DGS Capital Management, LLC PDM — PIEDMONT OFFICE REALTY TR INC COM CL A

Ownership history in DGS Capital Management, LLC  ·  6 quarters on record

AI Ownership Summary

DGS Capital Management, LLC reported PIEDMONT OFFICE REALTY TR INC COM CL A (PDM) in 6 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows PDM at 0.02% 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.

What this PDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DGS Capital Management, LLC's position in PIEDMONT OFFICE REALTY TR INC COM CL A, 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 Q1

PDM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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
2023 Q4 to 2026 Q1

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 DGS Capital Management, LLC fund profile DGS Capital Management, LLC full holdings
How DGS Capital Management, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 15,980 -4,286 -21.1% 0.02% $105K 2026-04-28 $8.52
2025 Q4 REDUCED — — — 20,266 -270 -1.3% 0.04% $149K 2026-02-24 $7.50
2024 Q4 REDUCED 18.9% -18.0% ✅ 20,536 -4,789 -18.9% 0.05% $188K 2025-01-21 $8.69
2024 Q3 REDUCED 9.0% -11.5% ✅ 25,325 -2,511 -9.0% 0.05% $184K 2024-12-10 $9.03
2024 Q1 ADDED — — — 27,836 +12,627 +83.0% 0.06% $196K 2024-04-15 $6.13
2023 Q4 INITIATED — — — 15,209 — — 0.06% $111K 2024-01-30 $6.67

🏢 Other funds also holding PDM

As of 2026 Q1 — sorted by position size

WILSEY ASSET MANAGEMENT INC 3Y 7Y 5.04% Nepsis Inc. 3Y 7Y 0.7% Inspire Investing, LLC 3Y 7Y 0.04% HARBOR CAPITAL ADVISORS, INC. 3Y 0.04% OVERSEA-CHINESE BANKING Corp Ltd 3Y 0.04% Pflug Koory, LLC 3Y 7Y 0.01% Oak Thistle LLC 3Y 0.01% Ethic Inc. 3Y 0.01% NOVARE CAPITAL MANAGEMENT LLC 3Y 7Y 0.01% Robeco Institutional Asset Management B.V. 3Y 7Y 0.01%

FAQ About DGS Capital Management, 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 DGS Capital Management, LLC reported owning PDM?

DGS Capital Management, LLC reported PDM across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PDM position in DGS Capital Management, LLC's portfolio?

The largest reported portfolio weight for PDM was 0.06% in 2024 Q1.

What is the latest reported PDM position on this page?

The most recent filing on this page is 2026 Q1, when DGS Capital Management, LLC reported 15,980 shares, equal to 0.02% of portfolio, with an estimated market value of $105K.

What does the chart on this PDM ownership page compare?

The chart compares DGS Capital Management, 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 DGS Capital Management, LLC time their PDM position?

Based on 13F filing dates vs. subsequent PDM price moves, DGS Capital Management, LLC correctly timed 3 out of 5 reported position changes (60%).

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