Massachusetts Financial Services
PDM

Massachusetts Financial Services’s Piedmont Realty Trust PDM Stock Holding History

Massachusetts Financial Services’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 		$4.51M Sell
686,590
-18,247
-3% -$142K ﹤0.01% 762
2025
Q4 		$5.88M Sell
704,837
-23,319
-3% -$195K ﹤0.01% 737
2025
Q3 		$6.55M Sell
728,156
-394,333
-35% -$3.17M ﹤0.01% 703
2025
Q2 		$8.18M Buy
1,122,489
+47,856
+4% +$331K ﹤0.01% 688
2025
Q1 		$7.92M Sell
1,074,633
-13,733
-1% -$109K ﹤0.01% 673
2024
Q4 		$9.96M Buy
1,088,366
+18,858
+2% +$183K ﹤0.01% 652
2024
Q3 		$10.8M Buy
1,069,508
+344,694
+48% +$3.07M ﹤0.01% 635
2024
Q2 		$5.25M Buy
724,814
+24,325
+3% +$169K ﹤0.01% 682
2024
Q1 		$4.92M Buy
700,489
+120,430
+21% +$807K ﹤0.01% 669
2023
Q4 		$4.12M Buy
580,059
+302,859
+109% +$1.83M ﹤0.01% 673
2023
Q3 		$1.56M Sell
277,200
-10,620
-4% -$72.8K ﹤0.01% 745
2023
Q2 		$2.09M Sell
287,820
-6,779
-2% -$45.1K ﹤0.01% 703
2023
Q1 		$2.15M Sell
294,599
-183,719
-38% -$1.69M ﹤0.01% 709
2022
Q4 		$4.39M Buy
+478,318
New +$4.72M ﹤0.01% 664

Other funds holding PDM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Massachusetts Financial Services's PDM Position: Q1 2026 in Review

Massachusetts Financial Services reduced its Piedmont Realty Trust (PDM) stake by 2.6% in Q1 2026, selling an estimated $142K and leaving 686,590 shares worth $4.51M. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Massachusetts Financial Services first reported a position in PDM in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.8M in Q3 2024. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • Massachusetts Financial Services held 686,590 shares of Piedmont Realty Trust worth $4.51M as of Q1 2026.
  • Massachusetts Financial Services sold 18,247 Piedmont Realty Trust shares in Q1 2026, an estimated $142K.
  • Piedmont Realty Trust made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q1 2026, its #762 holding.
  • Massachusetts Financial Services first reported a position in Piedmont Realty Trust in Q4 2022 and has held it in 14 quarters since.
  • Massachusetts Financial Services's Piedmont Realty Trust position peaked at $10.8M in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.