SageView Advisory Group’s Piedmont Realty Trust PDM Stock Holding History

SageView Advisory 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
2026 Q1	–	Sell	-305	Closed	-$2.54K	–	1891
2025 Q4	$2.54K	Buy	+305	New	+$2.55K	﹤0.01%	2168

Other funds holding PDM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

SageView Advisory Group's PDM Position: Q1 2026 in Review

SageView Advisory Group sold out of Piedmont Realty Trust (PDM) in Q1 2026, closing a stake of 305 shares — an estimated $2.54K sold.

SageView Advisory Group first reported a position in PDM in Q4 2025 and held it in 1 quarter. The position peaked at $2.54K in Q4 2025. 254 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

SageView Advisory Group reported no remaining Piedmont Realty Trust position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 305 Piedmont Realty Trust shares in Q1 2026, an estimated $2.54K.
SageView Advisory Group first reported a position in Piedmont Realty Trust in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Piedmont Realty Trust position peaked at $2.54K in Q4 2025.
254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.