SIMG
PDM

Sonora Investment Management Group’s Piedmont Realty Trust PDM Stock Holding History

Sonora Investment Management 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
2025
Q3 		$1.15M Buy
127,900
+2,500
+2% +$20.1K 0.08% 122
2025
Q2 		$914K Buy
125,400
+85,400
+214% +$590K 0.07% 137
2025
Q1 		$295K Buy
+40,000
New +$317K 0.02% 221

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sonora Investment Management Group's PDM Position: Q3 2025 in Review

Sonora Investment Management Group increased its Piedmont Realty Trust (PDM) stake by 2% in Q3 2025, buying an estimated $20.1K and bringing the position to 127,900 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #122.

Sonora Investment Management Group first reported a position in PDM in Q1 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold PDM as of Q3 2025.

  • Sonora Investment Management Group held 127,900 shares of Piedmont Realty Trust worth $1.15M as of Q3 2025.
  • Sonora Investment Management Group bought 2,500 Piedmont Realty Trust shares in Q3 2025, an estimated $20.1K.
  • Piedmont Realty Trust made up 0.08% of Sonora Investment Management Group's portfolio in Q3 2025, its #122 holding.
  • Sonora Investment Management Group first reported a position in Piedmont Realty Trust in Q1 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.