Position in PDM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$10,212,407
-$3,782,862 QoQ
Shares Held
1,554,400
-7.4% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92%
Shared 7%
None 1%
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $585,721,459 across 18 REIT - Office names. PDM ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXP |
BXP, Inc.
|
2,344,421 | $121,675,448 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
2,297,222 | $106,637,043 | |
| 3 | VNO |
Vornado Realty Trust
|
2,514,173 | $65,343,354 | |
| 4 | CUZ |
Cousins Properties Inc
|
2,554,375 | $57,652,241 | |
| 5 | CDP |
Copt Defense Properties
|
1,682,296 | $51,478,256 | |
| 6 | KRC |
Kilroy Realty Corp
|
1,717,068 | $48,438,486 | |
| 7 | SLG |
Sl Green Realty Corp
|
1,053,443 | $38,914,182 | |
| 8 | HIW |
Highwoods Properties, Inc.
|
1,551,896 | $33,226,091 |
All Filings in PDM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,212,407 | 1,554,400 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,995,269 | 1,678,090 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,172,173 | 1,685,797 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,999,229 | 1,645,985 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,089,289 | 1,640,338 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,263,670 | 1,668,161 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,276,421 | 1,710,537 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $12,467,395 | 1,719,641 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,984,812 | 1,704,810 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,078,927 | 1,698,865 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,979,950 | 1,775,792 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,674,886 | 1,743,451 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,692,259 | 1,738,666 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $15,378,234 | 1,677,016 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $21,029,679 | 1,991,447 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $28,566,331 | 2,177,312 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $37,623,082 | 2,184,848 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $41,146,129 | 2,238,636 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $39,947,189 | 2,291,864 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $42,649,317 | 2,309,113 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $42,174,012 | 2,427,980 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $42,069,993 | 2,592,113 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $34,361,546 | 2,532,170 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $35,346,046 | 2,127,998 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $37,429,645 | 2,119,459 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||