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New Age Alpha Advisors’s Piedmont Realty Trust PDM Stock Holding History

New Age Alpha Advisors’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
Q2 		– Sell
-9,669
Closed -$71.3K – 943
2025
Q1 		$71.3K Buy
+9,669
New +$76.5K ﹤0.01% 782

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

New Age Alpha Advisors's PDM Position: Q2 2025 in Review

New Age Alpha Advisors sold out of Piedmont Realty Trust (PDM) in Q2 2025, closing a stake of 9,669 shares — an estimated $71.3K sold.

New Age Alpha Advisors first reported a position in PDM in Q1 2025 and held it in 1 quarter. The position peaked at $71.3K in Q1 2025. 263 funds tracked by Wall St. Rank hold PDM as of Q2 2025.

  • New Age Alpha Advisors reported no remaining Piedmont Realty Trust position as of Q2 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 9,669 Piedmont Realty Trust shares in Q2 2025, an estimated $71.3K.
  • New Age Alpha Advisors first reported a position in Piedmont Realty Trust in Q1 2025 and held it in 1 quarter.
  • New Age Alpha Advisors's Piedmont Realty Trust position peaked at $71.3K in Q1 2025.
  • 263 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2025.

Based on New Age Alpha Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.