Mariner

Mariner’s Piedmont Realty Trust PDM Stock Holding History

Mariner’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 Q4	–	Sell	-18,491	Closed	-$166K	–	3734
2025 Q3	$166K	Sell	18,491 -4,410	-19%	-$35.5K	﹤0.01%	3239
2025 Q2	$167K	Buy	22,901 +6,546	+40%	+$45.2K	﹤0.01%	3110
2025 Q1	$121K	Buy	16,355 +2,201	+16%	+$17.4K	﹤0.01%	3144
2024 Q4	$130K	Buy	14,154 +130	+0.9%	+$1.26K	﹤0.01%	3124
2024 Q3	$142K	Sell	14,024 -380	-3%	-$3.39K	﹤0.01%	3019
2024 Q2	$104K	Buy	+14,404	New	+$100K	﹤0.01%	2948
2023 Q3	–	Sell	-11,309	Closed	-$82.2K	–	2992
2023 Q2	$82.2K	Sell	11,309 -3,471	-23%	-$23.1K	﹤0.01%	2664
2023 Q1	$108K	Buy	+14,780	New	+$136K	﹤0.01%	2566
2019 Q3	–	Sell	-40,086	Closed	-$799K	–	944
2019 Q2	$799K	Buy	40,086 +4,834	+14%	+$99.7K	0.01%	584
2019 Q1	$735K	Sell	35,252 -1,049	-3%	-$20.6K	0.01%	567
2018 Q4	$619K	Sell	36,301 -15,576	-30%	-$283K	0.01%	528
2018 Q3	$982K	Sell	51,877 -295	-0.6%	-$5.81K	0.03%	416
2018 Q2	$1.04M	Buy	+52,172	New	+$968K	0.03%	386

Other funds holding PDM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

LSV Asset Management

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

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

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management

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