PWMG
PDM

Private Wealth Management Group’s Piedmont Realty Trust PDM Stock Holding History

Private Wealth Management 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
2026
Q1 		$2.46K Hold
374
– – ﹤0.01% 1018
2025
Q4 		$3.12K Hold
374
– – ﹤0.01% 936
2025
Q3 		$3.37K Hold
374
– – ﹤0.01% 939
2025
Q2 		$2.73K Hold
374
– – ﹤0.01% 983
2025
Q1 		$2.76K Hold
374
– – ﹤0.01% 948
2024
Q4 		$3.42K Hold
374
– – ﹤0.01% 897
2024
Q3 		$3.78K Hold
374
– – ﹤0.01% 836
2024
Q2 		$2.71K Hold
374
– – ﹤0.01% 943
2024
Q1 		$2.63K Hold
374
– – ﹤0.01% 854
2023
Q4 		$2.66K Buy
+374
New +$2.26K ﹤0.01% 858

Other funds holding PDM

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VPM
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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
PMG
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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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return