WA
PDM

Wasatch Advisors’s Piedmont Realty Trust PDM Stock Holding History

Wasatch 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
2022
Q4 		– Sell
-210,000
Closed -$2.22M – 268
2022
Q3 		$2.22M Buy
210,000
+10,000
+5% +$126K 0.02% 225
2022
Q2 		$2.62M Buy
200,000
+15,000
+8% +$226K 0.02% 227
2022
Q1 		$3.19M Buy
185,000
+15,000
+9% +$263K 0.02% 239
2021
Q4 		$3.13M Buy
170,000
+4,000
+2% +$73.2K 0.01% 243
2021
Q3 		$2.89M Buy
166,000
+31,000
+23% +$564K 0.01% 262
2021
Q2 		$2.49M Buy
+135,000
New +$2.51M 0.01% 264

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Wasatch Advisors's PDM Position: Q4 2022 in Review

Wasatch Advisors sold out of Piedmont Realty Trust (PDM) in Q4 2022, closing a stake of 210,000 shares — an estimated $2.22M sold.

Wasatch Advisors first reported a position in PDM in Q2 2021 and held it in 6 quarters. The position peaked at $3.19M in Q1 2022. 259 funds tracked by Wall St. Rank hold PDM as of Q4 2022.

  • Wasatch Advisors reported no remaining Piedmont Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Wasatch Advisors sold 210,000 Piedmont Realty Trust shares in Q4 2022, an estimated $2.22M.
  • Wasatch Advisors first reported a position in Piedmont Realty Trust in Q2 2021 and held it in 6 quarters.
  • Wasatch Advisors's Piedmont Realty Trust position peaked at $3.19M in Q1 2022.
  • 259 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2022.

Based on Wasatch Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.