OL
PDM

Optas LLC’s Piedmont Realty Trust PDM Stock Holding History

Optas LLC’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
Q3 		– Sell
-18,797
Closed -$137K – 412
2025
Q2 		$137K Buy
+18,797
New +$130K 0.03% 344
2025
Q1 		– Sell
-10,024
Closed -$91.7K – 334
2024
Q4 		$91.7K Hold
10,024
– – 0.02% 272
2024
Q3 		$101K Buy
+10,024
New +$89.3K 0.02% 239

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optas LLC's PDM Position: Q3 2025 in Review

Optas LLC sold out of Piedmont Realty Trust (PDM) in Q3 2025, closing a stake of 18,797 shares — an estimated $137K sold.

Optas LLC first reported a position in PDM in Q3 2024 and held it in 3 quarters. The position peaked at $137K in Q2 2025. 253 funds tracked by Wall St. Rank hold PDM as of Q3 2025.

  • Optas LLC reported no remaining Piedmont Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Optas LLC sold 18,797 Piedmont Realty Trust shares in Q3 2025, an estimated $137K.
  • Optas LLC first reported a position in Piedmont Realty Trust in Q3 2024 and held it in 3 quarters.
  • Optas LLC's Piedmont Realty Trust position peaked at $137K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2025.

Based on Optas LLC's 13F filing for Q3 2025, filed 15 Oct 2025.