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WFA of San Diego’s Piedmont Realty Trust PDM Stock Holding History

WFA of San Diego’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
2026
Q2 		– Sell
-2,828
Closed -$18.6K – 295
2026
Q1 		$18.6K Hold
2,828
– – 0.01% 258
2025
Q4 		$23.6K Hold
2,828
– – 0.02% 259
2025
Q3 		$25.5K Hold
2,828
– – 0.02% 261
2025
Q2 		$20.6K Buy
+2,828
New +$19.5K 0.02% 268
2024
Q3 		$28.6K Hold
2,828
– – 0.02% 221
2024
Q2 		$20.5K Buy
+2,828
New +$19.7K 0.02% 239
2023
Q3 		$15.9K Hold
2,828
– – 0.02% 252
2023
Q2 		$20.6K Buy
+2,828
New +$18.8K 0.02% 232
2023
Q1 		– Sell
-2,828
Closed -$25.9K – 316
2022
Q4 		$25.9K Buy
+2,828
New +$27.9K 0.02% 268
2022
Q3 		– Sell
-2,828
Closed -$37K – 308
2022
Q2 		$37K Buy
+2,828
New +$42.6K 0.03% 181

Other funds holding PDM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WFA of San Diego's PDM Position: Q2 2026 in Review

WFA of San Diego sold out of Piedmont Realty Trust (PDM) in Q2 2026, closing a stake of 2,828 shares — an estimated $18.6K sold.

WFA of San Diego first reported a position in PDM in Q2 2022 and held it in 10 quarters. The position peaked at $37K in Q2 2022. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • WFA of San Diego reported no remaining Piedmont Realty Trust position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 2,828 Piedmont Realty Trust shares in Q2 2026, an estimated $18.6K.
  • WFA of San Diego first reported a position in Piedmont Realty Trust in Q2 2022 and held it in 10 quarters.
  • WFA of San Diego's Piedmont Realty Trust position peaked at $37K in Q2 2022.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.