UCFA
PDM

United Capital Financial Advisors’s Piedmont Realty Trust PDM Stock Holding History

United Capital 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 		$86K Buy
+13,097
New +$102K ﹤0.01% 1603
2024
Q2 		– Sell
-11,280
Closed -$79.3K – 1089
2024
Q1 		$79.3K Sell
11,280
-1,327
-11% -$8.89K ﹤0.01% 1057
2023
Q4 		$89.6K Buy
+12,607
New +$76.1K ﹤0.01% 1040
2015
Q1 		– Sell
-13,593
Closed -$256K – 1262
2014
Q4 		$256K Buy
13,593
+47
+0.3% +$885 ﹤0.01% 1021
2014
Q3 		$239K Sell
13,546
-682
-5% -$13.1K ﹤0.01% 987
2014
Q2 		$269K Sell
14,228
-3,649
-20% -$66.9K 0.01% 760
2014
Q1 		$307K Buy
17,877
+2,550
+17% +$42.7K 0.01% 776
2013
Q4 		$253K Sell
15,327
-520
-3% -$9K 0.01% 564
2013
Q3 		$275K Buy
15,847
+138
+0.9% +$2.47K 0.01% 576
2013
Q2 		$281K Buy
+15,709
New +$306K 0.01% 614

Other funds holding PDM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return