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, Q2 2023
Institutional positions in Piedmont Realty Trust, Inc. as of Jun 30, 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
- 246
- −10 vs. Q1 2023
- Shares held
- 106.4M
- +2.02M (+1.9%) vs. Q1 2023
- Total value
- $773.5M
- −$2.97M (−0.4%) vs. Q1 2023
- New holders
- 27
- 111 more added
- Sold out
- 37
- 69 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | −108−92.3% | Reduced |
| Farther Finance Advisors, LLC | 63 | $458 | 0.00% | +63 | New |
| Versant Capital Management, Inc | 76 | $553 | 0.00% | +48+171.4% | Added |
| Manchester Capital Management LLC | 96 | $698 | 0.00% | −376−79.7% | Reduced |
| Bell Investment Advisors, Inc | 105 | $764 | 0.00% | +40+61.5% | Added |
| Glassman Wealth Services | 112 | $814 | 0.00% | +112 | New |
| Baker Avenue Asset Management, LP | 120 | $872 | 0.00% | +2+1.7% | Added |
| FinTrust Capital Advisors, LLC | 102 | $936 | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 133 | $967 | 0.00% | +133 | New |
| Massmutual Trust Co FSB | 178 | $1.29K | 0.00% | +78+78.0% | Added |
| Capital Analysts, LLC | 213 | $2.00K | 0.00% | −296−58.2% | Reduced |
| GWM Advisors LLC | 431 | $3.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 481 | $3.50K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 541 | $3.93K | 0.00% | −3,330−86.0% | Reduced |
| Ronald Blue Trust, Inc. | 580 | $4.00K | 0.00% | −3,653−86.3% | Reduced |
| VitalStone Financial, LLC | 546 | $4.00K | 0.00% | +546 | New |
| Cape Investment Advisory, Inc. | 561 | $4.08K | 0.00% | +17+3.1% | Added |
| AdvisorNet Financial, Inc | 652 | $4.74K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 736 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 744 | $5.41K | 0.00% | +744 | New |
| Center for Financial Planning, Inc. | 756 | $5.50K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 797 | $5.79K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 809 | $6.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 840 | $6.11K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 972 | $7.07K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,068 | $7.76K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,068 | $7.77K | 0.01% | +28+2.7% | Added |
| Covestor Ltd | 1,145 | $8.00K | 0.01% | +813+244.9% | Added |
| Huntington National Bank | 1,117 | $8.12K | 0.00% | +1,116+111,600.0% | Added |
| EverSource Wealth Advisors, LLC | 1,153 | $8.38K | 0.00% | +1,153 | New |
| Dividend Assets Capital, LLC | 1,304 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,216 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,266 | $9.20K | 0.00% | +38+3.1% | Added |
| Johnson Midwest Financial, LLC | 1,269 | $9.23K | 0.01% | +22+1.8% | Added |
| Private Trust Co NA | 1,475 | $10.7K | 0.00% | +410+38.5% | Added |
| Truvestments Capital LLC | 1,764 | $12.8K | 0.01% | +51+3.0% | Added |
| Rise Advisors, LLC | 1,838 | $13.4K | 0.01% | +54+3.0% | Added |
| Sound Income Strategies, LLC | 1,908 | $13.9K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 2,828 | $20.6K | 0.02% | +2,828 | New |
| TD Private Client Wealth LLC | 3,250 | $23.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,311 | $24.1K | 0.00% | +553+20.1% | Added |
| Tower Research Capital LLC (TRC) | 3,598 | $26.2K | 0.00% | +167+4.9% | Added |
| Allspring Global Investments Holdings, LLC | 3,662 | $26.6K | 0.00% | −12,197−76.9% | Reduced |
| State of Wyoming | 4,396 | $32.0K | 0.01% | −7,902−64.3% | Reduced |
| Global Retirement Partners, LLC | 4,675 | $34.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 4,676 | $34.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,909 | $35.7K | 0.00% | +69+1.4% | Added |
| CWM, LLC | 8,688 | $63.0K | 0.00% | +4,233+95.0% | Added |
| Ameritas Investment Partners, Inc. | 9,509 | $69.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10,366 | $75.4K | 0.00% | +300+3.0% | Added |
| Metropolitan Life Insurance Co | 10,434 | $75.9K | 0.00% | −29−0.3% | Reduced |
| Mercer Global Advisors Inc | 10,617 | $77.0K | 0.00% | +156+1.5% | Added |
| New York State Teachers Retirement System | 10,936 | $80.0K | 0.00% | +336+3.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,033 | $80.2K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 11,309 | $82.2K | 0.00% | −3,471−23.5% | Reduced |
| M&T Bank Corp | 11,394 | $82.8K | 0.00% | +121+1.1% | Added |
| First Heartland Consultants, Inc. | 11,606 | $84.4K | 0.01% | +11,606 | New |
| Planning Center, Inc. | 11,698 | $85.0K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 12,185 | $89.0K | 0.00% | −571−4.5% | Reduced |
| Diametric Capital, LP | 12,417 | $90.3K | 0.04% | +12,417 | New |
| Captrust Financial Advisors | 13,301 | $96.7K | 0.00% | −896−6.3% | Reduced |
| Victory Capital Management Inc | 13,376 | $97.2K | 0.00% | −311−2.3% | Reduced |
| Dakota Wealth Management | 13,476 | $98.0K | 0.00% | +405+3.1% | Added |
| Novare Capital Management LLC | 13,683 | $99.5K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,731 | $99.8K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 13,863 | $101.0K | 0.00% | +419+3.1% | Added |
| Allworth Financial LP | 14,372 | $104.5K | 0.00% | +1,353+10.4% | Added |
| Bank of Montreal | 14,343 | $104.6K | 0.00% | −46,586−76.5% | Reduced |
| SG Americas Securities, LLC | 14,528 | $106.0K | 0.00% | −32,236−68.9% | Reduced |
| Nissay Asset Management Corp | 15,084 | $109.7K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 15,102 | $109.8K | 0.00% | +15,102 | New |
| Vident Investment Advisory, LLC | 15,164 | $110.2K | 0.00% | +1,275+9.2% | Added |
| DGS Capital Management, LLC | 15,209 | $110.6K | 0.06% | +15,209 | New |
| Adams Asset Advisors, LLC | 15,444 | $112.3K | 0.02% | +15,444 | New |
| Pictet & Cie (Europe) SA | 15,729 | $114.3K | 0.00% | +15,729 | New |
| ProShare Advisors LLC | 16,072 | $116.8K | 0.00% | +1,602+11.1% | Added |
| Toroso Investments, LLC | 17,436 | $127.0K | 0.00% | +17,436 | New |
| Cetera Advisor Networks LLC | 17,547 | $127.6K | 0.00% | −1,381−7.3% | Reduced |
| Ellevest, Inc. | 17,730 | $128.9K | 0.01% | +15,726+784.7% | Added |
| The PNC Financial Services Group, Inc. | 17,791 | $129.3K | 0.00% | −1,243−6.5% | Reduced |
| Gotham Asset Management, LLC | 18,089 | $131.5K | 0.00% | +5,829+47.5% | Added |
| Jane Street Group, LLC | 18,339 | $133.3K | 0.00% | +18,339 | New |
| XTX Topco Ltd | 18,565 | $135.0K | 0.02% | +18,565 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,902 | $144.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 20,248 | $147.2K | 0.00% | +9,593+90.0% | Added |
| Public Employees Retirement Association of Colorado | 20,468 | $149.0K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 20,895 | $151.9K | 0.04% | +20,895 | New |
| Wolverine Asset Management LLC | 21,068 | $153.2K | 0.00% | −13,551−39.1% | Reduced |
| Capital Investment Advisors, LLC | 21,700 | $157.8K | 0.00% | +3,300+17.9% | Added |
| Elequin Capital LP | 21,756 | $158.2K | 0.08% | +21,756 | New |
| Envestnet Asset Management Inc | 22,523 | $163.7K | 0.00% | +268+1.2% | Added |
| CI Private Wealth, LLC | 22,793 | $165.7K | 0.00% | +22,793 | New |
| Arrow Investment Advisors, LLC | 22,942 | $166.8K | 0.13% | +22,942 | New |
| M&G Investment Management Ltd | 23,833 | $166.8K | 0.00% | +23,833 | New |
| JustInvest LLC | 23,065 | $167.7K | 0.01% | +7,050+44.0% | Added |
| Standard Life Aberdeen plc | 24,368 | $177.2K | 0.00% | +2,023+9.1% | Added |
| Shell Asset Management Co | 26,271 | $191.0K | 0.01% | +6,956+36.0% | Added |
| Handelsbanken Fonder AB | 26,618 | $194.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 27,485 | $199.8K | 0.02% | +13,226+92.8% | Added |