Q4	$7.59K	Hold	1,068	–	–	﹤0.01%	422
2023 Q3	$6K	Hold	1,068	–	–	﹤0.01%	439
2023 Q2	$7.76K	Hold	1,068	–	–	﹤0.01%	425
2023 Q1	$7.8K	Hold	1,068	–	–	﹤0.01%	423
2022 Q4	$9.79K	Hold	1,068	–	–	﹤0.01%	383
2022 Q3	$11K	Hold	1,068	–	–	﹤0.01%	380
2022 Q2	$14K	Hold	1,068	–	–	﹤0.01%	365
2022 Q1	$18K	Hold	1,068	–	–	﹤0.01%	355
2021 Q4	$20K	Hold	1,068	–	–	﹤0.01%	345
2021 Q3	$19K	Hold	1,068	–	–	﹤0.01%	345
2021 Q2	$20K	Hold	1,068	–	–	﹤0.01%	379
2021 Q1	$19K	Hold	1,068	–	–	﹤0.01%	359
2020 Q4	$17K	Hold	1,068	–	–	﹤0.01%	365
2020 Q3	$14K	Buy	1,068 +534	+100%	+$8.27K	﹤0.01%	357
2020 Q2	$9K	Hold	534	–	–	﹤0.01%	386
2020 Q1	$9K	Hold	534	–	–	﹤0.01%	374
2019 Q4	$12K	Hold	534	–	–	﹤0.01%	379
2019 Q3	$11K	Hold	534	–	–	﹤0.01%	376
2019 Q2	$11K	Hold	534	–	–	﹤0.01%	369
2019 Q1	$11K	Hold	534	–	–	﹤0.01%	360
2018 Q4	$9K	Buy	+534	New	+$9.71K	﹤0.01%	367

Other funds holding PDM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PDM Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Piedmont Realty Trust (PDM) in Q1 2026, closing a stake of 1,068 shares — an estimated $8.91K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PDM in Q4 2018 and held it in 27 quarters. The position peaked at $20K in Q4 2021. 254 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Piedmont Realty Trust position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,068 Piedmont Realty Trust shares in Q1 2026, an estimated $8.91K.
Laurel Wealth Advisors (North Carolina) first reported a position in Piedmont Realty Trust in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Piedmont Realty Trust position peaked at $20K in Q4 2021.
254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.