WC
PDM

Wexford Capital’s Piedmont Realty Trust PDM Stock Holding History

Wexford Capital’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
-33,642
Closed -$355K – 166
2022
Q3 		$355K Buy
33,642
+2,971
+10% +$37.3K 0.11% 92
2022
Q2 		$402 Buy
+30,671
New +$462K 0.02% 123

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Wexford Capital's PDM Position: Q4 2022 in Review

Wexford Capital sold out of Piedmont Realty Trust (PDM) in Q4 2022, closing a stake of 33,642 shares — an estimated $355K sold.

Wexford Capital first reported a position in PDM in Q2 2022 and held it in 2 quarters. The position peaked at $355K in Q3 2022. 260 funds tracked by Wall St. Rank hold PDM as of Q4 2022.

  • Wexford Capital reported no remaining Piedmont Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Wexford Capital sold 33,642 Piedmont Realty Trust shares in Q4 2022, an estimated $355K.
  • Wexford Capital first reported a position in Piedmont Realty Trust in Q2 2022 and held it in 2 quarters.
  • Wexford Capital's Piedmont Realty Trust position peaked at $355K in Q3 2022.
  • 260 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2022.

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