Pflug Koory’s Piedmont Realty Trust PDM Stock Holding History

Pflug Koory’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	$30.7K	Hold	4,676	–	–	0.01%	258
2025 Q4	$39K	Hold	4,676	–	–	0.02%	233
2025 Q3	$42.1K	Hold	4,676	–	–	0.02%	232
2025 Q2	$34.1K	Hold	4,676	–	–	0.02%	245
2025 Q1	$34.5K	Hold	4,676	–	–	0.02%	242
2024 Q4	$42.8K	Hold	4,676	–	–	0.02%	233
2024 Q3	$47.2K	Buy	+4,676	New	+$41.7K	0.02%	235
2024 Q1	$32.9K	Hold	4,676	–	–	0.02%	251
2023 Q4	$33.2K	Hold	4,676	–	–	0.02%	254
2023 Q3	$26.3K	Hold	4,676	–	–	0.02%	254
2023 Q2	$34K	Hold	4,676	–	–	0.02%	251
2023 Q1	$34.1K	Hold	4,676	–	–	0.02%	251
2022 Q4	$43K	Hold	4,676	–	–	0.02%	245
2022 Q3	$49K	Hold	4,676	–	–	0.03%	230
2022 Q2	$61K	Hold	4,676	–	–	0.04%	224
2022 Q1	$81K	Hold	4,676	–	–	0.04%	217
2021 Q4	$86K	Hold	4,676	–	–	0.04%	216
2021 Q3	$82K	Hold	4,676	–	–	0.04%	214
2021 Q2	$86K	Hold	4,676	–	–	0.05%	215
2021 Q1	$81K	Hold	4,676	–	–	0.04%	213
2020 Q4	$76K	Hold	4,676	–	–	0.05%	221
2020 Q3	$63K	Hold	4,676	–	–	0.04%	215
2020 Q2	$78K	Hold	4,676	–	–	0.06%	201
2020 Q1	$83K	Hold	4,676	–	–	0.07%	190
2019 Q4	$104K	Hold	4,676	–	–	0.07%	188
2019 Q3	$98K	Hold	4,676	–	–	0.07%	187
2019 Q2	$93K	Hold	4,676	–	–	0.07%	185
2019 Q1	$97K	Hold	4,676	–	–	0.08%	184
2018 Q4	$80K	Hold	4,676	–	–	0.07%	182
2018 Q3	$89K	Hold	4,676	–	–	0.07%	183
2018 Q2	$93K	Hold	4,676	–	–	0.07%	176
2018 Q1	$82K	Hold	4,676	–	–	0.07%	180
2017 Q4	$92K	Hold	4,676	–	–	0.07%	174
2017 Q3	$94K	Hold	4,676	–	–	0.08%	171
2017 Q2	$99K	Hold	4,676	–	–	0.08%	170
2017 Q1	$100K	Hold	4,676	–	–	0.09%	166
2016 Q4	$98	Buy	+4,676	New	+$94.3K	0.08%	166

Other funds holding PDM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

LSV Asset Management

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

Prudential Financial

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

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