ZIM
PDM

Zacks Investment Management’s Piedmont Realty Trust PDM Stock Holding History

Zacks Investment Management’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
Q1 		– Sell
-49,434
Closed -$909K – 642
2021
Q4 		$909K Buy
+49,434
New +$905K 0.01% 383
2015
Q4 		– Sell
-20,351
Closed -$364K – 637
2015
Q3 		$364K Buy
20,351
+1,475
+8% +$26.4K 0.01% 479
2015
Q2 		$332K Buy
+18,876
New +$336K 0.01% 505

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 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

Zacks Investment Management's PDM Position: Q1 2022 in Review

Zacks Investment Management sold out of Piedmont Realty Trust (PDM) in Q1 2022, closing a stake of 49,434 shares — an estimated $909K sold.

Zacks Investment Management first reported a position in PDM in Q2 2015 and held it in 3 quarters. The position peaked at $909K in Q4 2021. 242 funds tracked by Wall St. Rank hold PDM as of Q1 2022.

  • Zacks Investment Management reported no remaining Piedmont Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Zacks Investment Management sold 49,434 Piedmont Realty Trust shares in Q1 2022, an estimated $909K.
  • Zacks Investment Management first reported a position in Piedmont Realty Trust in Q2 2015 and held it in 3 quarters.
  • Zacks Investment Management's Piedmont Realty Trust position peaked at $909K in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2022.

Based on Zacks Investment Management's 13F filing for Q1 2022, filed 13 May 2022.