BerganKDV Wealth Management, LLC - PIEDMONT OFFICE REALTY TR IN ownership

PIEDMONT OFFICE REALTY TR IN's ticker is PDM and the CUSIP is 720190206. A total of 236 filers reported holding PIEDMONT OFFICE REALTY TR IN in Q3 2023. The put-call ratio across all filers is 2.72 and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of PIEDMONT OFFICE REALTY TR IN
ValueSharesWeighting
Q1 2022$22,000
-8.3%
1,3000.0%0.00%
-33.3%
Q4 2021$24,000
+4.3%
1,3000.0%0.00%0.0%
Q3 2021$23,000
-4.2%
1,3000.0%0.00%0.0%
Q2 2021$24,000
+4.3%
1,3000.0%0.00%0.0%
Q1 2021$23,000
+9.5%
1,3000.0%0.00%0.0%
Q4 2020$21,000
+16.7%
1,3000.0%0.00%0.0%
Q3 2020$18,000
-18.2%
1,3000.0%0.00%
-25.0%
Q2 2020$22,000
-4.3%
1,3000.0%0.00%
-20.0%
Q1 2020$23,000
-20.7%
1,3000.0%0.01%0.0%
Q4 2019$29,000
+7.4%
1,3000.0%0.01%0.0%
Q3 2019$27,000
+3.8%
1,3000.0%0.01%0.0%
Q2 2019$26,000
-3.7%
1,3000.0%0.01%
-16.7%
Q1 2019$27,000
+22.7%
1,3000.0%0.01%
+20.0%
Q4 2018$22,000
-12.0%
1,3000.0%0.01%0.0%
Q3 2018$25,000
-3.8%
1,3000.0%0.01%
-16.7%
Q2 2018$26,0001,3000.01%
Other shareholders
PIEDMONT OFFICE REALTY TR IN shareholders Q3 2023
NameSharesValueWeighting ↓
KESTREL INVESTMENT MANAGEMENT CORP 337,150$5,954,0004.61%
Sowa Financial Group, Inc. 248,189$4,383,000,0003.86%
Hillcrest Asset Management LLC 462,257$8,163,0001.96%
Hood River Capital Management LLC 1,652,992$29,192,0001.67%
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3,000,727$52,993,0001.47%
Matarin Capital Management, LLC 345,073$6,094,0000.95%
PRIVATE MANAGEMENT GROUP INC 511,562$9,034,0000.74%
CHARTWELL INVESTMENT PARTNERS, LLC 763,429$13,482,0000.63%
Virtus ETF Advisers LLC 74,199$1,310,0000.54%
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 1,947,001$34,384,0000.54%
View complete list of PIEDMONT OFFICE REALTY TR IN shareholders