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 234 filers reported holding PIEDMONT OFFICE REALTY TR IN in Q4 2020. The put-call ratio across all filers is 0.06 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 Q4 2020
NameSharesValueWeighting ↓
KESTREL INVESTMENT MANAGEMENT CORP 363,100$7,237,0003.42%
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3,713,161$74,003,0001.56%
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 475,445$9,476,0001.47%
AEW CAPITAL MANAGEMENT L P 2,080,800$41,470,0001.26%
Matarin Capital Management, LLC 585,285$11,665,0000.83%
PRIVATE MANAGEMENT GROUP INC 745,352$14,855,0000.76%
Convergence Investment Partners, LLC 92,959$1,853,0000.45%
FOSTER & MOTLEY INC 153,719$3,064,0000.43%
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 1,779,423$35,464,0000.38%
BSW Wealth Partners 49,996$996,0000.38%
View complete list of PIEDMONT OFFICE REALTY TR IN shareholders