Manager × security

WILSEY ASSET MANAGEMENT INC PDM holdings history

Who else holds this security? →

PIEDMONT REALTY TRUST INC · CUSIP 720190206 · CIK 1598379

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, WILSEY ASSET MANAGEMENT INC reported 4.91M PDM (shares), valued at $44.92M, or 6.60% of its reported non-derivative portfolio. Filed 2026-07-08.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
6.60%
Shares
4.91M
4,909,232
Reported value
$44.92M
USD

Shares increased 0.34%; reported value increased 39.74%, and weight changed +1.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20266.60%4,909,232SEC filing ↗Filed Jul 8, 2026
Q1 20265.04%4,892,550SEC filing ↗Filed Apr 28, 2026
Q4 20255.49%4,240,902SEC filing ↗Filed Jan 7, 2026
Q3 20256.70%4,061,901SEC filing ↗Filed Oct 9, 2025
Q2 20255.53%4,115,288SEC filing ↗Filed Jul 15, 2025
Q1 20255.93%4,011,630SEC filing ↗Filed Apr 17, 2025
Q4 20246.71%3,953,542SEC filing ↗Filed Jan 28, 2025
Q3 20247.18%3,876,322SEC filing ↗Filed Oct 15, 2024
Q2 20245.94%3,899,800SEC filing ↗Filed Jul 18, 2024
Q1 20243.72%2,597,119SEC filing ↗Filed Apr 2, 2024
Q4 20232.80%1,930,974SEC filing ↗Filed Jan 18, 2024
Q3 20232.32%1,817,333SEC filing ↗Filed Oct 13, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20232.32%1,817,333$10.21MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 13, 2023
Q4 20232.80%1,930,974$13.73MShares increased 6.25%; reported value increased 34.42%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 18, 2024
Q1 20243.72%2,597,119$18.26MShares increased 34.50%; reported value increased 32.98%, and weight changed +0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 2, 2024
Q2 20245.94%3,899,800$28.27MShares increased 50.16%; reported value increased 54.86%, and weight changed +2.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 18, 2024
Q3 20247.18%3,876,322$39.15MShares decreased 0.60%; reported value increased 38.47%, and weight changed +1.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 15, 2024
Q4 20246.71%3,953,542$36.17MShares increased 1.99%; reported value decreased 7.60%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 28, 2025
Q1 20255.93%4,011,630$29.57MShares increased 1.47%; reported value decreased 18.27%, and weight changed -0.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 17, 2025
Q2 20255.53%4,115,288$30.00MShares increased 2.58%; reported value increased 1.47%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 15, 2025
Q3 20256.70%4,061,901$36.56MShares decreased 1.30%; reported value increased 21.86%, and weight changed +1.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 9, 2025
Q4 20255.49%4,240,902$35.37MShares increased 4.41%; reported value decreased 3.25%, and weight changed -1.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 7, 2026
Q1 20265.04%4,892,550$32.14MShares increased 15.37%; reported value decreased 9.12%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 28, 2026
Q2 20266.60%4,909,232$44.92MShares increased 0.34%; reported value increased 39.74%, and weight changed +1.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 8, 2026
WILSEY ASSET MANAGEMENT INC · PIEDMONT REALTY TRUST INC

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1598379","quarter":"2026Q2","cusip":"720190206"}

get_institutional_manager_history
{"cik":"1598379","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.