TFA
PDM

Transamerica Financial Advisors’s Piedmont Realty Trust PDM Stock Holding History

Transamerica Financial Advisors’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
-7
Closed -$58 – 2060
2025
Q4 		$58 Buy
+7
New +$58 ﹤0.01% 1766
2014
Q2 		– Sell
-1,063
Closed -$19K – 712
2014
Q1 		$19K Sell
1,063
-987
-48% -$16.5K ﹤0.01% 414
2013
Q4 		$34K Buy
2,050
+25
+1% +$433 ﹤0.01% 369
2013
Q3 		$36K Buy
2,025
+22
+1% +$393 ﹤0.01% 349
2013
Q2 		$36K Buy
+2,003
New +$39K 0.01% 320

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 $3.37T AUM 44.26% 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

Transamerica Financial Advisors's PDM Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2026, closing a stake of 7 shares — an estimated $58 sold.

Transamerica Financial Advisors first reported a position in PDM in Q2 2013 and held it in 5 quarters. The position peaked at $36K in Q3 2013. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining Piedmont Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 7 Piedmont Realty Trust shares in Q1 2026, an estimated $58.
  • Transamerica Financial Advisors first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 5 quarters.
  • Transamerica Financial Advisors's Piedmont Realty Trust position peaked at $36K in Q3 2013.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.