LC
PDM

Lindbrook Capital’s Piedmont Realty Trust PDM Stock Holding History

Lindbrook Capital’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
Q1 		$25.1K Sell
3,405
-107
-3% -$847 ﹤0.01% 1261
2024
Q4 		$32.1K Sell
3,512
-110
-3% -$1.07K ﹤0.01% 1015
2024
Q3 		$36.6K Buy
3,622
+2
+0.1% +$18 ﹤0.01% 962
2024
Q2 		$26.2K Buy
3,620
+944
+35% +$6.56K ﹤0.01% 1093
2024
Q1 		$18.8K Buy
2,676
+1,499
+127% +$10K ﹤0.01% 1246
2023
Q4 		$8.37K Sell
1,177
-484
-29% -$2.92K ﹤0.01% 1640
2023
Q3 		$9.34K Sell
1,661
-1,650
-50% -$11.3K ﹤0.01% 1453
2023
Q2 		$24.1K Buy
3,311
+553
+20% +$3.68K ﹤0.01% 992
2023
Q1 		$20.1K Buy
2,758
+2,220
+413% +$20.4K ﹤0.01% 1063
2022
Q4 		$4.93K Buy
538
+517
+2,462% +$5.11K ﹤0.01% 1831
2022
Q3 		$0 Sell
21
-539
-96% -$6.77K ﹤0.01% 2839
2022
Q2 		$7K Buy
560
+506
+937% +$7.62K ﹤0.01% 1423
2022
Q1 		$1K Buy
+54
New +$948 ﹤0.01% 2324
2020
Q2 		– Sell
-57
Closed -$1K – 1847
2020
Q1 		$1K Buy
+57
New +$1.23K ﹤0.01% 1525

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lindbrook Capital's PDM Position: Q1 2025 in Review

Lindbrook Capital reduced its Piedmont Realty Trust (PDM) stake by 3% in Q1 2025, selling an estimated $847 and leaving 3,405 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Lindbrook Capital first reported a position in PDM in Q1 2020 and has held it in 14 quarters since. The position peaked at $36.6K in Q3 2024. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2025.

  • Lindbrook Capital held 3,405 shares of Piedmont Realty Trust worth $25.1K as of Q1 2025.
  • Lindbrook Capital sold 107 Piedmont Realty Trust shares in Q1 2025, an estimated $847.
  • Piedmont Realty Trust made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1261 holding.
  • Lindbrook Capital first reported a position in Piedmont Realty Trust in Q1 2020 and has held it in 14 quarters since.
  • Lindbrook Capital's Piedmont Realty Trust position peaked at $36.6K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.