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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 10,461 | $76.0K | 0.00% | −2,461−19.0% | Reduced |
| Spire Wealth Management | 10,066 | $73.5K | 0.00% | +4,785+90.6% | Added |
| Two Sigma Securities, LLC | 10,006 | $73.0K | 0.01% | −3,255−24.5% | Reduced |
| Ameritas Investment Partners, Inc. | 9,509 | $69.4K | 0.00% | −1,364−12.5% | Reduced |
| Accel Wealth Management | 8,636 | $63.0K | 0.03% | +315+3.8% | Added |
| Signaturefd, LLC | 7,995 | $58.4K | 0.00% | −8,087−50.3% | Reduced |
| Point72 Middle East FZE | 6,915 | $50.5K | 0.00% | −8,876−56.2% | Reduced |
| Ameritas Advisory Services, LLC | 6,091 | $43.1K | 0.00% | +6,091 | New |
| Ronald Blue Trust, Inc. | 4,233 | $39.0K | 0.00% | +1,759+71.1% | Added |
| Advisory Services Network, LLC | 5,228 | $38.2K | 0.00% | −2,150−29.1% | Reduced |
| Parallel Advisors, LLC | 4,840 | $35.3K | 0.00% | +3,121+181.6% | Added |
| Pflug Koory, LLC | 4,676 | $34.1K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 4,455 | $33.0K | 0.00% | +169+3.9% | Added |
| Global Retirement Partners, LLC | 4,675 | $29.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,871 | $28.3K | 0.02% | +1,705+78.7% | Added |
| Tower Research Capital LLC (TRC) | 3,431 | $25.0K | 0.00% | −4,471−56.6% | Reduced |
| TD Private Client Wealth LLC | 3,250 | $23.7K | 0.00% | −712−18.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,058 | $22.3K | 0.00% | −24,723−89.0% | Reduced |
| Lindbrook Capital, LLC | 2,758 | $20.1K | 0.00% | +2,220+412.6% | Added |
| Ellevest, Inc. | 2,004 | $14.6K | 0.00% | +1,568+359.6% | Added |
| Sound Income Strategies, LLC | 1,908 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,784 | $13.0K | 0.01% | +86+5.1% | Added |
| Truvestments Capital LLC | 1,713 | $12.5K | 0.01% | +1,713 | New |
| Dividend Assets Capital, LLC | 1,304 | $12.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,247 | $9.10K | 0.01% | +37+3.1% | Added |
| Tradition Wealth Management, LLC | 1,216 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,228 | $8.97K | 0.00% | +58+5.0% | Added |
| Laurel Wealth Advisors LLC | 1,068 | $7.80K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,065 | $7.78K | 0.00% | −270−20.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,040 | $7.59K | 0.01% | +47+4.7% | Added |
| Key Financial Inc | 972 | $7.10K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 840 | $6.13K | 0.00% | +380+82.6% | Added |
| Hazlett, Burt & Watson, Inc. | 809 | $6.00K | 0.00% | +39+5.1% | Added |
| Steward Partners Investment Advisory, LLC | 797 | $5.82K | 0.00% | +797 | New |
| Center for Financial Planning, Inc. | 756 | $5.52K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 736 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 652 | $4.76K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 509 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 544 | $3.97K | 0.00% | +544 | New |
| Parkside Financial Bank & Trust | 481 | $3.51K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 472 | $3.45K | 0.00% | +214+82.9% | Added |
| GWM Advisors LLC | 431 | $3.15K | 0.00% | −2,346−84.5% | Reduced |
| Covestor Ltd | 332 | $2.00K | 0.00% | +111+50.2% | Added |
| Umb Bank N A | 247 | $1.80K | 0.00% | +247 | New |
| Denali Advisors LLC | 220 | $1.61K | 0.00% | −40,100−99.5% | Reduced |
| Capital Advisors, Ltd. LLC | 117 | $1.00K | 0.00% | +117 | New |
| FinTrust Capital Advisors, LLC | 102 | $936 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 118 | $861 | 0.00% | +10+9.3% | Added |
| Massmutual Trust Co FSB | 100 | $730 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 94 | $686 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $475 | 0.00% | +65 | New |
| Versant Capital Management, Inc | 28 | $199 | 0.00% | −57−67.1% | Reduced |
| Huntington National Bank | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1 | $7 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −406,086−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −207,934−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −197,825−100.0% | Sold out |
| LDR Capital Management LLC | 0 | $0 | 0.00% | −189,840−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −118,502−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −66,900−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −52,957−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −50,112−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −46,329−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −42,772−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −37,256−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −33,495−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −27,984−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −23,898−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −17,868−100.0% | Sold out |
| Tri Locum Partners LP | 0 | $0 | 0.00% | −16,088−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,117−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −12,910−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −11,866−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −4,887−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −10,052−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −7,213−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −2,828−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −2,445−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,882−100.0% | Sold out |
| Advanced Asset Management Advisors Inc | 0 | $0 | 0.00% | −1,881−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −748−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Rothschild & Co Asset Management US Inc. | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |