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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $3.47B AUM 13.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

WFA of San Diego's PDM Position: Q1 2026 in Review

WFA of San Diego held its Piedmont Realty Trust (PDM) position steady in Q1 2026 at 2,828 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #258.

WFA of San Diego first reported a position in PDM in Q2 2022 and has held it in 10 quarters since. The position peaked at $37K in Q2 2022. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

WFA of San Diego held 2,828 shares of Piedmont Realty Trust worth $18.6K as of Q1 2026.
WFA of San Diego left its Piedmont Realty Trust share count unchanged in Q1 2026.
Piedmont Realty Trust made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #258 holding.
WFA of San Diego first reported a position in Piedmont Realty Trust in Q2 2022 and has held it in 10 quarters since.
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 Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.