Virtus ETF Advisers’s Piedmont Realty Trust PDM Stock Holding History

Virtus ETF Advisers’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 Q1	–	Sell	-37,256	Closed	-$342K	–	474
2022 Q4	$342K	Sell	37,256 -80,285	-68%	-$793K	0.18%	223
2022 Q3	$1.24M	Buy	117,541 +10,575	+10%	+$133K	0.49%	69
2022 Q2	$1.4M	Buy	106,966 +18,100	+20%	+$272K	0.52%	62
2022 Q1	$1.53M	Buy	+88,866	New	+$1.56M	0.68%	63
2021 Q1	–	Sell	-98,937	Closed	-$1.61M	–	387
2020 Q4	$1.61M	Buy	98,937 +24,146	+32%	+$355K	0.67%	47
2020 Q3	$1.01M	Buy	74,791 +17,862	+31%	+$277K	0.53%	73
2020 Q2	$946K	Sell	56,929 -17,270	-23%	-$288K	0.45%	79
2020 Q1	$1.31M	Buy	+74,199	New	+$1.6M	0.54%	64

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Virtus ETF Advisers's PDM Position: Q1 2023 in Review

Virtus ETF Advisers sold out of Piedmont Realty Trust (PDM) in Q1 2023, closing a stake of 37,256 shares — an estimated $342K sold.

Virtus ETF Advisers first reported a position in PDM in Q1 2020 and held it in 8 quarters. The position peaked at $1.61M in Q4 2020. 255 funds tracked by Wall St. Rank hold PDM as of Q1 2023.

Virtus ETF Advisers reported no remaining Piedmont Realty Trust position as of Q1 2023 after selling out during the quarter.
Virtus ETF Advisers sold 37,256 Piedmont Realty Trust shares in Q1 2023, an estimated $342K.
Virtus ETF Advisers first reported a position in Piedmont Realty Trust in Q1 2020 and held it in 8 quarters.
Virtus ETF Advisers's Piedmont Realty Trust position peaked at $1.61M in Q4 2020.
255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2023.

Based on Virtus ETF Advisers's 13F filing for Q1 2023, filed 15 May 2023.