EVERGREEN CAPITAL MANAGEMENT LLC PDM — PIEDMONT OFFICE REALTY TR IN

Ownership history in EVERGREEN CAPITAL MANAGEMENT LLC  ·  15 quarters on record

AI Ownership Summary

EVERGREEN CAPITAL MANAGEMENT LLC reported PIEDMONT OFFICE REALTY TR IN (PDM) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows PDM at 0.00% 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 EVERGREEN CAPITAL MANAGEMENT LLC's position in PIEDMONT OFFICE REALTY TR IN, 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 Q3

PDM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 EVERGREEN CAPITAL MANAGEMENT LLC fund profile EVERGREEN CAPITAL MANAGEMENT LLC full holdings
How EVERGREEN 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 16,030 -591 -3.6% 0.00% $143K 2026-10-23 $9.68
2026 Q2 REDUCED 7.6% -0.6% ✅ 16,621 -1,372 -7.6% 0.00% $152K 2026-07-23 $9.57
2026 Q1 REDUCED — — — 17,993 -887 -4.7% 0.00% $118K 2026-05-14 $8.04
2025 Q4 REDUCED — — — 18,880 -392 -2.0% 0.00% $157K 2026-01-27 $8.32
2025 Q3 REDUCED — — — 19,272 -225 -1.2% 0.00% $173K 2025-10-28 $8.60
2025 Q2 REDUCED 19.3% +22.1% ❌ 19,497 -4,661 -19.3% 0.00% $142K 2025-08-14 $7.76
2025 Q1 REDUCED — — — 24,158 -1,016 -4.0% 0.01% $178K 2025-05-15 $6.90
2024 Q4 REDUCED — — — 25,174 -340 -1.3% 0.01% $234K 2025-02-13 $7.82
2024 Q3 REDUCED 28.7% -11.5% ✅ 25,514 -10,245 -28.7% 0.01% $258K 2024-11-14 $9.34
2024 Q2 ADDED — — — 35,759 +13,017 +57.2% 0.01% $259K 2024-08-14 $8.49
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PDM

As of 2026 Q3 — sorted by position size

WILSEY ASSET MANAGEMENT INC 3Y 7Y 6.45% Nepsis Inc. 3Y 7Y 1.37% HARBOR CAPITAL ADVISORS, INC. 3Y 0.09% Inspire Investing, LLC 3Y 7Y 0.03% State of Alaska, Department of Revenue 3Y 7Y 0.01% GILPIN WEALTH MANAGEMENT, LLC 0.01% SIGNATUREFD, LLC 3Y 7Y 0.0% Sumitomo Mitsui DS Asset Management Company, Ltd 3Y 7Y 0.0% Essential Partners LLC 0.0% IFM Investors Pty Ltd 3Y 7Y 0.0%

FAQ About EVERGREEN 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 EVERGREEN CAPITAL MANAGEMENT LLC reported owning PDM?

EVERGREEN CAPITAL MANAGEMENT LLC reported PDM across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported PDM position in EVERGREEN CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for PDM was 0.01% in 2024 Q2.

What is the latest reported PDM position on this page?

The most recent filing on this page is 2026 Q3, when EVERGREEN CAPITAL MANAGEMENT LLC reported 16,030 shares, equal to 0.00% of portfolio, with an estimated market value of $143K.

What does the chart on this PDM ownership page compare?

The chart compares EVERGREEN 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 EVERGREEN CAPITAL MANAGEMENT LLC time their PDM position?

Based on 13F filing dates vs. subsequent PDM price moves, EVERGREEN CAPITAL MANAGEMENT LLC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on PDM relative to SPY over the holding period was +74.8%.

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