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, Q4 2021
Institutional positions in Piedmont Realty Trust, Inc. as of Dec 31, 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
- 239
- 0 vs. Q3 2021
- Shares held
- 101.9M
- −150.6K (−0.1%) vs. Q3 2021
- Total value
- $1.87B
- +$93.0M (+5.2%) vs. Q3 2021
- New holders
- 29
- 79 more added
- Sold out
- 29
- 84 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Midwest Financial, LLC | 1,170 | $22.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 1,200 | $22.0K | 0.01% | +1,200 | New |
| Parallel Advisors, LLC | 1,136 | $21.0K | 0.00% | +328+40.6% | Added |
| Tower Research Capital LLC (TRC) | 1,102 | $20.0K | 0.00% | −3,250−74.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,105 | $20.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,068 | $20.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 1,000 | $18.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 972 | $18.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 943 | $17.0K | 0.02% | +943 | New |
| TSFG, LLC | 736 | $14.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 707 | $13.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 652 | $12.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 646 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 530 | $10.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 532 | $10.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 512 | $9.41K | 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% | 00.0% | Unchanged |
| Signaturefd, LLC | 478 | $9.00K | 0.00% | +430+895.8% | Added |
| Masso Torrence Wealth Management Inc. | 424 | $8.00K | 0.01% | +424 | New |
| Private Capital Group, LLC | 263 | $5.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 279 | $5.00K | 0.00% | +279 | New |
| Clear Perspectives Financial Planning, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 149 | $3.00K | 0.00% | +49+49.0% | Added |
| Lee Financial Co | 151 | $3.00K | 0.00% | +151 | New |
| Quadrant Capital Group LLC | 117 | $2.00K | 0.00% | −46−28.2% | Reduced |
| Whittier Trust Co | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 127 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 102 | $2.00K | 0.00% | +102 | New |
| Rockefeller Capital Management L.P. | 99 | $1.00K | 0.00% | −98−49.7% | Reduced |
| Proequities, Inc. | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $0 | 0.00% | −14,153−99.9% | Reduced |
| 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% | 00.0% | Unchanged |
| Toronto Dominion Bank | 14 | $0 | 0.00% | +14 | New |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 0 | $0 | 0.00% | −487,965−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −468,982−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −409,216−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −387,500−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −194,858−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −165,300−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −143,062−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −93,055−100.0% | Sold out |
| Hill Winds Capital LP | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −47,484−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −42,600−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −30,305−100.0% | Sold out |
| Centersquare Investment Management LLC | 0 | $0 | 0.00% | −29,676−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −18,960−100.0% | Sold out |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −17,109−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −14,093−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,375−100.0% | Sold out |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −10,151−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,855−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |