Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SWM
PDM
SeaCrest Wealth Management’s
Piedmont Realty Trust
PDM
Stock Holding History
SeaCrest Wealth Management’s Portfolio
PDM Stock Details
PDM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-1,500
Closed
-$20K
–
1242
2022
Q2
$20K
Buy
+1,500
New
+$22.6K
﹤0.01%
1482
2019
Q2
–
Sell
-1,500
Closed
-$31K
–
1458
2019
Q1
$31K
Hold
1,500
–
–
0.01%
1108
2018
Q4
$26K
Hold
1,500
–
–
0.01%
1139
2018
Q3
$28K
Hold
1,500
–
–
﹤0.01%
1242
2018
Q2
$30K
Hold
1,500
–
–
0.01%
1190
2018
Q1
$26K
Hold
1,500
–
–
﹤0.01%
1224
2017
Q4
$29K
Buy
+1,500
New
+$29.9K
0.01%
1193
Other funds holding PDM
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor, Pennsylvania
$6.75B AUM
8.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
HRES
Heitman Real Estate Securities
Chicago, Illinois
$1.39B AUM
6.59%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close