LDR Capital Management’s Piedmont Realty Trust PDM Stock Holding History

LDR Capital 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
2023 Q1	–	Sell	-189,840	Closed	-$1.74M	–	38
2022 Q4	$1.74M	Buy	189,840 +30,544	+19%	+$302K	0.95%	24
2022 Q3	$1.68M	Buy	159,296 +40,196	+34%	+$505K	0.85%	29
2022 Q2	$1.56M	Sell	119,100 -10,800	-8%	-$163K	0.65%	33
2022 Q1	$2.24M	Buy	+129,900	New	+$2.28M	0.7%	37
2021 Q2	–	Sell	-26,307	Closed	-$457K	–	41
2021 Q1	$457K	Buy	+26,307	New	+$444K	0.35%	20

Other funds holding PDM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LDR Capital Management's PDM Position: Q1 2023 in Review

LDR Capital Management sold out of Piedmont Realty Trust (PDM) in Q1 2023, closing a stake of 189,840 shares — an estimated $1.74M sold.

LDR Capital Management first reported a position in PDM in Q1 2021 and held it in 5 quarters. The position peaked at $2.24M in Q1 2022. 255 funds tracked by Wall St. Rank hold PDM as of Q1 2023.

LDR Capital Management reported no remaining Piedmont Realty Trust position as of Q1 2023 after selling out during the quarter.
LDR Capital Management sold 189,840 Piedmont Realty Trust shares in Q1 2023, an estimated $1.74M.
LDR Capital Management first reported a position in Piedmont Realty Trust in Q1 2021 and held it in 5 quarters.
LDR Capital Management's Piedmont Realty Trust position peaked at $2.24M in Q1 2022.
255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2023.

Based on LDR Capital Management's 13F filing for Q1 2023, filed 10 May 2023.