Position in PDM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$236,170
+$66,592 QoQ
Shares Held
25,811
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#11
of 37 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026BFSG, LLC holds $765,955 across 4 REIT - Office names. PDM ranks #2 (30.8% of the industry book) .
All Filings in PDM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,170 | 25,811 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $169,578 | 25,811 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $200,243 | 24,010 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $213,570 | 23,730 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $185,093 | 25,390 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $187,492 | 25,440 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $235,063 | 25,690 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $281,083 | 27,830 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $221,922 | 30,610 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $225,733 | 32,110 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $228,302 | 32,110 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $170,960 | 30,420 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||