MSG
PDM

Main Street Group’s Piedmont Realty Trust PDM Stock Holding History

Main Street Group’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
Q2 		$10.6K Hold
1,157
– – ﹤0.01% 542
2026
Q1 		$7.6K Buy
+1,157
New +$9K ﹤0.01% 577
2025
Q4 		– Sell
-155
Closed -$1.4K – 449
2025
Q3 		$1.4K Hold
155
– – ﹤0.01% 705
2025
Q2 		$1.13K Sell
155
-1,052
-87% -$7.27K ﹤0.01% 681
2025
Q1 		$8.9K Buy
1,207
+1,052
+679% +$8.33K ﹤0.01% 511
2024
Q4 		$1.42K Sell
155
-16,698
-99% -$162K ﹤0.01% 675
2024
Q3 		$170K Sell
16,853
-448
-3% -$3.99K 0.07% 112
2024
Q2 		$123K Sell
17,301
-1,052
-6% -$7.31K 0.05% 141
2024
Q1 		$124K Buy
18,353
+448
+3% +$3K 0.05% 159
2023
Q4 		$127K Buy
+17,905
New +$108K 0.04% 199

Other funds holding PDM

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return