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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return