NC
PDM

NinePointTwo Capital’s Piedmont Realty Trust PDM Stock Holding History

NinePointTwo Capital’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
2022
Q4 		– Sell
-21,461
Closed -$226K – 237
2022
Q3 		$226K Sell
21,461
-10,258
-32% -$129K 0.09% 145
2022
Q2 		$416K Buy
+31,719
New +$477K 0.15% 57

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

NinePointTwo Capital's PDM Position: Q4 2022 in Review

NinePointTwo Capital sold out of Piedmont Realty Trust (PDM) in Q4 2022, closing a stake of 21,461 shares — an estimated $226K sold.

NinePointTwo Capital first reported a position in PDM in Q2 2022 and held it in 2 quarters. The position peaked at $416K in Q2 2022. 260 funds tracked by Wall St. Rank hold PDM as of Q4 2022.

  • NinePointTwo Capital reported no remaining Piedmont Realty Trust position as of Q4 2022 after selling out during the quarter.
  • NinePointTwo Capital sold 21,461 Piedmont Realty Trust shares in Q4 2022, an estimated $226K.
  • NinePointTwo Capital first reported a position in Piedmont Realty Trust in Q2 2022 and held it in 2 quarters.
  • NinePointTwo Capital's Piedmont Realty Trust position peaked at $416K in Q2 2022.
  • 260 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2022.

Based on NinePointTwo Capital's 13F filing for Q4 2022, filed 14 Feb 2023.