RA
PDM

Rise Advisors’s Piedmont Realty Trust PDM Stock Holding History

Rise Advisors’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
Q4 		– Sell
-2,066
Closed -$18.6K – 1058
2025
Q3 		$18.6K Hold
2,066
– – 0.01% 625
2025
Q2 		$15.1K Sell
2,066
-139
-6% -$960 0.01% 721
2025
Q1 		$16.2K Buy
2,205
+203
+10% +$1.61K 0.01% 637
2024
Q4 		$18.3K Hold
2,002
– – 0.01% 719
2024
Q3 		$20.2K Buy
2,002
+24
+1% +$214 0.01% 680
2024
Q2 		$14.3K Buy
1,978
+35
+2% +$243 0.01% 853
2024
Q1 		$13.7K Buy
1,943
+69
+4% +$462 0.01% 914
2023
Q4 		$13.3K Hold
1,874
– – 0.01% 292
2023
Q3 		$10.5K Buy
1,874
+36
+2% +$247 0.01% 310
2023
Q2 		$13.4K Buy
1,838
+54
+3% +$359 0.01% 300
2023
Q1 		$13K Buy
1,784
+86
+5% +$789 0.01% 320
2022
Q4 		$15.6K Hold
1,698
– – 0.01% 278
2022
Q3 		$18K Buy
1,698
+29
+2% +$364 0.01% 264
2022
Q2 		$22K Buy
1,669
+26
+2% +$391 0.02% 229
2022
Q1 		$28K Buy
1,643
+39
+2% +$685 0.03% 211
2021
Q4 		$29.5K Buy
+1,604
New +$29.4K 0.03% 203

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return