PI
PDM

Putnam Investments’s Piedmont Realty Trust PDM Stock Holding History

Putnam Investments’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
2023
Q4 		$520K Sell
73,080
-2,314
-3% -$14K ﹤0.01% 926
2023
Q3 		$424K Sell
75,394
-657
-0.9% -$4.51K ﹤0.01% 945
2023
Q2 		$553K Sell
76,051
-2,386
-3% -$15.9K ﹤0.01% 914
2023
Q1 		$573K Sell
78,437
-3,340
-4% -$30.7K ﹤0.01% 917
2022
Q4 		$750K Sell
81,777
-46
-0.1% -$454 ﹤0.01% 872
2022
Q3 		$864K Sell
81,823
-1,487
-2% -$18.7K ﹤0.01% 876
2022
Q2 		$1.09M Sell
83,310
-1,033
-1% -$15.5K ﹤0.01% 841
2022
Q1 		$1.45M Sell
84,343
-6,339
-7% -$111K ﹤0.01% 851
2021
Q4 		$1.67M Buy
+90,682
New +$1.66M ﹤0.01% 797
2019
Q4 		– Sell
-18,797
Closed -$393K – 936
2019
Q3 		$393K Sell
18,797
-437
-2% -$8.82K ﹤0.01% 822
2019
Q2 		$383K Sell
19,234
-1,945
-9% -$40.1K ﹤0.01% 816
2019
Q1 		$441K Sell
21,179
-1,877
-8% -$36.9K ﹤0.01% 802
2018
Q4 		$393K Sell
23,056
-30,270
-57% -$550K ﹤0.01% 851
2018
Q3 		$1.01M Sell
53,326
-1,286
-2% -$25.3K ﹤0.01% 855
2018
Q2 		$1.09M Sell
54,612
-2,191
-4% -$40.6K ﹤0.01% 836
2018
Q1 		$999K Buy
+56,803
New +$1.05M ﹤0.01% 861
2016
Q1 		– Sell
-132,746
Closed -$2.51M – 1447
2015
Q4 		$2.51M Sell
132,746
-17,054
-11% -$326K 0.01% 915
2015
Q3 		$2.68M Hold
149,800
– – 0.01% 911
2015
Q2 		$2.63M Sell
149,800
-43,500
-23% -$773K 0.01% 969
2015
Q1 		$3.6M Buy
193,300
+1,800
+0.9% +$33.9K 0.01% 882
2014
Q4 		$3.61M Hold
191,500
– – 0.01% 866
2014
Q3 		$3.38M Buy
191,500
+4,000
+2% +$76.7K 0.01% 894
2014
Q2 		$3.55M Sell
187,500
-6,100
-3% -$112K 0.01% 888
2014
Q1 		$3.32M Sell
193,600
-9,600
-5% -$161K 0.01% 912
2013
Q4 		$3.36M Sell
203,200
-300
-0.1% -$5.19K 0.01% 913
2013
Q3 		$3.53M Sell
203,500
-90,305
-31% -$1.61M 0.01% 862
2013
Q2 		$5.25M Buy
+293,805
New +$5.72M 0.02% 662

Other funds holding PDM

Vanguard Group
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Putnam Investments's PDM Position: Q4 2023 in Review

Putnam Investments reduced its Piedmont Realty Trust (PDM) stake by 3.1% in Q4 2023, selling an estimated $14K and leaving 73,080 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Putnam Investments first reported a position in PDM in Q2 2013 and has held it in 27 quarters since. The position peaked at $5.25M in Q2 2013. 237 funds tracked by Wall St. Rank hold PDM as of Q4 2023.

  • Putnam Investments held 73,080 shares of Piedmont Realty Trust worth $520K as of Q4 2023.
  • Putnam Investments sold 2,314 Piedmont Realty Trust shares in Q4 2023, an estimated $14K.
  • Piedmont Realty Trust made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #926 holding.
  • Putnam Investments first reported a position in Piedmont Realty Trust in Q2 2013 and has held it in 27 quarters since.
  • Putnam Investments's Piedmont Realty Trust position peaked at $5.25M in Q2 2013.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.