RH
PDM

RFG Holdings’s Piedmont Realty Trust PDM Stock Holding History

RFG Holdings’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
2025
Q3 		– Sell
-31,121
Closed -$227K – 64
2025
Q2 		$227K Sell
31,121
-27,565
-47% -$190K 0.07% 57
2025
Q1 		$433K Hold
58,686
– – 0.14% 42
2024
Q4 		$537K Hold
58,686
– – 0.18% 39
2024
Q3 		$593K Hold
58,686
– – 0.21% 34
2024
Q2 		$425K Hold
58,686
– – 0.16% 37
2024
Q1 		$413K Hold
58,686
– – 0.17% 26
2023
Q4 		$417K Sell
58,686
-16,096
-22% -$97.2K 0.21% 18
2023
Q3 		$420K Buy
+74,782
New +$513K 0.24% 15

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $3.8B AUM 23.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RFG Holdings's PDM Position: Q3 2025 in Review

RFG Holdings sold out of Piedmont Realty Trust (PDM) in Q3 2025, closing a stake of 31,121 shares — an estimated $227K sold.

RFG Holdings first reported a position in PDM in Q3 2023 and held it in 8 quarters. The position peaked at $593K in Q3 2024. 253 funds tracked by Wall St. Rank hold PDM as of Q3 2025.

  • RFG Holdings reported no remaining Piedmont Realty Trust position as of Q3 2025 after selling out during the quarter.
  • RFG Holdings sold 31,121 Piedmont Realty Trust shares in Q3 2025, an estimated $227K.
  • RFG Holdings first reported a position in Piedmont Realty Trust in Q3 2023 and held it in 8 quarters.
  • RFG Holdings's Piedmont Realty Trust position peaked at $593K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2025.

Based on RFG Holdings's 13F filing for Q3 2025, filed 15 Oct 2025.