Novare Capital Management’s Piedmont Realty Trust PDM Stock Holding History

Novare Capital 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 Q2	–	Sell	-11,383	Closed	-$74.8K	–	214
2026 Q1	$74.8K	Sell	11,383 -2,300	-17%	-$17.9K	0.01%	195
2025 Q4	$114K	Hold	13,683	–	–	0.01%	195
2025 Q3	$123K	Hold	13,683	–	–	0.01%	193
2025 Q2	$99.8K	Hold	13,683	–	–	0.01%	197
2025 Q1	$101K	Hold	13,683	–	–	0.01%	188
2024 Q4	$125K	Hold	13,683	–	–	0.01%	186
2024 Q3	$138K	Hold	13,683	–	–	0.01%	190
2024 Q2	$99.2K	Hold	13,683	–	–	0.01%	187
2024 Q1	$96.2K	Hold	13,683	–	–	0.01%	183
2023 Q4	$97.3K	Hold	13,683	–	–	0.01%	168
2023 Q3	$76.9K	Hold	13,683	–	–	0.01%	167
2023 Q2	$99.5K	Hold	13,683	–	–	0.01%	171
2023 Q1	$99.9K	Hold	13,683	–	–	0.01%	169
2022 Q4	$125K	Hold	13,683	–	–	0.01%	174
2022 Q3	$144K	Hold	13,683	–	–	0.02%	165
2022 Q2	$180K	Hold	13,683	–	–	0.02%	161
2022 Q1	$236K	Hold	13,683	–	–	0.03%	163
2021 Q4	$251K	Buy	+13,683	New	+$251K	0.03%	150

Other funds holding PDM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Novare Capital Management's PDM Position: Q2 2026 in Review

Novare Capital Management sold out of Piedmont Realty Trust (PDM) in Q2 2026, closing a stake of 11,383 shares — an estimated $74.8K sold.

Novare Capital Management first reported a position in PDM in Q4 2021 and held it in 18 quarters. The position peaked at $251K in Q4 2021. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Novare Capital Management reported no remaining Piedmont Realty Trust position as of Q2 2026 after selling out during the quarter.
Novare Capital Management sold 11,383 Piedmont Realty Trust shares in Q2 2026, an estimated $74.8K.
Novare Capital Management first reported a position in Piedmont Realty Trust in Q4 2021 and held it in 18 quarters.
Novare Capital Management's Piedmont Realty Trust position peaked at $251K in Q4 2021.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.