Optima Capital’s Piedmont Realty Trust PDM Stock Holding History

Optima 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
2026 Q1	–	Sell	-135	Closed	-$1.13K	–	962
2025 Q4	$1.13K	Buy	+135	New	+$1.13K	﹤0.01%	916

Other funds holding PDM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $3.47B AUM 13.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Optima Capital's PDM Position: Q1 2026 in Review

Optima Capital sold out of Piedmont Realty Trust (PDM) in Q1 2026, closing a stake of 135 shares — an estimated $1.13K sold.

Optima Capital first reported a position in PDM in Q4 2025 and held it in 1 quarter. The position peaked at $1.13K in Q4 2025. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

Optima Capital reported no remaining Piedmont Realty Trust position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 135 Piedmont Realty Trust shares in Q1 2026, an estimated $1.13K.
Optima Capital first reported a position in Piedmont Realty Trust in Q4 2025 and held it in 1 quarter.
Optima Capital's Piedmont Realty Trust position peaked at $1.13K in Q4 2025.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.