Titus Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Titus Wealth Management’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
2022 Q1	–	Sell	-10,489	Closed	-$193K	–	172
2021 Q4	$193K	Hold	10,489	–	–	0.09%	166
2021 Q3	$185K	Hold	10,489	–	–	0.1%	160
2021 Q2	$194K	Hold	10,489	–	–	0.11%	149
2021 Q1	$182K	Hold	10,489	–	–	0.11%	141
2020 Q4	$170K	Hold	10,489	–	–	0.1%	134
2020 Q3	$142K	Hold	10,489	–	–	0.1%	116
2020 Q2	$174K	Hold	10,489	–	–	0.14%	108
2020 Q1	$185K	Hold	10,489	–	–	0.17%	94
2019 Q4	$233K	Hold	10,489	–	–	0.23%	91
2019 Q3	$219K	Hold	10,489	–	–	0.2%	94
2019 Q2	$209K	Buy	+10,489	New	+$216K	0.21%	87
2018 Q4	–	Sell	-10,769	Closed	-$204K	–	101
2018 Q3	$204K	Hold	10,769	–	–	0.18%	88
2018 Q2	$215K	Buy	+10,769	New	+$200K	0.23%	80

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 $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Titus Wealth Management's PDM Position: Q1 2022 in Review

Titus Wealth Management sold out of Piedmont Realty Trust (PDM) in Q1 2022, closing a stake of 10,489 shares — an estimated $193K sold.

Titus Wealth Management first reported a position in PDM in Q2 2018 and held it in 13 quarters. The position peaked at $233K in Q4 2019. 242 funds tracked by Wall St. Rank hold PDM as of Q1 2022.

Titus Wealth Management reported no remaining Piedmont Realty Trust position as of Q1 2022 after selling out during the quarter.
Titus Wealth Management sold 10,489 Piedmont Realty Trust shares in Q1 2022, an estimated $193K.
Titus Wealth Management first reported a position in Piedmont Realty Trust in Q2 2018 and held it in 13 quarters.
Titus Wealth Management's Piedmont Realty Trust position peaked at $233K in Q4 2019.
242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2022.

Based on Titus Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.