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, Q1 2024
Institutional positions in Piedmont Realty Trust, Inc. as of Mar 31, 2024. 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
- 236
- +1 vs. Q4 2023
- Shares held
- 106.2M
- +1.22M (+1.2%) vs. Q4 2023
- Total value
- $746.6M
- −$880.9K (−0.1%) vs. Q4 2023
- New holders
- 25
- 84 more added
- Sold out
- 24
- 84 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1,749 | $12.3K | 0.00% | −17−1.0% | Reduced |
| Planning Capital Management Corp | 1,636 | $11.5K | 0.01% | +1,630+27,166.7% | Added |
| Private Trust Co NA | 1,565 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,535 | $10.6K | 0.00% | +85+5.9% | Added |
| Sugarloaf Wealth Management, LLC | 1,338 | $9.41K | 0.00% | +47+3.6% | Added |
| NBT Bank N A | 1,244 | $8.74K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,158 | $8.14K | 0.00% | +31+2.8% | Added |
| Covestor Ltd | 1,146 | $8.00K | 0.01% | −148−11.4% | Reduced |
| Laurel Wealth Advisors LLC | 1,068 | $7.51K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,004 | $7.06K | 0.00% | +36+3.7% | Added |
| North Star Investment Management Corp. | 1,000 | $7.03K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,000 | $7.03K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 972 | $6.83K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 809 | $6.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 812 | $5.71K | 0.00% | −669−45.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 797 | $5.60K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 809 | $5.43K | 0.00% | +809 | New |
| Center for Financial Planning, Inc. | 756 | $5.32K | 0.00% | 00.0% | Unchanged |
| City State Bank | 661 | $5.00K | 0.00% | +661 | New |
| St Germain D J Co Inc | 700 | $4.92K | 0.00% | +700 | New |
| Group One Trading, L.P. | 663 | $4.66K | 0.00% | +663 | New |
| Cape Investment Advisory, Inc. | 561 | $3.94K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 374 | $2.63K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 279 | $1.96K | 0.00% | +279 | New |
| Parkside Financial Bank & Trust | 261 | $1.83K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 242 | $1.70K | 0.00% | +242 | New |
| Capital Analysts, LLC | 213 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 89 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $865 | 0.00% | +23+23.0% | Added |
| Cornerstone Planning Group LLC | 85 | $588 | 0.00% | +85 | New |
| GPS Wealth Strategies Group, LLC | 55 | $387 | 0.00% | +55 | New |
| Provenance Wealth Advisors, LLC | 46 | $323 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 28 | $197 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 | $196 | 0.00% | +28 | New |
| Rothschild Investment LLC | 20 | $141 | 0.00% | +20 | New |
| Huntington National Bank | 1 | $7 | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 0 | $0 | 0.00% | −240,611−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −78,118−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −71,588−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −43,450−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −32,273−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −31,301−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −27,721−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −24,757−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −24,317−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −21,740−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −21,210−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −18,951−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −18,173−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −15,458−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −13,367−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| Planning Center, Inc. | 0 | $0 | 0.00% | −11,698−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −1,764−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| M&G Investment Management Ltd | – | – | – | – | Not filed |