MWM
PDM

Modern Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Modern Wealth 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
2026
Q1 		$272K Buy
42,002
+35
+0.1% +$272 ﹤0.01% 750
2025
Q4 		$350K Hold
41,967
– – 0.01% 637
2025
Q3 		$378K Hold
41,967
– – 0.01% 574
2025
Q2 		$306K Sell
41,967
-1,612
-4% -$11.1K 0.01% 605
2025
Q1 		$321K Sell
43,579
-3,043
-7% -$24.1K 0.01% 508
2024
Q4 		$427K Buy
46,622
+3,869
+9% +$37.6K 0.02% 388
2024
Q3 		$432K Sell
42,753
-27,283
-39% -$243K 0.03% 271
2024
Q2 		$508K Buy
+70,036
New +$487K 0.04% 219

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