Inspire Investing, LLC PDM — Piedmont Office Realty Trust Inc Cl A

Ownership history in Inspire Investing, LLC  ·  20 quarters on record

AI Ownership Summary

Inspire Investing, LLC reported Piedmont Office Realty Trust Inc Cl A (PDM) in 20 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q4. The latest visible filing shows PDM at 0.04% 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 Inspire Investing, LLC's position in Piedmont Office Realty Trust Inc 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 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 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 Inspire Investing, LLC fund profile Inspire Investing, LLC full holdings
How Inspire Investing, 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 77,441 +21,584 +38.6% 0.04% $509K 2026-04-23 $8.07
2025 Q4 ADDED — — — 55,857 +5,440 +10.8% 0.04% $466K 2026-02-17 $8.20
2025 Q3 REDUCED 7.1% -6.8% ✅ 50,417 -3,849 -7.1% 0.04% $454K 2025-10-15 $8.16
2025 Q2 ADDED — — — 54,266 +7,618 +16.3% 0.04% $396K 2025-07-24 $7.54
2025 Q1 ADDED — — — 46,648 +2,368 +5.3% 0.04% $344K 2025-06-03 $7.39
2024 Q4 ADDED — — — 44,280 +3,385 +8.3% 0.05% $405K 2025-01-17 $8.67
2024 Q3 REDUCED 6.5% -11.5% ✅ 40,895 -2,821 -6.5% 0.04% $413K 2024-10-10 $9.53
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PDM

As of 2026 Q1 — sorted by position size

Nepsis Inc. 3Y 7Y 0.7% Pflug Koory, LLC 3Y 7Y 0.01% Oak Thistle LLC 3Y 0.01% NOVARE CAPITAL MANAGEMENT LLC 3Y 7Y 0.01% Robeco Institutional Asset Management B.V. 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.0% GILPIN WEALTH MANAGEMENT, LLC 0.0% Merit Financial Group, LLC 3Y 7Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% Sumitomo Mitsui DS Asset Management Company, Ltd 3Y 7Y 0.0%

FAQ About Inspire Investing, 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 Inspire Investing, LLC reported owning PDM?

Inspire Investing, LLC reported PDM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported PDM position in Inspire Investing, LLC's portfolio?

The largest reported portfolio weight for PDM was 0.05% in 2024 Q4.

What is the latest reported PDM position on this page?

The most recent filing on this page is 2026 Q1, when Inspire Investing, LLC reported 77,441 shares, equal to 0.04% of portfolio, with an estimated market value of $509K.

What does the chart on this PDM ownership page compare?

The chart compares Inspire Investing, 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 Inspire Investing, LLC time their PDM position?

Based on 13F filing dates vs. subsequent PDM price moves, Inspire Investing, LLC correctly timed 11 out of 19 reported position changes (58%). The annualised alpha on PDM relative to SPY over the holding period was -27.7%.

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