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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 4,676 | $26.3K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,521 | $25.0K | 0.00% | +2,941+507.1% | Added |
| Global Retirement Partners, LLC | 4,675 | $24.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,250 | $18.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,880 | $16.2K | 0.00% | +2,136+287.1% | Added |
| WFA of San Diego, LLC | 2,828 | $15.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,818 | $15.8K | 0.00% | −2,091−42.6% | Reduced |
| Sound Income Strategies, LLC | 1,908 | $10.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,874 | $10.5K | 0.01% | +36+2.0% | Added |
| Truvestments Capital LLC | 1,764 | $9.91K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,694 | $9.52K | 0.01% | +1,153+213.1% | Added |
| Lindbrook Capital, LLC | 1,661 | $9.34K | 0.00% | −1,650−49.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,291 | $7.25K | 0.00% | +25+2.0% | Added |
| Johnson Midwest Financial, LLC | 1,269 | $7.13K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,304 | $7.00K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,124 | $6.32K | 0.00% | +1,124 | New |
| 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 |
| 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 |
| Private Trust Co NA | 1,065 | $5.99K | 0.00% | −410−27.8% | Reduced |
| Atticus Wealth Management, LLC | 1,020 | $5.73K | 0.00% | +1,020 | New |
| North Star Investment Management Corp. | 1,000 | $5.62K | 0.00% | +160+19.0% | Added |
| Key Financial Inc | 972 | $5.46K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 809 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 805 | $4.52K | 0.00% | −348−30.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 797 | $4.48K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 756 | $4.25K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 736 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 652 | $3.66K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 561 | $3.15K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 431 | $2.42K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 395 | $2.22K | 0.00% | −86−17.9% | Reduced |
| Huntington National Bank | 259 | $1.46K | 0.00% | −858−76.8% | Reduced |
| Bell Investment Advisors, Inc | 183 | $1.03K | 0.00% | +78+74.3% | Added |
| Capital Analysts, LLC | 213 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $562 | 0.00% | −78−43.8% | Reduced |
| Versant Capital Management, Inc | 76 | $427 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 63 | $354 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 53 | $298 | 0.00% | −67−55.8% | Reduced |
| Provenance Wealth Advisors, LLC | 46 | $259 | 0.00% | +46 | New |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,900,000−100.0% | Sold out |
| Mesirow Institutional Investment Management, Inc. | 0 | $0 | 0.00% | −1,323,470−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −316,540−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −153,565−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −115,078−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −69,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −60,039−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −53,977−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −53,263−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −43,716−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −43,154−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −38,008−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,895−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,565−100.0% | Sold out |
| Adams Asset Advisors, LLC | 0 | $0 | 0.00% | −15,444−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −15,164−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −14,343−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −12,417−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −11,606−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −11,394−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,309−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,396−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |