PWA
PDM

Physician Wealth Advisors’s Piedmont Realty Trust PDM Stock Holding History

Physician Wealth Advisors’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
-211
Closed -$1.76K – 2194
2025
Q4 		$1.76K Hold
211
– – ﹤0.01% 1347
2025
Q3 		$1.9K Hold
211
– – ﹤0.01% 1255
2025
Q2 		$1.54K Buy
211
+50
+31% +$345 ﹤0.01% 1159
2025
Q1 		$1.19K Buy
+161
New +$1.27K ﹤0.01% 983

Other funds holding PDM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Physician Wealth Advisors's PDM Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2026, closing a stake of 211 shares — an estimated $1.76K sold.

Physician Wealth Advisors first reported a position in PDM in Q1 2025 and held it in 4 quarters. The position peaked at $1.9K in Q3 2025. 254 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Piedmont Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 211 Piedmont Realty Trust shares in Q1 2026, an estimated $1.76K.
  • Physician Wealth Advisors first reported a position in Piedmont Realty Trust in Q1 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's Piedmont Realty Trust position peaked at $1.9K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.