Raymond James Financial
PDM

Raymond James Financial’s Piedmont Realty Trust PDM Stock Holding History

Raymond James Financial’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 		$971K Buy
147,740
+5,691
+4% +$44.3K ﹤0.01% 3873
2025
Q4 		$1.18M Buy
142,049
+1,513
+1% +$12.6K ﹤0.01% 3665
2025
Q3 		$1.26M Buy
140,536
+3,382
+2% +$27.2K ﹤0.01% 3530
2025
Q2 		$1,000K Sell
137,154
-9,430
-6% -$65.1K ﹤0.01% 3589
2025
Q1 		$1.08M Buy
146,584
+3,081
+2% +$24.4K ﹤0.01% 3433
2024
Q4 		$1.31M Buy
+143,503
New +$1.39M ﹤0.01% 3264

Other funds holding PDM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
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