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Strategic Advocates’s Piedmont Realty Trust PDM Stock Holding History

Strategic Advocates’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 		– Sell
-668
Closed -$5.59K – 503
2025
Q4 		$5.59K Hold
668
– – ﹤0.01% 420
2025
Q3 		$6.01K Buy
+668
New +$5.38K ﹤0.01% 392

Other funds holding PDM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Strategic Advocates's PDM Position: Q1 2026 in Review

Strategic Advocates sold out of Piedmont Realty Trust (PDM) in Q1 2026, closing a stake of 668 shares — an estimated $5.59K sold.

Strategic Advocates first reported a position in PDM in Q3 2025 and held it in 2 quarters. The position peaked at $6.01K in Q3 2025. 254 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • Strategic Advocates reported no remaining Piedmont Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 668 Piedmont Realty Trust shares in Q1 2026, an estimated $5.59K.
  • Strategic Advocates first reported a position in Piedmont Realty Trust in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's Piedmont Realty Trust position peaked at $6.01K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.