SG
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Sherry Group’s Piedmont Realty Trust PDM Stock Holding History

Sherry 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
Q3 		– Sell
-11,423
Closed -$106K – 53
2026
Q2 		$106K Hold
11,423
– – 0.1% 52
2026
Q1 		$75K Hold
11,423
– – 0.08% 41
2025
Q4 		$95.6K Buy
+11,423
New +$95.4K 0.1% 42

Other funds holding PDM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sherry Group's PDM Position: Q3 2026 in Review

Sherry Group sold out of Piedmont Realty Trust (PDM) in Q3 2026, closing a stake of 11,423 shares — an estimated $106K sold.

Sherry Group first reported a position in PDM in Q4 2025 and held it in 3 quarters. The position peaked at $106K in Q2 2026. 5 funds tracked by Wall St. Rank hold PDM as of Q3 2026.

  • Sherry Group reported no remaining Piedmont Realty Trust position as of Q3 2026 after selling out during the quarter.
  • Sherry Group sold 11,423 Piedmont Realty Trust shares in Q3 2026, an estimated $106K.
  • Sherry Group first reported a position in Piedmont Realty Trust in Q4 2025 and held it in 3 quarters.
  • Sherry Group's Piedmont Realty Trust position peaked at $106K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.