PCIA
PDM

Prime Capital Investment Advisors’s Piedmont Realty Trust PDM Stock Holding History

Prime Capital Investment 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
2021
Q2 		– Sell
-520
Closed -$9K – 497
2021
Q1 		$9K Hold
520
– – ﹤0.01% 423
2020
Q4 		$8K Hold
520
– – ﹤0.01% 410
2020
Q3 		$7K Hold
520
– – ﹤0.01% 410
2020
Q2 		$9K Hold
520
– – ﹤0.01% 422
2020
Q1 		$9K Sell
520
-264
-34% -$5.69K ﹤0.01% 409
2019
Q4 		$17K Sell
784
-1,106
-59% -$23.8K ﹤0.01% 432
2019
Q3 		$39K Buy
1,890
+520
+38% +$10.5K 0.01% 329
2019
Q2 		$27K Buy
+1,370
New +$28.3K ﹤0.01% 279

Other funds holding PDM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return