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Piedmont Office Realty Trust shares owned by BSW Wealth Partners

Quarter-by-quarter ownership of Piedmont Office Realty Trust (PDM) shares owned by BSW Wealth Partners from 13F filings

Historical chart of BSW Wealth Partners investment in Piedmont Office Realty Trust

Tip: Access up to 7 years of quarterly data

All positions including Piedmont Office Realty Trust held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Piedmont Office Realty Trust by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $352k 50k 7.03
2023-12-31 $356k 50k 7.11
2023-09-30 $281k 50k 5.62
2023-06-30 $364k 50k 7.27
2023-03-31 $365k 50k 7.30
2022-12-31 $458k 50k 9.16
2022-09-30 $528k 50k 10.56
2022-06-30 $656k 50k 13.12
2022-03-31 $861k 50k 17.22
2021-12-31 $919k 50k 18.38
2021-09-30 $871k 50k 17.42
2021-06-30 $923k 50k 18.46
2021-03-31 $868k 50k 17.36
2020-12-31 $811k 50k 16.22
2020-09-30 $678k 50k 13.56
2020-06-30 $830k 50k 16.60
2020-03-31 $883k 50k 17.66
2019-12-31 $1.1M 50k 22.24
2019-09-30 $1.0M 50k 20.88
2019-06-30 $996k 50k 19.92
2019-03-31 $1.0M 50k 20.84
2018-12-31 $852k 50k 17.04
2018-09-30 $946k 50k 18.92
2018-06-30 $996k 50k 19.92
2018-03-31 $879k 50k 17.58
2017-12-31 $980k 50k 19.60
2017-09-30 $1.0M 50k 20.16
2017-06-30 $1.1M 50k 21.08
2017-03-31 $1.1M 50k 21.38
2016-12-31 $1.0M 50k 20.90
2016-09-30 $50k 1.1k 45.95
2016-06-30 $1.1M 50k 21.54
2016-03-31 $1.0M 50k 20.30
2015-12-31 $944k 50k 18.88
2015-09-30 $894k 50k 17.88
2015-06-30 $879k 50k 17.58
2015-03-31 $930k 50k 18.60
2014-12-31 $942k 50k 18.84
2014-09-30 $882k 50k 17.64
2014-06-30 $947k 50k 18.94
2014-03-31 $857k 50k 17.14
2013-12-31 $837k 51k 16.52
2013-09-30 $879k 51k 17.35
2013-06-30 $906k 51k 17.89

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Ishares Tr Core Msci Intl (IDEV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Grwt Allocat Etf (AOR)

View all positions for BSW Wealth Partners

Top funds holding Piedmont Office Realty Trust

Vanguard Group
Private Management Group
LSV Asset Management
Charles Schwab Investment Management
Wilsey Asset Management
Man Group
Dimensional Fund Advisors
Ing Clarion Real Estate Securities
Norges Bank Investment Management
Wellington Management Company
Systematic Financial Management
Goldman Sachs Group
AQR Capital Management
Two Sigma Advisers
Ubs Global Asset Management Americas

View all funds holding Piedmont Office Realty Trust