Orion Portfolio Solutions’s Piedmont Realty Trust PDM Stock Holding History

Orion Portfolio Solutions’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 Q1	$864K	Buy	117,282 +59,561	+103%	+$471K	0.01%	1164
2024 Q4	$528K	Sell	57,721 -5,687	-9%	-$55.3K	0.01%	1328
2024 Q3	$640K	Sell	63,408 -1,645	-3%	-$14.7K	0.01%	1240
2024 Q2	$472K	Buy	65,053 +3,495	+6%	+$24.3K	0.01%	1291
2024 Q1	$433K	Sell	61,558 -3,323	-5%	-$22.3K	﹤0.01%	1330
2023 Q4	$472K	Sell	64,881 -5,666	-8%	-$34.2K	0.01%	1232
2023 Q3	$396K	Buy	70,547 +14,355	+26%	+$98.5K	﹤0.01%	1287
2023 Q2	$409K	Buy	56,192 +1,828	+3%	+$12.2K	﹤0.01%	1289
2023 Q1	$397K	Buy	+54,364	New	+$499K	﹤0.01%	1231
2020 Q4	–	Sell	-10,677	Closed	-$145K	–	503
2020 Q3	$145K	Buy	10,677 +8,398	+368%	+$130K	0.01%	433
2020 Q2	$38K	Hold	2,279	–	–	﹤0.01%	774
2020 Q1	$40K	Sell	2,279 -2,133	-48%	-$46K	﹤0.01%	641
2019 Q4	$98K	Buy	+4,412	New	+$95K	0.01%	426

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Orion Portfolio Solutions's PDM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Piedmont Realty Trust (PDM) stake by 103% in Q1 2025, buying an estimated $471K and bringing the position to 117,282 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #1164.

Orion Portfolio Solutions first reported a position in PDM in Q4 2019 and has held it in 13 quarters since. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2025.

Orion Portfolio Solutions held 117,282 shares of Piedmont Realty Trust worth $864K as of Q1 2025.
Orion Portfolio Solutions bought 59,561 Piedmont Realty Trust shares in Q1 2025, an estimated $471K.
Piedmont Realty Trust made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1164 holding.
Orion Portfolio Solutions first reported a position in Piedmont Realty Trust in Q4 2019 and has held it in 13 quarters since.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.