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, Q3 2023
Institutional positions in Piedmont Realty Trust, Inc. as of Sep 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
- 241
- −3 vs. Q2 2023
- Shares held
- 103.1M
- −3.28M (−3.1%) vs. Q2 2023
- Total value
- $592.0M
- −$181.3M (−23.4%) vs. Q2 2023
- New holders
- 25
- 82 more added
- Sold out
- 28
- 90 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Provenance Wealth Advisors, LLC | 46 | $259 | 0.00% | +46 | New |
| Baker Avenue Asset Management, LP | 53 | $298 | 0.00% | −67−55.8% | Reduced |
| Farther Finance Advisors, LLC | 63 | $354 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 76 | $427 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $562 | 0.00% | −78−43.8% | Reduced |
| Capital Analysts, LLC | 213 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 183 | $1.03K | 0.00% | +78+74.3% | Added |
| Huntington National Bank | 259 | $1.46K | 0.00% | −858−76.8% | Reduced |
| Parkside Financial Bank & Trust | 395 | $2.22K | 0.00% | −86−17.9% | Reduced |
| GWM Advisors LLC | 431 | $2.42K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 561 | $3.15K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 652 | $3.66K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 736 | $4.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 756 | $4.25K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 797 | $4.48K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 805 | $4.52K | 0.00% | −348−30.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 809 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 972 | $5.46K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $5.62K | 0.00% | +160+19.0% | Added |
| Atticus Wealth Management, LLC | 1,020 | $5.73K | 0.00% | +1,020 | New |
| Private Trust Co NA | 1,065 | $5.99K | 0.00% | −410−27.8% | Reduced |
| Covestor Ltd | 1,069 | $6.00K | 0.00% | −76−6.6% | Reduced |
| Highlander Capital Management, LLC | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,068 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,068 | $6.00K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,124 | $6.32K | 0.00% | +1,124 | New |
| Dividend Assets Capital, LLC | 1,304 | $7.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,269 | $7.13K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,291 | $7.25K | 0.00% | +25+2.0% | Added |
| Lindbrook Capital, LLC | 1,661 | $9.34K | 0.00% | −1,650−49.8% | Reduced |
| Quarry LP | 1,694 | $9.52K | 0.01% | +1,153+213.1% | Added |
| Truvestments Capital LLC | 1,764 | $9.91K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,874 | $10.5K | 0.01% | +36+2.0% | Added |
| Sound Income Strategies, LLC | 1,908 | $10.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,818 | $15.8K | 0.00% | −2,091−42.6% | Reduced |
| WFA of San Diego, LLC | 2,828 | $15.9K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,880 | $16.2K | 0.00% | +2,136+287.1% | Added |
| TD Private Client Wealth LLC | 3,250 | $18.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,675 | $24.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,521 | $25.0K | 0.00% | +2,941+507.1% | Added |
| Pflug Koory, LLC | 4,676 | $26.3K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,041 | $28.3K | 0.00% | +1,379+37.7% | Added |
| CWM, LLC | 6,658 | $37.0K | 0.00% | −2,030−23.4% | Reduced |
| Vident Advisory, LLC | 10,575 | $59.4K | 0.00% | +10,575 | New |
| Campbell & CO Investment Adviser LLC | 10,609 | $59.6K | 0.01% | +10,609 | New |
| US Bancorp | 10,760 | $60.5K | 0.00% | −9,488−46.9% | Reduced |
| New York State Teachers Retirement System | 10,936 | $61.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 11,088 | $62.3K | 0.01% | −16,397−59.7% | Reduced |
| Bayesian Capital Management, LP | 11,434 | $64.3K | 0.01% | +11,434 | New |
| Metropolitan Life Insurance Co | 11,520 | $64.7K | 0.00% | +1,086+10.4% | Added |
| Accel Wealth Management | 11,636 | $65.4K | 0.04% | +11,636 | New |
| Ellevest, Inc. | 11,640 | $65.4K | 0.01% | −6,090−34.3% | Reduced |
| Planning Center, Inc. | 11,698 | $65.7K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 11,726 | $65.9K | 0.00% | +1,360+13.1% | Added |
| Greenleaf Trust | 12,047 | $67.7K | 0.00% | −3,055−20.2% | Reduced |
| Amalgamated Bank | 12,185 | $68.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,278 | $69.0K | 0.00% | +2,769+29.1% | Added |
| Dakota Wealth Management | 12,836 | $72.1K | 0.00% | −640−4.7% | Reduced |
| Mackenzie Financial Corp | 14,502 | $74.1K | 0.00% | +14,502 | New |
| Novare Capital Management LLC | 13,683 | $76.9K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,731 | $77.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14,112 | $79.3K | 0.00% | −260−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 14,415 | $81.0K | 0.00% | −3,376−19.0% | Reduced |
| Tower Research Capital LLC (TRC) | 14,793 | $83.1K | 0.00% | +11,195+311.1% | Added |
| Captrust Financial Advisors | 15,379 | $86.4K | 0.00% | +2,078+15.6% | Added |
| Nissay Asset Management Corp | 15,554 | $87.4K | 0.00% | +470+3.1% | Added |
| Sherbrooke Park Advisers LLC | 15,900 | $89.4K | 0.03% | +15,900 | New |
| ProShare Advisors LLC | 16,053 | $90.2K | 0.00% | −19−0.1% | Reduced |
| Mercer Global Advisors Inc | 16,142 | $91.0K | 0.00% | +5,525+52.0% | Added |
| Nebula Research & Development LLC | 16,231 | $91.2K | 0.05% | +16,231 | New |
| Van Eck Associates Corp | 16,671 | $93.0K | 0.00% | +2,808+20.3% | Added |
| Gotham Asset Management, LLC | 17,077 | $96.0K | 0.00% | −1,012−5.6% | Reduced |
| Ethic Inc. | 17,236 | $96.9K | 0.00% | −10,943−38.8% | Reduced |
| Pictet & Cie (Europe) SA | 18,951 | $106.5K | 0.00% | +3,222+20.5% | Added |
| CI Private Wealth, LLC | 20,086 | $110.0K | 0.00% | −2,707−11.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,902 | $111.8K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 20,336 | $114.3K | 0.06% | +5,127+33.7% | Added |
| Public Employees Retirement Association of Colorado | 20,468 | $115.0K | 0.00% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 20,711 | $116.4K | 0.09% | −2,231−9.7% | Reduced |
| Toroso Investments, LLC | 20,916 | $117.5K | 0.00% | +3,480+20.0% | Added |
| FMR LLC | 21,644 | $121.6K | 0.00% | −21,308−49.6% | Reduced |
| Cetera Advisor Networks LLC | 21,755 | $122.3K | 0.00% | +4,208+24.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 23,208 | $130.4K | 0.02% | +23,208 | New |
| JustInvest LLC | 23,695 | $133.2K | 0.00% | +630+2.7% | Added |
| Shell Asset Management Co | 24,210 | $136.0K | 0.01% | −2,061−7.8% | Reduced |
| Signaturefd, LLC | 24,269 | $136.4K | 0.00% | −15,743−39.3% | Reduced |
| Capital Investment Advisors, LLC | 24,700 | $138.8K | 0.00% | +3,000+13.8% | Added |
| Cornerstone Investment Partners, LLC | 24,885 | $139.9K | 0.01% | +24,885 | New |
| Standard Life Aberdeen plc | 24,978 | $140.4K | 0.00% | +610+2.5% | Added |
| M&G Investment Management Ltd | 23,833 | $143.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 26,618 | $150.0K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,400 | $154.0K | 0.00% | −135,000−83.1% | Reduced |
| Anson Capital, Inc. | 27,671 | $155.5K | 0.30% | −4,465−13.9% | Reduced |
| Squarepoint Ops LLC | 30,053 | $168.9K | 0.00% | −93,545−75.7% | Reduced |
| Csenge Advisory Group | 30,153 | $169.5K | 0.01% | −56−0.2% | Reduced |
| BFSG, LLC | 30,420 | $171.0K | 0.03% | +30,420 | New |
| Wealth Enhancement Advisory Services, LLC | 30,445 | $171.1K | 0.00% | +19,412+175.9% | Added |
| Pictet Asset Management Holding SA | 31,387 | $176.4K | 0.00% | +31,387 | New |
| DekaBank Deutsche Girozentrale | 32,653 | $183.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 32,610 | $183.3K | 0.00% | −2,038−5.9% | Reduced |