Position in PDM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$498,574
+$291,633 QoQ
Shares Held
54,489
+73.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 253 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $31,836,297 across 16 REIT - Office names. PDM ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
124,643 | $6,587,382 | |
| 2 | VNO |
Vornado Realty Trust
|
139,858 | $5,496,419 | |
| 3 | KRC |
Kilroy Realty Corp
|
123,995 | $4,646,092 | |
| 4 | BXP |
BXP, Inc.
|
68,600 | $4,548,866 | |
| 5 | CUZ |
Cousins Properties Inc
|
105,472 | $3,162,050 | |
| 6 | HIW |
Highwoods Properties, Inc.
|
62,897 | $1,896,973 | |
| 7 | HPP |
Hudson Pacific Properties, Inc.
|
69,997 | $1,063,254 | |
| 8 | SLG |
Sl Green Realty Corp
|
20,510 | $1,061,802 |
All Filings in PDM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,574 | 54,489 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $206,941 | 31,498 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $313,342 | 37,571 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $335,781 | 37,309 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $215,047 | 29,499 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $192,423 | 26,109 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $227,807 | 24,897 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $90,718 | 16,142 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $77,185 | 10,617 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $76,365 | 10,461 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $118,494 | 12,922 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $317,370 | 30,054 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $364,263 | 27,764 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $461,754 | 26,815 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $454,206 | 24,712 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $398,170 | 22,844 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $340,716 | 18,447 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $324,124 | 18,660 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $273,686 | 16,863 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $208,000 | 15,328 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $250,661 | 15,091 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $207,752 | 11,764 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||