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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 4,675 | $34.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,396 | $32.0K | 0.01% | −7,902−64.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,662 | $26.6K | 0.00% | −12,197−76.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,598 | $26.2K | 0.00% | +167+4.9% | Added |
| Lindbrook Capital, LLC | 3,311 | $24.1K | 0.00% | +553+20.1% | Added |
| TD Private Client Wealth LLC | 3,250 | $23.6K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 2,828 | $20.6K | 0.02% | +2,828 | New |
| Sound Income Strategies, LLC | 1,908 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,838 | $13.4K | 0.01% | +54+3.0% | Added |
| Truvestments Capital LLC | 1,764 | $12.8K | 0.01% | +51+3.0% | Added |
| Private Trust Co NA | 1,475 | $10.7K | 0.00% | +410+38.5% | Added |
| Johnson Midwest Financial, LLC | 1,269 | $9.23K | 0.01% | +22+1.8% | Added |
| Sugarloaf Wealth Management, LLC | 1,266 | $9.20K | 0.00% | +38+3.1% | Added |
| 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 |
| EverSource Wealth Advisors, LLC | 1,153 | $8.38K | 0.00% | +1,153 | New |
| Huntington National Bank | 1,117 | $8.12K | 0.00% | +1,116+111,600.0% | Added |
| Covestor Ltd | 1,145 | $8.00K | 0.01% | +813+244.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,068 | $7.77K | 0.01% | +28+2.7% | Added |
| Laurel Wealth Advisors LLC | 1,068 | $7.76K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 972 | $7.07K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 840 | $6.11K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 809 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 797 | $5.79K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 756 | $5.50K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 744 | $5.41K | 0.00% | +744 | New |
| TSFG, LLC | 736 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 652 | $4.74K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 561 | $4.08K | 0.00% | +17+3.1% | Added |
| Ronald Blue Trust, Inc. | 580 | $4.00K | 0.00% | −3,653−86.3% | Reduced |
| VitalStone Financial, LLC | 546 | $4.00K | 0.00% | +546 | New |
| Quarry LP | 541 | $3.93K | 0.00% | −3,330−86.0% | Reduced |
| Parkside Financial Bank & Trust | 481 | $3.50K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 431 | $3.13K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 213 | $2.00K | 0.00% | −296−58.2% | Reduced |
| Massmutual Trust Co FSB | 178 | $1.29K | 0.00% | +78+78.0% | Added |
| First Capital Advisors Group, LLC. | 133 | $967 | 0.00% | +133 | New |
| FinTrust Capital Advisors, LLC | 102 | $936 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 120 | $872 | 0.00% | +2+1.7% | Added |
| Glassman Wealth Services | 112 | $814 | 0.00% | +112 | New |
| Bell Investment Advisors, Inc | 105 | $764 | 0.00% | +40+61.5% | Added |
| Manchester Capital Management LLC | 96 | $698 | 0.00% | −376−79.7% | Reduced |
| Versant Capital Management, Inc | 76 | $553 | 0.00% | +48+171.4% | Added |
| Farther Finance Advisors, LLC | 63 | $458 | 0.00% | +63 | New |
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | −108−92.3% | Reduced |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −663,279−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −350,760−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −309,147−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −156,514−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −101,067−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −71,569−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −66,080−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −64,510−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −60,827−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −38,794−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −30,912−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −30,305−100.0% | Sold out |
| HGK Asset Management Inc | 0 | $0 | 0.00% | −30,002−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −29,070−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −24,620−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −21,423−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −19,797−100.0% | Sold out |
| Compass Financial Advisors LLC | 0 | $0 | 0.00% | −19,724−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −19,622−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −19,462−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,570−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −16,832−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −16,810−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −15,734−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −14,735−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −13,634−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,006−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −8,636−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −6,915−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −6,091−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,228−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1−100.0% | Sold out |