VEA
PDM

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return