Wipfli Financial Advisors’s Piedmont Realty Trust PDM Stock Holding History

Wipfli Financial 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 Q3	$43K	Buy	+4,119	New	+$51.7K	﹤0.01%	1165

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Wipfli Financial Advisors's PDM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Piedmont Realty Trust (PDM) in Q3 2022: 4,119 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings.

244 funds tracked by Wall St. Rank hold PDM as of Q3 2022.

Wipfli Financial Advisors held 4,119 shares of Piedmont Realty Trust worth $43K as of Q3 2022.
Piedmont Realty Trust was a new Wipfli Financial Advisors position in Q3 2022.
Piedmont Realty Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1165 holding.
244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.