MPM
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Meritage Portfolio Management’s Piedmont Realty Trust PDM Stock Holding History

Meritage Portfolio 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
Q2 		– Sell
-309,147
Closed -$2.26M – 353
2023
Q1 		$2.26M Buy
+309,147
New +$2.84M 0.17% 157
2020
Q4 		– Sell
-167,986
Closed -$2.28M – 266
2020
Q3 		$2.28M Sell
167,986
-17,149
-9% -$266K 0.2% 132
2020
Q2 		$3.08M Buy
185,135
+31,156
+20% +$520K 0.3% 96
2020
Q1 		$2.72M Sell
153,979
-4,562
-3% -$98.3K 0.37% 79
2019
Q4 		$3.53M Buy
158,541
+1,191
+0.8% +$25.6K 0.31% 111
2019
Q3 		$3.29M Buy
157,350
+3,217
+2% +$64.9K 0.31% 98
2019
Q2 		$3.07M Sell
154,133
-99,973
-39% -$2.06M 0.31% 116
2019
Q1 		$5.3M Buy
254,106
+10,729
+4% +$211K 0.54% 62
2018
Q4 		$4.15M Sell
243,377
-17,728
-7% -$322K 0.47% 81
2018
Q3 		$4.94M Buy
261,105
+74,400
+40% +$1.47M 0.45% 102
2018
Q2 		$3.72M Sell
186,705
-18,115
-9% -$336K 0.36% 124
2018
Q1 		$3.6M Buy
204,820
+87,930
+75% +$1.62M 0.35% 121
2017
Q4 		$2.29M Buy
+116,890
New +$2.33M 0.22% 152

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Meritage Portfolio Management's PDM Position: Q2 2023 in Review

Meritage Portfolio Management sold out of Piedmont Realty Trust (PDM) in Q2 2023, closing a stake of 309,147 shares — an estimated $2.26M sold.

Meritage Portfolio Management first reported a position in PDM in Q4 2017 and held it in 13 quarters. The position peaked at $5.3M in Q1 2019. 246 funds tracked by Wall St. Rank hold PDM as of Q2 2023.

  • Meritage Portfolio Management reported no remaining Piedmont Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Meritage Portfolio Management sold 309,147 Piedmont Realty Trust shares in Q2 2023, an estimated $2.26M.
  • Meritage Portfolio Management first reported a position in Piedmont Realty Trust in Q4 2017 and held it in 13 quarters.
  • Meritage Portfolio Management's Piedmont Realty Trust position peaked at $5.3M in Q1 2019.
  • 246 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2023.

Based on Meritage Portfolio Management's 13F filing for Q2 2023, filed 31 Jul 2023.