Northwestern Mutual Wealth Management
PDM

Northwestern Mutual Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Northwestern Mutual 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
2025
Q4 		– Sell
-476
Closed -$4.28K – 4191
2025
Q3 		$4.28K Sell
476
-174
-27% -$1.4K ﹤0.01% 3191
2025
Q2 		$4.74K Hold
650
– – ﹤0.01% 3040
2025
Q1 		$4.79K Hold
650
– – ﹤0.01% 2961
2024
Q4 		$5.95K Hold
650
– – ﹤0.01% 2904
2024
Q3 		$6.57K Buy
+650
New +$5.79K ﹤0.01% 2828
2020
Q2 		– Sell
-22
Closed – – 2606
2020
Q1 		$0 Sell
22
-1,378
-98% -$29.7K ﹤0.01% 2702
2019
Q4 		$31K Buy
1,400
+484
+53% +$10.4K ﹤0.01% 1610
2019
Q3 		$19K Hold
916
– – ﹤0.01% 1751
2019
Q2 		$18K Sell
916
-248
-21% -$5.12K ﹤0.01% 1765
2019
Q1 		$24K Buy
1,164
+248
+27% +$4.88K ﹤0.01% 1640
2018
Q4 		$16K Hold
916
– – ﹤0.01% 1678
2018
Q3 		$17K Hold
916
– – ﹤0.01% 1736
2018
Q2 		$18K Hold
916
– – ﹤0.01% 1638
2018
Q1 		$16K Hold
916
– – ﹤0.01% 1611
2017
Q4 		$18K Buy
+916
New +$18.2K ﹤0.01% 1543
2017
Q1 		– Sell
-90
Closed -$2K – 2295
2016
Q4 		$2K Buy
+90
New +$1.82K ﹤0.01% 2056
2016
Q3 		– Sell
-364
Closed -$8K – 2285
2016
Q2 		$8K Buy
364
+304
+507% +$6.17K ﹤0.01% 1444
2016
Q1 		$1K Buy
+60
New +$1.12K ﹤0.01% 2023
2014
Q1 		– Sell
-504
Closed -$8K – 1416
2013
Q4 		$8K Buy
+504
New +$8.72K ﹤0.01% 963

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwestern Mutual Wealth Management's PDM Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of Piedmont Realty Trust (PDM) in Q4 2025, closing a stake of 476 shares — an estimated $4.28K sold.

Northwestern Mutual Wealth Management first reported a position in PDM in Q4 2013 and held it in 19 quarters. The position peaked at $31K in Q4 2019. 248 funds tracked by Wall St. Rank hold PDM as of Q4 2025.

  • Northwestern Mutual Wealth Management reported no remaining Piedmont Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 476 Piedmont Realty Trust shares in Q4 2025, an estimated $4.28K.
  • Northwestern Mutual Wealth Management first reported a position in Piedmont Realty Trust in Q4 2013 and held it in 19 quarters.
  • Northwestern Mutual Wealth Management's Piedmont Realty Trust position peaked at $31K in Q4 2019.
  • 248 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.