Piedmont Realty Trust, Inc.
PDM- Exchange
- NYSE
- Industry
- Opeators of Nonresidential Buildings
- SEC CIK
- 0001042776
No open-market purchases or sales by Piedmont Realty Trust, Inc. insiders were filed in the last 90 days; 253 institutions reported holding it in 13F filings for Q2 2026, worth $1.07B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Piedmont Realty Trust, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 241
- +3 vs. Q2 2021
- Shares held
- 102.1M
- −816.7K (−0.8%) vs. Q2 2021
- Total value
- $1.78B
- −$121.2M (−6.4%) vs. Q2 2021
- New holders
- 29
- 81 more added
- Sold out
- 26
- 82 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PDM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 253 | $1.07B |
| Q1 2026 | 254 | $736.9M |
| Q4 2025 | 249 | $946.6M |
| Q3 2025 | 253 | $995.9M |
| Q2 2025 | 263 | $817.4M |
| Q1 2025 | 252 | $789.8M |
| Q4 2024 | 255 | $997.0M |
| Q3 2024 | 244 | $1.09B |
| Q2 2024 | 231 | $771.1M |
| Q1 2024 | 236 | $746.6M |
| Q4 2023 | 237 | $748.1M |
| Q3 2023 | 241 | $592.0M |
| Q2 2023 | 246 | $773.5M |
| Q1 2023 | 256 | $776.5M |
| Q4 2022 | 260 | $940.0M |
| Q3 2022 | 244 | $1.10B |
| Q2 2022 | 251 | $1.35B |
| Q1 2022 | 241 | $1.76B |
| Q4 2021 | 239 | $1.87B |
| Q3 2021 | 241 | $1.78B |
| Q2 2021 | 242 | $1.90B |
| Q1 2021 | 246 | $1.79B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 1,304 | $23.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,216 | $21.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,170 | $20.0K | 0.02% | +8+0.7% | Added |
| Sugarloaf Wealth Management, LLC | 1,105 | $19.0K | 0.01% | +13+1.2% | Added |
| Laurel Wealth Advisors LLC | 1,068 | $19.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 1,000 | $18.0K | 0.03% | +1,000 | New |
| Herold Advisors, Inc. | 1,044 | $18.0K | 0.01% | +1,044 | New |
| Highlander Capital Management, LLC | 1,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 972 | $17.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 808 | $14.0K | 0.00% | +65+8.7% | Added |
| TSFG, LLC | 736 | $13.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 750 | $13.0K | 0.00% | +750 | New |
| Moisand Fitzgerald Tamayo, LLC | 707 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 724 | $12.0K | 0.00% | +724 | New |
| AdvisorNet Financial, Inc | 652 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 646 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 530 | $9.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 532 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 509 | $9.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 504 | $9.00K | 0.00% | +428+563.2% | Added |
| Koshinski Asset Management, Inc. | 512 | $8.92K | 0.00% | +512 | New |
| Private Capital Group, LLC | 263 | $5.00K | 0.00% | −26−9.0% | Reduced |
| Quadrant Capital Group LLC | 163 | $3.00K | 0.00% | +7+4.5% | Added |
| Rockefeller Capital Management L.P. | 197 | $3.00K | 0.00% | +98+99.0% | Added |
| Clear Perspectives Financial Planning, LLC | 200 | $3.00K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 123 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 127 | $2.00K | 0.00% | −7−5.2% | Reduced |
| Federated Hermes, Inc. | 86 | $1.00K | 0.00% | −56−39.4% | Reduced |
| Signaturefd, LLC | 48 | $1.00K | 0.00% | −106−68.8% | Reduced |
| Proequities, Inc. | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 77 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 61 | $1.00K | 0.00% | +61 | New |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $0 | 0.00% | +15 | New |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −225,738−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −159,968−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −159,726−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −56,614−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −40,468−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −39,519−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −36,607−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −26,789−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,200−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −14,909−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −14,377−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,764−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −13,037−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −10,580−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −5,383−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,042−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,029−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,896−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −1,720−100.0% | Sold out |
| BBVA USA | 0 | $0 | 0.00% | −1,472−100.0% | Sold out |
| Legacy Bridge, LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| QS Investors, LLC | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Hoover Financial Advisors, Inc. | – | – | – | – | Not filed |