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Creative Planning PDM Position History
Piedmont Realty Trust, Inc. • Real Estate
Quarters held
10
Latest value
$590K
Q3 2026
Peak value
$661K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $661K |
| Q3 2025 | $158K |
| Q4 2025 | $629K |
| Q4 2025 | $147K |
| Q1 2026 | $115K |
| Q1 2026 | $386K |
| Q2 2026 | $161K |
| Q2 2026 | $590K |
| Q3 2026 | $156K |
| Q3 2026 | $590K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $590K | 66.3K | — | — |
| Q3 2026 | $156K | 17.6K | — | — |
| Q2 2026 | $590K | 64.5K | — | — |
| Q2 2026 | $161K | 17.6K | — | — |
| Q1 2026 | $386K | 58.7K | — | — |
| Q1 2026 | $115K | 17.6K | — | — |
| Q4 2025 | $147K | 17.6K | — | — |
| Q4 2025 | $629K | 75.4K | — | — |
| Q3 2025 | $158K | 17.6K | — | — |
| Q3 2025 | $661K | 73.5K | — | — |