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, Q1 2023
Institutional positions in Piedmont Realty Trust, Inc. as of Mar 31, 2023. 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
- 256
- −2 vs. Q4 2022
- Shares held
- 104.4M
- +2.08M (+2.0%) vs. Q4 2022
- Total value
- $776.5M
- −$162.7M (−17.3%) vs. Q4 2022
- New holders
- 35
- 97 more added
- Sold out
- 37
- 86 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1 | $7 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 28 | $199 | 0.00% | −57−67.1% | Reduced |
| Bell Investment Advisors, Inc | 65 | $475 | 0.00% | +65 | New |
| Whittier Trust Co | 94 | $686 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $730 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 118 | $861 | 0.00% | +10+9.3% | Added |
| FinTrust Capital Advisors, LLC | 102 | $936 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 117 | $1.00K | 0.00% | +117 | New |
| Denali Advisors LLC | 220 | $1.61K | 0.00% | −40,100−99.5% | Reduced |
| Umb Bank N A | 247 | $1.80K | 0.00% | +247 | New |
| Covestor Ltd | 332 | $2.00K | 0.00% | +111+50.2% | Added |
| GWM Advisors LLC | 431 | $3.15K | 0.00% | −2,346−84.5% | Reduced |
| Manchester Capital Management LLC | 472 | $3.45K | 0.00% | +214+82.9% | Added |
| Parkside Financial Bank & Trust | 481 | $3.51K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 544 | $3.97K | 0.00% | +544 | New |
| Capital Analysts, LLC | 509 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 652 | $4.76K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 736 | $5.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 756 | $5.52K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 797 | $5.82K | 0.00% | +797 | New |
| Hazlett, Burt & Watson, Inc. | 809 | $6.00K | 0.00% | +39+5.1% | Added |
| North Star Investment Management Corp. | 840 | $6.13K | 0.00% | +380+82.6% | Added |
| Highlander Capital Management, LLC | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 972 | $7.10K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,040 | $7.59K | 0.01% | +47+4.7% | Added |
| Private Trust Co NA | 1,065 | $7.78K | 0.00% | −270−20.2% | Reduced |
| Laurel Wealth Advisors LLC | 1,068 | $7.80K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,228 | $8.97K | 0.00% | +58+5.0% | Added |
| Tradition Wealth Management, LLC | 1,216 | $9.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,247 | $9.10K | 0.01% | +37+3.1% | Added |
| Avion Wealth | 1,200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,304 | $12.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,713 | $12.5K | 0.01% | +1,713 | New |
| Rise Advisors, LLC | 1,784 | $13.0K | 0.01% | +86+5.1% | Added |
| Sound Income Strategies, LLC | 1,908 | $13.9K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,004 | $14.6K | 0.00% | +1,568+359.6% | Added |
| Lindbrook Capital, LLC | 2,758 | $20.1K | 0.00% | +2,220+412.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,058 | $22.3K | 0.00% | −24,723−89.0% | Reduced |
| TD Private Client Wealth LLC | 3,250 | $23.7K | 0.00% | −712−18.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,431 | $25.0K | 0.00% | −4,471−56.6% | Reduced |
| Quarry LP | 3,871 | $28.3K | 0.02% | +1,705+78.7% | Added |
| Global Retirement Partners, LLC | 4,675 | $29.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,455 | $33.0K | 0.00% | +169+3.9% | Added |
| Pflug Koory, LLC | 4,676 | $34.1K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,840 | $35.3K | 0.00% | +3,121+181.6% | Added |
| Advisory Services Network, LLC | 5,228 | $38.2K | 0.00% | −2,150−29.1% | Reduced |
| Ronald Blue Trust, Inc. | 4,233 | $39.0K | 0.00% | +1,759+71.1% | Added |
| Ameritas Advisory Services, LLC | 6,091 | $43.1K | 0.00% | +6,091 | New |
| Point72 Middle East FZE | 6,915 | $50.5K | 0.00% | −8,876−56.2% | Reduced |
| Signaturefd, LLC | 7,995 | $58.4K | 0.00% | −8,087−50.3% | Reduced |
| Accel Wealth Management | 8,636 | $63.0K | 0.03% | +315+3.8% | Added |
| Ameritas Investment Partners, Inc. | 9,509 | $69.4K | 0.00% | −1,364−12.5% | Reduced |
| Two Sigma Securities, LLC | 10,006 | $73.0K | 0.01% | −3,255−24.5% | Reduced |
| Spire Wealth Management | 10,066 | $73.5K | 0.00% | +4,785+90.6% | Added |
| Mercer Global Advisors Inc | 10,461 | $76.0K | 0.00% | −2,461−19.0% | Reduced |
| Metropolitan Life Insurance Co | 10,463 | $76.4K | 0.00% | −1,024−8.9% | Reduced |
| New York State Teachers Retirement System | 10,600 | $77.0K | 0.00% | 00.0% | Unchanged |
| Planning Center, Inc. | 11,698 | $77.2K | 0.02% | −60−0.5% | Reduced |
| US Bancorp | 10,655 | $77.8K | 0.00% | −18,241−63.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,033 | $80.5K | 0.00% | +11,033 | New |
| M&T Bank Corp | 11,273 | $82.3K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,017 | $87.7K | 0.00% | +12,017 | New |
| Gotham Asset Management, LLC | 12,260 | $89.5K | 0.00% | +12,260 | New |
| State of Wyoming | 12,298 | $89.8K | 0.03% | +9,373+320.4% | Added |
| Amalgamated Bank | 12,756 | $93.0K | 0.00% | −3,221−20.2% | Reduced |
| Allworth Financial LP | 13,019 | $95.0K | 0.00% | −65−0.5% | Reduced |
| Dakota Wealth Management | 13,071 | $95.4K | 0.01% | −121−0.9% | Reduced |
| Van Eck Associates Corp | 13,444 | $98.0K | 0.00% | +697+5.5% | Added |
| Mackenzie Financial Corp | 13,634 | $99.5K | 0.00% | −10.0% | Reduced |
| Novare Capital Management LLC | 13,683 | $99.9K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 13,687 | $99.9K | 0.00% | −177−1.3% | Reduced |
| Private Advisor Group, LLC | 13,731 | $100.2K | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 13,889 | $101.4K | 0.00% | −3,346−19.4% | Reduced |
| Captrust Financial Advisors | 14,197 | $103.6K | 0.00% | +1,864+15.1% | Added |
| Quadrant Capital Group LLC | 14,259 | $104.1K | 0.01% | +7,624+114.9% | Added |
| ProShare Advisors LLC | 14,470 | $105.6K | 0.00% | −1,350−8.5% | Reduced |
| Walleye Trading LLC | 14,735 | $107.6K | 0.00% | +4,306+41.3% | Added |
| Mariner, LLC | 14,780 | $108.0K | 0.00% | +14,780 | New |
| Nissay Asset Management Corp | 15,084 | $110.1K | 0.00% | +2,612+20.9% | Added |
| Oak Thistle LLC | 15,734 | $114.9K | 0.07% | +15,734 | New |
| Allspring Global Investments Holdings, LLC | 15,859 | $115.8K | 0.00% | −2,450−13.4% | Reduced |
| JustInvest LLC | 16,015 | $116.9K | 0.00% | −7,117−30.8% | Reduced |
| Creative Planning | 16,670 | $121.7K | 0.00% | +1,858+12.5% | Added |
| MAI Capital Management | 16,810 | $122.7K | 0.00% | +16,810 | New |
| Caxton Associates LP | 16,832 | $122.9K | 0.02% | +16,832 | New |
| Anson Capital, Inc. | 17,296 | $126.3K | 0.20% | +17,296 | New |
| Boothbay Fund Management, LLC | 17,718 | $129.3K | 0.00% | +1,116+6.7% | Added |
| Capital Investment Advisors, LLC | 18,400 | $134.3K | 0.00% | +3,415+22.8% | Added |
| Virtu Financial LLC | 18,570 | $136.0K | 0.01% | +18,570 | New |
| Cetera Advisor Networks LLC | 18,928 | $138.2K | 0.00% | −110−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 19,034 | $138.9K | 0.00% | +8,834+86.6% | Added |
| Shell Asset Management Co | 19,315 | $141.0K | 0.01% | −66−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19,462 | $142.1K | 0.02% | +19,462 | New |
| Aigen Investment Management, LP | 19,622 | $143.2K | 0.02% | −22,944−53.9% | Reduced |
| Compass Financial Advisors LLC | 19,724 | $144.0K | 0.18% | +12+0.1% | Added |
| Stevens Capital Management LP | 19,797 | $145.0K | 0.04% | +19,797 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,902 | $145.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,468 | $149.0K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 21,000 | $153.3K | 0.01% | +3,000+16.7% | Added |