VPIM
PDM

Vanguard Personalized Indexing Management’s Piedmont Realty Trust PDM Stock Holding History

Vanguard Personalized Indexing 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
2026
Q1 		$316K Sell
48,057
-1,497
-3% -$11.6K ﹤0.01% 1580
2025
Q4 		$413K Buy
49,554
+133
+0.3% +$1.11K ﹤0.01% 1344
2025
Q3 		$445K Buy
49,421
+622
+1% +$5K ﹤0.01% 1291
2025
Q2 		$356K Sell
48,799
-2,261
-4% -$15.6K ﹤0.01% 1364
2025
Q1 		$376K Buy
51,060
+757
+2% +$5.99K 0.01% 1240
2024
Q4 		$460K Sell
50,303
-79
-0.2% -$768 0.01% 1152
2024
Q3 		$509K Buy
50,382
+2,746
+6% +$24.5K 0.01% 1089
2024
Q2 		$345K Buy
47,636
+6,556
+16% +$45.6K 0.01% 1213
2024
Q1 		$289K Buy
41,080
+4,100
+11% +$27.5K 0.01% 1283
2023
Q4 		$263K Buy
36,980
+13,285
+56% +$80.2K 0.01% 1290
2023
Q3 		$133K Buy
23,695
+630
+3% +$4.32K ﹤0.01% 1353
2023
Q2 		$168K Buy
23,065
+7,050
+44% +$46.9K 0.01% 1359
2023
Q1 		$117K Sell
16,015
-7,117
-31% -$65.3K ﹤0.01% 1387
2022
Q4 		$212K Buy
23,132
+983
+4% +$9.71K 0.01% 1128
2022
Q3 		$234K Buy
+22,149
New +$278K 0.01% 1051

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