SPC
PDM

Sigma Planning Corp’s Piedmont Realty Trust PDM Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-19,322
Closed -$142K – 1318
2025
Q1 		$142K Sell
19,322
-4,200
-18% -$33.2K ﹤0.01% 1145
2024
Q4 		$215K Sell
23,522
-2,800
-11% -$27.2K 0.01% 1064
2024
Q3 		$266K Sell
26,322
-700
-3% -$6.24K 0.01% 1005
2024
Q2 		$196K Buy
27,022
+5,701
+27% +$39.6K 0.01% 1099
2024
Q1 		$150K Buy
21,321
+11,321
+113% +$75.9K ﹤0.01% 1160
2023
Q4 		$71.1K Buy
+10,000
New +$60.4K 0.01% 818
2019
Q3 		– Sell
-18,829
Closed -$375K – 1047
2019
Q2 		$375K Sell
18,829
-1,612
-8% -$33.3K 0.02% 648
2019
Q1 		$426K Sell
20,441
-1,469
-7% -$28.9K 0.02% 559
2018
Q4 		$373K Buy
21,910
+1,269
+6% +$23.1K 0.03% 527
2018
Q3 		$391K Sell
20,641
-824
-4% -$16.2K 0.02% 578
2018
Q2 		$428K Sell
21,465
-3,820
-15% -$70.8K 0.03% 504
2018
Q1 		$445K Sell
25,285
-862
-3% -$15.9K 0.03% 464
2017
Q4 		$513K Buy
26,147
+1,595
+6% +$31.8K 0.04% 438
2017
Q3 		$495K Buy
24,552
+551
+2% +$11.2K 0.04% 436
2017
Q2 		$506K Buy
24,001
+2,063
+9% +$44.6K 0.05% 407
2017
Q1 		$469K Buy
21,938
+1,979
+10% +$42.9K 0.05% 417
2016
Q4 		$417K Hold
19,959
– – 0.05% 403
2016
Q3 		$435K Sell
19,959
-1,833
-8% -$39.4K 0.05% 382
2016
Q2 		$469K Sell
21,792
-276
-1% -$5.6K 0.06% 339
2016
Q1 		$448K Sell
22,068
-863
-4% -$16.1K 0.06% 343
2015
Q4 		$433K Buy
22,931
+1,224
+6% +$23.4K 0.06% 354
2015
Q3 		$388K Buy
21,707
+1,166
+6% +$20.8K 0.06% 367
2015
Q2 		$361K Sell
20,541
-402
-2% -$7.15K 0.05% 429
2015
Q1 		$390K Sell
20,943
-265
-1% -$4.99K 0.05% 425
2014
Q4 		$400K Buy
+21,208
New +$399K 0.05% 395

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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 $55.1B AUM 45.38% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sigma Planning Corp's PDM Position: Q2 2025 in Review

Sigma Planning Corp sold out of Piedmont Realty Trust (PDM) in Q2 2025, closing a stake of 19,322 shares — an estimated $142K sold.

Sigma Planning Corp first reported a position in PDM in Q4 2014 and held it in 25 quarters. The position peaked at $513K in Q4 2017. 263 funds tracked by Wall St. Rank hold PDM as of Q2 2025.

  • Sigma Planning Corp reported no remaining Piedmont Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 19,322 Piedmont Realty Trust shares in Q2 2025, an estimated $142K.
  • Sigma Planning Corp first reported a position in Piedmont Realty Trust in Q4 2014 and held it in 25 quarters.
  • Sigma Planning Corp's Piedmont Realty Trust position peaked at $513K in Q4 2017.
  • 263 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.