PG
PDM

Prostatis Group’s Piedmont Realty Trust PDM Stock Holding History

Prostatis 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
2020
Q4 		– Sell
-10,180
Closed -$138K – 84
2020
Q3 		$138K Sell
10,180
-98
-1% -$1.52K 0.13% 75
2020
Q2 		$171K Sell
10,278
-17
-0.2% -$284 0.34% 62
2020
Q1 		$182K Buy
+10,295
New +$222K 0.26% 56

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prostatis Group's PDM Position: Q4 2020 in Review

Prostatis Group sold out of Piedmont Realty Trust (PDM) in Q4 2020, closing a stake of 10,180 shares — an estimated $138K sold.

Prostatis Group first reported a position in PDM in Q1 2020 and held it in 3 quarters. The position peaked at $182K in Q1 2020. 233 funds tracked by Wall St. Rank hold PDM as of Q4 2020.

  • Prostatis Group reported no remaining Piedmont Realty Trust position as of Q4 2020 after selling out during the quarter.
  • Prostatis Group sold 10,180 Piedmont Realty Trust shares in Q4 2020, an estimated $138K.
  • Prostatis Group first reported a position in Piedmont Realty Trust in Q1 2020 and held it in 3 quarters.
  • Prostatis Group's Piedmont Realty Trust position peaked at $182K in Q1 2020.
  • 233 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2020.

Based on Prostatis Group's 13F filing for Q4 2020, filed 23 Mar 2023.