PDM β€” PIEDMONT OFFICE REALTY TR IN

Ownership history in Helix Partners Management LP  Β·  5 quarters on record

AI Ownership Summary

Helix Partners Management LP reported PIEDMONT OFFICE REALTY TR IN (PDM) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.36% in 2025 Q3. The latest visible filing shows PDM at 1.75% 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 Helix Partners Management LP'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
2025 Q4

PDM was reported at 1.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.36% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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.

How Helix Partners Management LP held PDM β€” position size vs. price
% of Fund (quarterly)    PDM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 625,000 β€” 0% 1.75% $5.2M 2026-02-14 (Est.) $8.25
2025 Q3 UNCHANGED 625,000 β€” 0% 2.36% $5.6M 2025-11-13 $8.22
2025 Q2 REDUCED 625,000 -175,000 -21.9% 1.72% $4.6M 2025-08-13 $7.81
2025 Q1 ADDED 800,000 +100,000 +14.3% 1.75% $5.9M 2025-05-14 $6.75
2024 Q4 INITIATED 700,000 β€” β€” 1.12% $6.4M 2025-02-12 $7.88

FAQ About Helix Partners Management LP and PDM

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

How long has Helix Partners Management LP reported owning PDM?

Helix Partners Management LP reported PDM across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported PDM position in Helix Partners Management LP's portfolio?

The largest reported portfolio weight for PDM was 2.36% in 2025 Q3.

What is the latest reported PDM position on this page?

The most recent filing on this page is 2025 Q4, when Helix Partners Management LP reported 625,000 shares, equal to 1.75% of portfolio, with an estimated market value of $5.2M.

What does the chart on this PDM ownership page compare?

The chart compares Helix Partners Management LP'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.

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