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 2022
Institutional positions in Piedmont Realty Trust, Inc. as of Sep 30, 2022. 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
- 244
- −6 vs. Q2 2022
- Shares held
- 104.4M
- +2.53M (+2.5%) vs. Q2 2022
- Total value
- $1.10B
- −$249.6M (−18.5%) vs. Q2 2022
- New holders
- 19
- 96 more added
- Sold out
- 25
- 84 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 2,445 | $26.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,908 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,698 | $18.0K | 0.01% | +29+1.7% | Added |
| TCI Wealth Advisors, Inc. | 1,672 | $18.0K | 0.00% | +1,672 | New |
| Dividend Assets Capital, LLC | 1,304 | $14.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,210 | $13.0K | 0.05% | +13+1.1% | Added |
| Avion Wealth | 1,200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,216 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,170 | $13.0K | 0.00% | +20+1.7% | Added |
| Cornerstone Management, Inc. | 1,100 | $11.6K | 0.00% | +1,100 | New |
| Private Trust Co NA | 1,065 | $11.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,068 | $11.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,000 | $11.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 1,000 | $11.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 972 | $10.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 993 | $10.0K | 0.01% | +16+1.6% | Added |
| Ronald Blue Trust, Inc. | 665 | $9.00K | 0.00% | +94+16.5% | Added |
| Hazlett, Burt & Watson, Inc. | 770 | $8.00K | 0.01% | +13+1.7% | Added |
| TSFG, LLC | 736 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 722 | $8.00K | 0.00% | +280+63.3% | Added |
| Center for Financial Planning, Inc. | 756 | $8.00K | 0.00% | +756 | New |
| AdvisorNet Financial, Inc | 652 | $7.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 707 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 683 | $7.00K | 0.00% | +73+12.0% | Added |
| Quadrant Capital Group LLC | 708 | $7.00K | 0.00% | +599+549.5% | Added |
| Signaturefd, LLC | 540 | $6.00K | 0.00% | −14−2.5% | Reduced |
| Selective Wealth Management, Inc. | 532 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 509 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 360 | $4.00K | 0.00% | +140+63.6% | Added |
| Bell Investment Advisors, Inc | 242 | $3.00K | 0.00% | +145+149.5% | Added |
| Clear Perspectives Financial Planning, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 158 | $2.00K | 0.00% | +62+64.6% | Added |
| FinTrust Capital Advisors, LLC | 102 | $1.00K | 0.00% | −544−84.2% | Reduced |
| Manchester Capital Management LLC | 85 | $1.00K | 0.00% | −125−59.5% | Reduced |
| Proequities, Inc. | 55 | $1.00K | 0.00% | −8−12.7% | Reduced |
| Massmutual Trust Co FSB | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 94 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 129 | $1.00K | 0.00% | +112+658.8% | Added |
| Ellevest, Inc. | 136 | $1.00K | 0.00% | +136 | New |
| Legend Financial Advisors, Inc. | 76 | $803 | 0.00% | +76 | New |
| Lindbrook Capital, LLC | 21 | $0 | 0.00% | −539−96.3% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 20 | $0 | 0.00% | 00.0% | Unchanged |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −205,688−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −110,736−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −87,847−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −76,545−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −48,411−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −25,935−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −20,998−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −20,018−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −19,166−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −17,019−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,220−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,505−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −12,608−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,662−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,770−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −4,643−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −2,828−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Private Capital Group, LLC | – | – | – | – | Not filed |