VIA
PDM

Vident Investment Advisory’s Piedmont Realty Trust PDM Stock Holding History

Vident Investment Advisory’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
2023
Q3 		– Sell
-15,164
Closed -$110K – 749
2023
Q2 		$110K Buy
15,164
+1,275
+9% +$8.49K ﹤0.01% 1125
2023
Q1 		$101K Sell
13,889
-3,346
-19% -$30.7K ﹤0.01% 1168
2022
Q4 		$158K Buy
17,235
+194
+1% +$1.92K 0.01% 1059
2022
Q3 		$176K Sell
17,041
-7,989
-32% -$100K 0.01% 1024
2022
Q2 		$328K Sell
25,030
-136
-0.5% -$2.05K 0.01% 983
2022
Q1 		$433K Sell
25,166
-11,343
-31% -$199K 0.01% 974
2021
Q4 		$671K Buy
36,509
+564
+2% +$10.3K 0.02% 843
2021
Q3 		$627K Sell
35,945
-105,256
-75% -$1.92M 0.02% 816
2021
Q2 		$2.61M Buy
141,201
+51,175
+57% +$952K 0.08% 294
2021
Q1 		$1.56M Sell
90,026
-16,193
-15% -$273K 0.05% 478
2020
Q4 		$1.72M Sell
106,219
-495
-0.5% -$7.29K 0.07% 340
2020
Q3 		$1.45M Buy
+106,714
New +$1.65M 0.07% 381
2020
Q1 		– Sell
-116,046
Closed -$2.58M – 839
2019
Q4 		$2.58M Buy
+116,046
New +$2.5M 0.16% 171
2019
Q1 		– Sell
-35,944
Closed -$612K – 791
2018
Q4 		$612K Buy
35,944
+5,926
+20% +$108K 0.03% 528
2018
Q3 		$568K Sell
30,018
-4,928
-14% -$97.1K 0.02% 648
2018
Q2 		$696K Buy
34,946
+12,839
+58% +$238K 0.03% 529
2018
Q1 		$386K Buy
+22,107
New +$408K 0.02% 718
2015
Q1 		– Sell
-25,214
Closed -$475K – 765
2014
Q4 		$475K Buy
+25,214
New +$475K 0.16% 267

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Vident Investment Advisory's PDM Position: Q3 2023 in Review

Vident Investment Advisory sold out of Piedmont Realty Trust (PDM) in Q3 2023, closing a stake of 15,164 shares — an estimated $110K sold.

Vident Investment Advisory first reported a position in PDM in Q4 2014 and held it in 18 quarters. The position peaked at $2.61M in Q2 2021. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2023.

  • Vident Investment Advisory reported no remaining Piedmont Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 15,164 Piedmont Realty Trust shares in Q3 2023, an estimated $110K.
  • Vident Investment Advisory first reported a position in Piedmont Realty Trust in Q4 2014 and held it in 18 quarters.
  • Vident Investment Advisory's Piedmont Realty Trust position peaked at $2.61M in Q2 2021.
  • 240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.