Scharf Investments’s Piedmont Realty Trust PDM Stock Holding History

Scharf 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
2026 Q2	$136K	Buy	+14,812	New	+$122K	﹤0.01%	79
2026 Q1	–	Sell	-14,812	Closed	-$124K	–	76
2025 Q4	$124K	Hold	14,812	–	–	﹤0.01%	72
2025 Q3	$133K	Sell	14,812 -6,091	-29%	-$49K	﹤0.01%	69
2025 Q2	$152K	Hold	20,903	–	–	﹤0.01%	65
2025 Q1	$154K	Sell	20,903 -1,784	-8%	-$14.1K	﹤0.01%	67
2024 Q4	$208K	Hold	22,687	–	–	0.01%	67
2024 Q3	$229K	Buy	22,687 +4,227	+23%	+$37.7K	0.01%	60
2024 Q2	$134K	Buy	18,460 +2,802	+18%	+$19.5K	﹤0.01%	57
2024 Q1	$110K	Buy	15,658 +2,475	+19%	+$16.6K	﹤0.01%	58
2023 Q4	$93.7K	Buy	+13,183	New	+$79.6K	﹤0.01%	57

Other funds holding PDM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Scharf Investments's PDM Position: Q2 2026 in Review

Scharf Investments opened a new position in Piedmont Realty Trust (PDM) in Q2 2026: 14,812 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #79 among its holdings. This is a return to the name: Scharf Investments previously reported a position in PDM as recently as Q4 2025.

Scharf Investments first reported a position in PDM in Q4 2023 and has held it in 10 quarters since. The position peaked at $229K in Q3 2024. 74 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Scharf Investments held 14,812 shares of Piedmont Realty Trust worth $136K as of Q2 2026.
Piedmont Realty Trust was a new Scharf Investments position in Q2 2026.
Piedmont Realty Trust made up ﹤0.01% of Scharf Investments's portfolio in Q2 2026, its #79 holding.
Scharf Investments first reported a position in Piedmont Realty Trust in Q4 2023 and has held it in 10 quarters since.
Scharf Investments's Piedmont Realty Trust position peaked at $229K in Q3 2024.
74 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.