Position in PDM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$429,060
-$889,392 QoQ
Shares Held
65,306
-58.7% QoQ
Ownership
0.052%
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 98%
Shared 0%
None 2%
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $70,548,506 across 19 REIT - Office names. PDM ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXP |
BXP, Inc.
|
312,452 | $16,216,257 | |
| 2 | VNO |
Vornado Realty Trust
|
547,952 | $14,241,270 | |
| 3 | SLG |
Sl Green Realty Corp
|
229,929 | $8,493,575 | |
| 4 | ARE |
Alexandria Real Estate Equities, Inc.
|
179,254 | $8,320,968 | |
| 5 | CDP |
Copt Defense Properties
|
218,426 | $6,683,834 | |
| 6 | CUZ |
Cousins Properties Inc
|
268,863 | $6,068,236 | |
| 7 | KRC |
Kilroy Realty Corp
|
119,670 | $3,375,889 | |
| 8 | HIW |
Highwoods Properties, Inc.
|
108,785 | $2,329,084 |
All Filings in PDM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $429,060 | 65,306 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,318,452 | 158,088 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,030,932 | 114,548 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $712,990 | 97,804 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $681,155 | 92,423 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $825,795 | 90,251 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $731,198 | 72,396 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $506,244 | 69,827 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $408,948 | 58,172 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $323,916 | 45,558 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $213,322 | 37,958 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $447,504 | 61,555 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $324,593 | 44,465 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $417,986 | 45,582 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $392,407 | 37,160 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $286,827 | 21,862 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,875,652 | 108,923 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,795,707 | 152,106 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,629,674 | 208,243 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,855,959 | 154,627 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,230,314 | 301,112 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,809,637 | 419,571 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $7,753,733 | 571,388 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $7,331,138 | 441,369 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,192,971 | 350,678 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||