SGI
PDM

Summit Global Investments’s Piedmont Realty Trust PDM Stock Holding History

Summit Global Investments’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 		– Sell
-94,405
Closed -$688K – 532
2025
Q2 		$688K Sell
94,405
-1,992
-2% -$13.8K 0.04% 262
2025
Q1 		$710K Buy
96,397
+38,443
+66% +$304K 0.05% 234
2024
Q4 		$530K Buy
+57,954
New +$563K 0.03% 353
2020
Q1 		– Sell
-38,700
Closed -$861K – 276
2019
Q4 		$861K Buy
+38,700
New +$833K 0.09% 186

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

Summit Global Investments's PDM Position: Q3 2025 in Review

Summit Global Investments sold out of Piedmont Realty Trust (PDM) in Q3 2025, closing a stake of 94,405 shares — an estimated $688K sold.

Summit Global Investments first reported a position in PDM in Q4 2019 and held it in 4 quarters. The position peaked at $861K in Q4 2019. 253 funds tracked by Wall St. Rank hold PDM as of Q3 2025.

  • Summit Global Investments reported no remaining Piedmont Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 94,405 Piedmont Realty Trust shares in Q3 2025, an estimated $688K.
  • Summit Global Investments first reported a position in Piedmont Realty Trust in Q4 2019 and held it in 4 quarters.
  • Summit Global Investments's Piedmont Realty Trust position peaked at $861K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.