Steward Partners Investment Advisory’s Piedmont Realty Trust PDM Stock Holding History

Steward Partners Investment Advisory’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
2024 Q4	–	Sell	-1,000	Closed	-$10.1K	–	4063
2024 Q3	$10.1K	Hold	1,000	–	–	﹤0.01%	2942
2024 Q2	$7.25K	Buy	1,000 +203	+25%	+$1.41K	﹤0.01%	2924
2024 Q1	$5.6K	Hold	797	–	–	﹤0.01%	3006
2023 Q4	$5.67K	Hold	797	–	–	﹤0.01%	2912
2023 Q3	$4.48K	Hold	797	–	–	﹤0.01%	2863
2023 Q2	$5.79K	Hold	797	–	–	﹤0.01%	2746
2023 Q1	$5.82K	Buy	+797	New	+$7.32K	﹤0.01%	2735
2019 Q4	–	Sell	-8	Closed	–	–	2700
2019 Q3	$0	Hold	8	–	–	﹤0.01%	2726
2019 Q2	$0	Buy	+8	New	+$165	﹤0.01%	2669
2018 Q4	–	Sell	-8	Closed	–	–	1735
2018 Q3	$0	Hold	8	–	–	﹤0.01%	2668
2018 Q2	$0	Sell	8 -52	-87%	-$964	﹤0.01%	2522
2018 Q1	$1K	Buy	+60	New	+$1.11K	﹤0.01%	2154

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Steward Partners Investment Advisory's PDM Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Piedmont Realty Trust (PDM) in Q4 2024, closing a stake of 1,000 shares — an estimated $10.1K sold.

Steward Partners Investment Advisory first reported a position in PDM in Q1 2018 and held it in 12 quarters. The position peaked at $10.1K in Q3 2024. 255 funds tracked by Wall St. Rank hold PDM as of Q4 2024.

Steward Partners Investment Advisory reported no remaining Piedmont Realty Trust position as of Q4 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,000 Piedmont Realty Trust shares in Q4 2024, an estimated $10.1K.
Steward Partners Investment Advisory first reported a position in Piedmont Realty Trust in Q1 2018 and held it in 12 quarters.
Steward Partners Investment Advisory's Piedmont Realty Trust position peaked at $10.1K in Q3 2024.
255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.