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, Q4 2023
Institutional positions in Piedmont Realty Trust, Inc. as of Dec 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
- 237
- −1 vs. Q3 2023
- Shares held
- 105.1M
- +2.18M (+2.1%) vs. Q3 2023
- Total value
- $748.1M
- +$157.0M (+26.6%) vs. Q3 2023
- New holders
- 31
- 78 more added
- Sold out
- 32
- 88 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $7 | 0.00% | −258−99.6% | Reduced |
| Planning Capital Management Corp | 6 | $43 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 28 | $199 | 0.00% | −48−63.2% | Reduced |
| Provenance Wealth Advisors, LLC | 46 | $327 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $711 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 89 | $1.00K | 0.00% | +89 | New |
| Parkside Financial Bank & Trust | 261 | $1.86K | 0.00% | −134−33.9% | Reduced |
| Capital Analysts, LLC | 213 | $2.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $2.00K | 0.00% | +400 | New |
| Private Wealth Management Group, LLC | 374 | $2.66K | 0.00% | +374 | New |
| Cape Investment Advisory, Inc. | 561 | $3.99K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 736 | $5.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 835 | $5.00K | 0.00% | +835 | New |
| Center for Financial Planning, Inc. | 756 | $5.38K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 797 | $5.67K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 809 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 875 | $6.22K | 0.00% | +875 | New |
| CarsonAllaria Wealth Management, Ltd. | 968 | $6.88K | 0.00% | −100−9.4% | Reduced |
| Key Financial Inc | 972 | $6.91K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,000 | $7.11K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $7.11K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,068 | $7.59K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,127 | $8.00K | 0.00% | +1,127 | New |
| Lindbrook Capital, LLC | 1,177 | $8.37K | 0.00% | −484−29.1% | Reduced |
| NBT Bank N A | 1,244 | $8.85K | 0.00% | +1,244 | New |
| Dividend Assets Capital, LLC | 1,304 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,294 | $9.00K | 0.01% | +225+21.0% | Added |
| Sugarloaf Wealth Management, LLC | 1,291 | $9.18K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,450 | $10.3K | 0.00% | +645+80.1% | Added |
| GWM Advisors LLC | 1,481 | $10.5K | 0.00% | +1,050+243.6% | Added |
| Private Trust Co NA | 1,565 | $11.1K | 0.00% | +500+46.9% | Added |
| Truvestments Capital LLC | 1,764 | $12.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,766 | $12.6K | 0.00% | −1,052−37.3% | Reduced |
| Rise Advisors, LLC | 1,874 | $13.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,908 | $13.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,776 | $18.9K | 0.01% | +2,776 | New |
| Harbour Investments, Inc. | 2,880 | $20.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,742 | $21.0K | 0.00% | +221+6.3% | Added |
| Planned Solutions, Inc. | 3,000 | $21.3K | 0.01% | +3,000 | New |
| TD Private Client Wealth LLC | 3,250 | $23.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,332 | $23.7K | 0.00% | +3,332 | New |
| Farther Finance Advisors, LLC | 4,401 | $31.3K | 0.00% | +4,338+6,885.7% | Added |
| Pflug Koory, LLC | 4,676 | $33.2K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 4,700 | $33.4K | 0.00% | +4,700 | New |
| Global Retirement Partners, LLC | 4,675 | $33.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 7,784 | $55.0K | 0.00% | +1,126+16.9% | Added |
| Sigma Planning Corp | 10,000 | $71.1K | 0.01% | +10,000 | New |
| Vista Wealth Management Group, LLC | 10,076 | $71.6K | 0.01% | +10,076 | New |
| US Bancorp | 10,079 | $71.7K | 0.00% | −681−6.3% | Reduced |
| Metropolitan Life Insurance Co | 10,563 | $75.1K | 0.00% | −957−8.3% | Reduced |
| Amalgamated Bank | 10,907 | $78.0K | 0.00% | −1,278−10.5% | Reduced |
| Accel Wealth Management | 11,636 | $82.7K | 0.04% | 00.0% | Unchanged |
| Planning Center, Inc. | 11,698 | $83.2K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,278 | $87.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12,296 | $87.8K | 0.00% | +570+4.9% | Added |
| United Capital Financial Advisers, LLC | 12,607 | $89.6K | 0.00% | +12,607 | New |
| Capital Investment Advisors, LLC | 12,700 | $90.3K | 0.00% | −12,000−48.6% | Reduced |
| Scharf Investments, LLC | 13,183 | $93.7K | 0.00% | +13,183 | New |
| Neuberger Berman Group LLC | 13,367 | $95.0K | 0.00% | +13,367 | New |
| Novare Capital Management LLC | 13,683 | $97.3K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 13,772 | $97.9K | 0.07% | +13,772 | New |
| Private Advisor Group, LLC | 13,803 | $98.1K | 0.00% | +72+0.5% | Added |
| Ethic Inc. | 14,748 | $104.9K | 0.00% | −2,488−14.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,373 | $109.3K | 0.01% | +4,764+44.9% | Added |
| Nebula Research & Development LLC | 15,458 | $109.9K | 0.03% | −773−4.8% | Reduced |
| First Trust Advisors LP | 15,809 | $112.4K | 0.00% | −520,896−97.1% | Reduced |
| Allworth Financial LP | 15,992 | $113.7K | 0.00% | +1,880+13.3% | Added |
| Nissay Asset Management Corp | 16,109 | $114.5K | 0.00% | +555+3.6% | Added |
| Victory Capital Management Inc | 16,425 | $116.8K | 0.00% | −100,803−86.0% | Reduced |
| Main Street Group, LTD | 17,905 | $127.3K | 0.04% | +17,905 | New |
| Oak Thistle LLC | 18,173 | $129.2K | 0.04% | +18,173 | New |
| Shell Asset Management Co | 18,318 | $130.0K | 0.01% | −5,892−24.3% | Reduced |
| Pictet & Cie (Europe) SA | 18,951 | $134.7K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,902 | $141.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,455 | $145.4K | 0.00% | +4,402+27.4% | Added |
| Public Employees Retirement Association of Colorado | 20,468 | $146.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 20,683 | $147.0K | 0.00% | +4,012+24.1% | Added |
| Cetera Advisor Networks LLC | 21,210 | $150.8K | 0.00% | −545−2.5% | Reduced |
| Toroso Investments, LLC | 21,351 | $151.8K | 0.00% | +435+2.1% | Added |
| Csenge Advisory Group | 21,433 | $152.4K | 0.01% | −8,720−28.9% | Reduced |
| M&G Investment Management Ltd | 21,868 | $153.1K | 0.00% | −1,965−8.2% | Reduced |
| Fox Run Management, L.L.C. | 21,740 | $154.6K | 0.04% | +21,740 | New |
| Gotham Asset Management, LLC | 21,812 | $155.1K | 0.00% | +4,735+27.7% | Added |
| Evergreen Capital Management LLC | 22,008 | $159.0K | 0.01% | −13,816−38.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,374 | $159.1K | 0.00% | +22,374 | New |
| Quadrant Capital Group LLC | 22,911 | $162.9K | 0.01% | +11,823+106.6% | Added |
| Standard Life Aberdeen plc | 23,138 | $164.5K | 0.00% | −1,840−7.4% | Reduced |
| Lazard Asset Management LLC | 24,317 | $172.0K | 0.00% | −230,140−90.4% | Reduced |
| Captrust Financial Advisors | 24,757 | $176.0K | 0.00% | +9,378+61.0% | Added |
| The PNC Financial Services Group, Inc. | 25,840 | $183.7K | 0.00% | +11,425+79.3% | Added |
| Quadrature Capital Ltd | 26,173 | $186.4K | 0.00% | +26,173 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,400 | $194.8K | 0.00% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 27,672 | $196.7K | 0.17% | +6,961+33.6% | Added |
| Affinity Investment Advisors, LLC | 27,721 | $197.1K | 0.13% | −20,990−43.1% | Reduced |
| DekaBank Deutsche Girozentrale | 27,395 | $200.0K | 0.00% | −5,258−16.1% | Reduced |
| Signaturefd, LLC | 29,044 | $206.5K | 0.00% | +4,775+19.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,713 | $211.3K | 0.00% | −732−2.4% | Reduced |
| First Hawaiian Bank | 31,301 | $222.6K | 0.01% | −4,960−13.7% | Reduced |
| Pictet Asset Management Holding SA | 31,387 | $223.2K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 32,110 | $228.3K | 0.03% | +1,690+5.6% | Added |