SFG
PDM

Sowa Financial Group’s Piedmont Realty Trust PDM Stock Holding History

Sowa Financial 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
Q2 		– Sell
-47,688
Closed -$351K – 30
2025
Q1 		$351K Sell
47,688
-12,920
-21% -$102K 0.23% 28
2024
Q4 		$555K Sell
60,608
-88,190
-59% -$857K 0.35% 25
2024
Q3 		$1.5M Sell
148,798
-22,536
-13% -$201K 0.95% 22
2024
Q2 		$1.24M Sell
171,334
-47,978
-22% -$333K 0.94% 22
2024
Q1 		$1.56M Hold
219,312
– – 1.27% 18
2023
Q4 		$1.56M Sell
219,312
-27,807
-11% -$168K 1.27% 18
2023
Q3 		$1.39M Sell
247,119
-10,846
-4% -$74.4K 1.04% 20
2023
Q2 		$1.88M Sell
257,965
-936
-0.4% -$6.23K 1.29% 20
2023
Q1 		$1.89M Sell
258,901
-646
-0.2% -$5.93K 1.35% 20
2022
Q4 		$2.38M Buy
259,547
+10,331
+4% +$102K 1.78% 17
2022
Q3 		$2.63M Sell
249,216
-767
-0.3% -$9.63K 2.08% 15
2022
Q2 		$3.28M Buy
249,983
+676
+0.3% +$10.2K 2.5% 14
2022
Q1 		$4.29M Buy
249,307
+3,668
+1% +$64.4K 2.57% 11
2021
Q4 		$4.51M Sell
245,639
-5,138
-2% -$94.1K 2.64% 10
2021
Q3 		$4.37M Buy
250,777
+2,568
+1% +$46.8K 2.84% 10
2021
Q2 		$4.58M Sell
248,209
-7,095
-3% -$132K 3.4% 9
2021
Q1 		$4.43M Buy
255,304
+482
+0.2% +$8.13K 3.13% 10
2020
Q4 		$4.14M Buy
254,822
+2,069
+0.8% +$30.5K 2.79% 10
2020
Q3 		$3.43M Buy
252,753
+2,038
+0.8% +$31.6K 2.46% 13
2020
Q2 		$4.16M Buy
250,715
+2,526
+1% +$42.2K 3.15% 9
2020
Q1 		$4.38M Sell
248,189
-8,700
-3% -$188K 3.86% 8
2019
Q4 		$5.71M Buy
+256,889
New +$5.53M 4.65% 7

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 $3.38T AUM 44.17% 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

Sowa Financial Group's PDM Position: Q2 2025 in Review

Sowa Financial Group sold out of Piedmont Realty Trust (PDM) in Q2 2025, closing a stake of 47,688 shares — an estimated $351K sold.

Sowa Financial Group first reported a position in PDM in Q4 2019 and held it in 22 quarters. The position peaked at $5.71M in Q4 2019. 263 funds tracked by Wall St. Rank hold PDM as of Q2 2025.

  • Sowa Financial Group reported no remaining Piedmont Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Sowa Financial Group sold 47,688 Piedmont Realty Trust shares in Q2 2025, an estimated $351K.
  • Sowa Financial Group first reported a position in Piedmont Realty Trust in Q4 2019 and held it in 22 quarters.
  • Sowa Financial Group's Piedmont Realty Trust position peaked at $5.71M in Q4 2019.
  • 263 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2025.

Based on Sowa Financial Group's 13F filing for Q2 2025, filed 29 Jul 2025.