CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC PDM — Piedmont Office Realty Trust I

Ownership history in CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC  ·  33 quarters on record

AI Ownership Summary

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC reported Piedmont Office Realty Trust I (PDM) in 33 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.18% in 2024 Q1. The latest visible filing shows PDM at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC's position in Piedmont Office Realty Trust I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PDM was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PDM stock page CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC fund profile CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC full holdings
How CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC held PDM — position size vs. price
% of Fund (quarterly)    PDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 778,322 +16,201 +2.1% 0.10% $7.1M 2026-08-14 $9.48
2026 Q1 REDUCED 7.0% +41.7% ❌ 762,121 -57,117 -7.0% 0.07% $5.0M 2026-05-14 $8.04
2025 Q4 ADDED — — — 819,238 +122,346 +17.6% 0.10% $6.8M 2026-02-10 $8.76
2025 Q3 UNCHANGED — — — 696,892 — 0% 0.09% $6.3M 2025-11-13 $8.22
2025 Q2 REDUCED 43.0% +22.1% ❌ 696,892 -526,094 -43.0% 0.08% $5.1M 2025-08-06 $7.79
2025 Q1 ADDED — — — 1,222,986 +396,923 +48.0% 0.14% $9.0M 2025-05-14 $6.75
2024 Q4 REDUCED 21.7% -18.0% ✅ 826,063 -229,297 -21.7% 0.13% $7.6M 2025-02-06 $8.36
2024 Q3 REDUCED 20.6% -11.5% ✅ 1,055,360 -273,457 -20.6% 0.17% $10.7M 2024-11-14 $9.34
2024 Q2 REDUCED — — — 1,328,817 -52,292 -3.8% 0.18% $9.6M 2024-08-13 $8.50
2024 Q1 REDUCED — — — 1,381,109 -67,972 -4.7% 0.18% $9.7M 2024-05-10 $6.51
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PDM

As of 2026 Q2 — sorted by position size

WILSEY ASSET MANAGEMENT INC 3Y 7Y 6.6% Nepsis Inc. 3Y 7Y 1.5% DC Investments Management, LLC 3Y 7Y 1.27% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.98% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.52% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 0.34% DONALD SMITH & CO., INC. 3Y 7Y 0.31% VARCOV Co. 0.23% Polymer Capital Management (US) LLC 0.15% MQS Management LLC 3Y 0.12%

FAQ About CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC and PDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC reported owning PDM?

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC reported PDM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PDM position in CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC's portfolio?

The largest reported portfolio weight for PDM was 0.18% in 2024 Q1.

What is the latest reported PDM position on this page?

The most recent filing on this page is 2026 Q2, when CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC reported 778,322 shares, equal to 0.10% of portfolio, with an estimated market value of $7.1M.

What does the chart on this PDM ownership page compare?

The chart compares CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC's quarterly PDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC time their PDM position?

Based on 13F filing dates vs. subsequent PDM price moves, CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC correctly timed 15 out of 31 reported position changes (48%). The annualised alpha on PDM relative to SPY over the holding period was -16.6%.

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