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

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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%.

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Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of PIEDMONT OFFICE REALTY TR IN
ValueSharesWeighting
Q3 2023$7,253
-21.2%
1,291
+2.0%
0.00%0.0%
Q2 2023$9,202
+2.6%
1,266
+3.1%
0.00%0.0%
Q1 2023$8,972
-16.3%
1,228
+5.0%
0.00%
-33.3%
Q4 2022$10,725
-17.5%
1,1700.0%0.00%0.0%
Q3 2022$13,000
-13.3%
1,170
+1.7%
0.00%
-25.0%
Q2 2022$15,000
-21.1%
1,150
+1.6%
0.00%
-20.0%
Q1 2022$19,000
-5.0%
1,132
+2.4%
0.01%0.0%
Q4 2021$20,000
+5.3%
1,1050.0%0.01%0.0%
Q3 2021$19,000
-5.0%
1,105
+1.2%
0.01%0.0%
Q2 2021$20,000
+5.3%
1,092
+1.1%
0.01%
-16.7%
Q1 2021$19,000
-32.1%
1,080
-38.2%
0.01%
-33.3%
Q4 2020$28,000
+16.7%
1,7480.0%0.01%0.0%
Q3 2020$24,000
-17.2%
1,7480.0%0.01%
-18.2%
Q2 2020$29,000
-6.5%
1,7480.0%0.01%
-21.4%
Q1 2020$31,000
-20.5%
1,7480.0%0.01%
-17.6%
Q4 2019$39,000–1,748–0.02%–
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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