Private Capital Group’s Piedmont Realty Trust PDM Stock Holding History

Private Capital Group’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
2022 Q2	$4K	Hold	266	–	–	﹤0.01%	1351
2022 Q1	$5K	Buy	266 +3	+1%	+$53	﹤0.01%	1528
2021 Q4	$5K	Hold	263	–	–	﹤0.01%	1556
2021 Q3	$5K	Sell	263 -26	-9%	-$473	﹤0.01%	1591
2021 Q2	$5K	Buy	289 +26	+10%	+$484	﹤0.01%	1565
2021 Q1	$5K	Hold	263	–	–	﹤0.01%	1516
2020 Q4	$4K	Buy	263 +7	+3%	+$103	﹤0.01%	1615
2020 Q3	$3K	Sell	256 -993	-80%	-$15.4K	﹤0.01%	1629
2020 Q2	$21K	Buy	1,249 +492	+65%	+$8.21K	﹤0.01%	1086
2020 Q1	$13K	Buy	757 +501	+196%	+$10.8K	﹤0.01%	1192
2019 Q4	$5K	Sell	256 -7	-3%	-$151	﹤0.01%	1514
2019 Q3	$6K	Buy	+263	New	+$5.31K	﹤0.01%	1622
2019 Q2	–	Sell	-131	Closed	-$3K	–	2372
2019 Q1	$3K	Hold	131	–	–	﹤0.01%	1822
2018 Q4	$2K	Buy	+131	New	+$2.38K	﹤0.01%	1902

Other funds holding PDM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Capital Group's PDM Position: Q2 2022 in Review

Private Capital Group held its Piedmont Realty Trust (PDM) position steady in Q2 2022 at 266 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Private Capital Group first reported a position in PDM in Q4 2018 and has held it in 14 quarters since. The position peaked at $21K in Q2 2020. 250 funds tracked by Wall St. Rank hold PDM as of Q2 2022.

Private Capital Group held 266 shares of Piedmont Realty Trust worth $4K as of Q2 2022.
Private Capital Group left its Piedmont Realty Trust share count unchanged in Q2 2022.
Piedmont Realty Trust made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1351 holding.
Private Capital Group first reported a position in Piedmont Realty Trust in Q4 2018 and has held it in 14 quarters since.
Private Capital Group's Piedmont Realty Trust position peaked at $21K in Q2 2020.
250 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.