PP
PDM

Paloma Partners’s Piedmont Realty Trust PDM Stock Holding History

Paloma Partners’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
2021
Q3 		– Sell
-14,377
Closed -$265K – 1690
2021
Q2 		$265K Buy
+14,377
New +$268K ﹤0.01% 1383
2021
Q1 		– Sell
-18,475
Closed -$300K – 2283
2020
Q4 		$300K Sell
18,475
-23,952
-56% -$353K 0.01% 1169
2020
Q3 		$576K Buy
42,427
+18,185
+75% +$282K 0.01% 1069
2020
Q2 		$402K Buy
+24,242
New +$405K 0.01% 1329
2020
Q1 		– Sell
-51,412
Closed -$1.14M – 1862
2019
Q4 		$1.14M Buy
51,412
+27,949
+119% +$602K 0.02% 879
2019
Q3 		$490K Buy
+23,463
New +$474K 0.01% 1177
2019
Q2 		– Sell
-23,495
Closed -$490K – 2081
2019
Q1 		$490K Buy
23,495
+3,073
+15% +$60.5K 0.01% 1087
2018
Q4 		$348K Sell
20,422
-3,053
-13% -$55.5K 0.01% 810
2018
Q3 		$444K Buy
+23,475
New +$463K 0.01% 1076
2017
Q4 		– Sell
-21,731
Closed -$438K – 2195
2017
Q3 		$438K Sell
21,731
-18,169
-46% -$371K 0.01% 1606
2017
Q2 		$841K Buy
+39,900
New +$863K 0.01% 1283
2016
Q4 		– Sell
-15,900
Closed -$346K – 2096
2016
Q3 		$346K Buy
15,900
+3,055
+24% +$65.6K ﹤0.01% 1573
2016
Q2 		$276K Sell
12,845
-32,456
-72% -$659K ﹤0.01% 1810
2016
Q1 		$920K Buy
45,301
+2,731
+6% +$50.9K 0.02% 921
2015
Q4 		$804K Buy
42,570
+32,169
+309% +$615K 0.02% 766
2015
Q3 		$186K Buy
+10,401
New +$186K ﹤0.01% 1475
2015
Q1 		– Sell
-22,500
Closed -$423K – 1377
2014
Q4 		$423K Buy
+22,500
New +$424K 0.02% 732
2014
Q3 		– Sell
-10,277
Closed -$195K – 1229
2014
Q2 		$195K Buy
+10,277
New +$188K 0.01% 978
2013
Q4 		– Sell
-49,752
Closed -$864K – 1151
2013
Q3 		$864K Buy
49,752
+32,817
+194% +$587K 0.03% 376
2013
Q2 		$303K Buy
+16,935
New +$329K 0.02% 648

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Paloma Partners's PDM Position: Q3 2021 in Review

Paloma Partners sold out of Piedmont Realty Trust (PDM) in Q3 2021, closing a stake of 14,377 shares — an estimated $265K sold.

Paloma Partners first reported a position in PDM in Q2 2013 and held it in 20 quarters. The position peaked at $1.14M in Q4 2019. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2021.

  • Paloma Partners reported no remaining Piedmont Realty Trust position as of Q3 2021 after selling out during the quarter.
  • Paloma Partners sold 14,377 Piedmont Realty Trust shares in Q3 2021, an estimated $265K.
  • Paloma Partners first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 20 quarters.
  • Paloma Partners's Piedmont Realty Trust position peaked at $1.14M in Q4 2019.
  • 240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2021.

Based on Paloma Partners's 13F filing for Q3 2021, filed 15 Nov 2021.