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 2022
Institutional positions in Piedmont Realty Trust, Inc. as of Dec 31, 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
- 260
- +22 vs. Q3 2022
- Shares held
- 102.4M
- −1.93M (−1.9%) vs. Q3 2022
- Total value
- $940.0M
- −$161.6M (−14.7%) vs. Q3 2022
- New holders
- 45
- 103 more added
- Sold out
- 23
- 72 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 7,902 | $72.0K | 0.00% | −2,297−22.5% | Reduced |
| Advisory Services Network, LLC | 7,378 | $67.7K | 0.00% | +7,378 | New |
| Harvest Fund Management Co., Ltd | 7,213 | $66.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,635 | $60.8K | 0.01% | +5,927+837.1% | Added |
| Spire Wealth Management | 5,281 | $48.0K | 0.00% | +965+22.4% | Added |
| Pflug Koory, LLC | 4,676 | $43.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,675 | $42.9K | 0.00% | +4,675 | New |
| CWM, LLC | 4,286 | $39.0K | 0.00% | −474−10.0% | Reduced |
| TD Private Client Wealth LLC | 3,962 | $36.3K | 0.00% | +639+19.2% | Added |
| State of Wyoming | 2,925 | $26.8K | 0.01% | −6,449−68.8% | Reduced |
| Ronald Blue Trust, Inc. | 2,474 | $26.0K | 0.00% | +1,809+272.0% | Added |
| WFA of San Diego, LLC | 2,828 | $25.9K | 0.02% | +2,828 | New |
| Zullo Investment Group, Inc. | 2,445 | $22.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,777 | $21.3K | 0.00% | +2,777 | New |
| Quarry LP | 2,166 | $19.9K | 0.02% | +2,166 | New |
| Sound Income Strategies, LLC | 1,908 | $17.5K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,882 | $17.3K | 0.00% | +210+12.6% | Added |
| Advanced Asset Management Advisors Inc | 1,881 | $17.3K | 0.00% | +1,881 | New |
| Parallel Advisors, LLC | 1,719 | $15.8K | 0.00% | −1,656−49.1% | Reduced |
| Rise Advisors, LLC | 1,698 | $15.6K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,304 | $12.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,335 | $12.0K | 0.00% | +270+25.4% | Added |
| Johnson Midwest Financial, LLC | 1,210 | $11.0K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,216 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,170 | $10.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 972 | $10.3K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,068 | $9.79K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 993 | $9.00K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 770 | $7.00K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 736 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 756 | $6.93K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 683 | $6.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 748 | $6.00K | 0.00% | +748 | New |
| AdvisorNet Financial, Inc | 652 | $5.98K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 509 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 538 | $4.93K | 0.00% | +517+2,461.9% | Added |
| Money Concepts Capital Corp | 500 | $4.58K | 0.00% | +500 | New |
| Parkside Financial Bank & Trust | 481 | $4.41K | 0.00% | +481 | New |
| North Star Investment Management Corp. | 460 | $4.22K | 0.00% | +100+27.8% | Added |
| Crewe Advisors LLC | 442 | $4.05K | 0.00% | −280−38.8% | Reduced |
| Ellevest, Inc. | 436 | $4.00K | 0.00% | +300+220.6% | Added |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | +400 | New |
| CoreCap Advisors, LLC | 279 | $2.56K | 0.00% | +279 | New |
| Manchester Capital Management LLC | 258 | $2.37K | 0.00% | +173+203.5% | Added |
| Covestor Ltd | 221 | $2.00K | 0.00% | +92+71.3% | Added |
| Lee Financial Co | 206 | $1.89K | 0.00% | +186+930.0% | Added |
| Aua Capital Management, LLC | 185 | $1.70K | 0.00% | +27+17.1% | Added |
| Massmutual Trust Co FSB | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 108 | $990 | 0.00% | +108 | New |
| FinTrust Capital Advisors, LLC | 102 | $935 | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 95 | $891 | 0.00% | +95 | New |
| Whittier Trust Co | 94 | $861 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 85 | $779 | 0.00% | +85 | New |
| Legend Financial Advisors, Inc. | 76 | $697 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 64 | $587 | 0.00% | +55+611.1% | Added |
| Proequities, Inc. | 55 | $515 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,731 | $126 | 0.00% | −905−6.2% | Reduced |
| Huntington National Bank | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Heitman Real Estate Securities LLC | 0 | $0 | 0.00% | −2,715,014−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −1,103,532−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −223,690−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −105,206−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −76,828−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −76,796−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −71,500−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −56,316−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −43,290−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −40,809−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −39,521−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −33,642−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −24,557−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −23,565−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −21,461−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −10,025−100.0% | Sold out |
| Cornerstone Management, Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −707−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Clear Perspectives Financial Planning, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Redpoint Investment Management Pty Ltd | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Strategic Asset Management, LLC | – | – | – | – | Not filed |