Simplex Trading

Simplex Trading’s Piedmont Realty Trust PDM Stock Holding History

Simplex Trading’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	$1.92K	Buy	+292	New	+$2.27K	﹤0.01%	8384
2025 Q4	–	Sell	-4,426	Closed	-$37K	–	9687
2025 Q3	$39K	Buy	4,426 +945	+27%	+$7.6K	﹤0.01%	6700
2025 Q2	$25K	Buy	3,481 +2,961	+569%	+$20.5K	﹤0.01%	6582
2025 Q1	$3K	Buy	+520	New	+$4.12K	﹤0.01%	7858
2024 Q1	–	Sell	-835	Closed	-$5.59K	–	9598
2023 Q4	$5K	Buy	+835	New	+$5.04K	﹤0.01%	7889
2023 Q1	–	Sell	-748	Closed	-$6.87K	–	9851
2022 Q4	$6K	Buy	+748	New	+$7.39K	﹤0.01%	7954
2022 Q2	–	Sell	-1,138	Closed	-$19K	–	10804
2022 Q1	$19K	Buy	+1,138	New	+$20K	﹤0.01%	8306
2021 Q1	–	Sell	-398	Closed	-$6.71K	–	9730
2020 Q4	$6K	Buy	398 +337	+552%	+$4.96K	﹤0.01%	7662
2020 Q3	$0	Buy	+61	New	+$945	﹤0.01%	8307
2019 Q1	–	Sell	-5	Closed	-$98	–	7678
2018 Q4	$0	Sell	5 -1,539	-100%	-$28K	﹤0.01%	7602
2018 Q3	$29K	Sell	1,544 -1,180	-43%	-$23.3K	﹤0.01%	5670
2018 Q2	$54K	Buy	+2,724	New	+$50.5K	﹤0.01%	4971

Other funds holding PDM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return