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 2024
Institutional positions in Piedmont Realty Trust, Inc. as of Jun 30, 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
- 231
- 0 vs. Q1 2024
- Shares held
- 106.4M
- +429.9K (+0.4%) vs. Q1 2024
- Total value
- $771.1M
- +$26.5M (+3.6%) vs. Q1 2024
- New holders
- 29
- 89 more added
- Sold out
- 29
- 76 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 1 | $0 | 0.00% | −808−99.9% | Reduced |
| Avion Wealth | 89 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 28 | $203 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 46 | $334 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $580 | 0.00% | +60+300.0% | Added |
| Massmutual Trust Co FSB | 205 | $1.49K | 0.00% | +82+66.7% | Added |
| Eagle Bay Advisors LLC | 242 | $1.75K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 261 | $1.89K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 269 | $1.95K | 0.00% | −543−66.9% | Reduced |
| Capital Analysts, LLC | 213 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 374 | $2.71K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 469 | $3.40K | 0.00% | +469 | New |
| Cornerstone Planning Group LLC | 424 | $3.44K | 0.00% | +339+398.8% | Added |
| Cape Investment Advisory, Inc. | 561 | $4.07K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 756 | $5.48K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 809 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 891 | $6.26K | 0.00% | +891 | New |
| Key Financial Inc | 972 | $7.05K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $7.25K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $7.25K | 0.00% | +203+25.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,022 | $7.42K | 0.00% | +18+1.8% | Added |
| Laurel Wealth Advisors LLC | 1,068 | $7.74K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,081 | $8.00K | 0.01% | −65−5.7% | Reduced |
| NBT Bank N A | 1,244 | $9.02K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,347 | $9.77K | 0.00% | +9+0.7% | Added |
| Bogart Wealth, LLC | 1,410 | $10.2K | 0.00% | +1,410 | New |
| Private Trust Co NA | 1,565 | $11.3K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,636 | $11.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,908 | $13.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,640 | $14.2K | 0.00% | +105+6.8% | Added |
| Rise Advisors, LLC | 1,978 | $14.3K | 0.01% | +35+1.8% | Added |
| Quarry LP | 2,013 | $14.6K | 0.01% | +2,013 | New |
| WFA of San Diego, LLC | 2,828 | $20.5K | 0.02% | +2,828 | New |
| TD Private Client Wealth LLC | 3,250 | $23.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,390 | $24.6K | 0.00% | +903+36.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,568 | $25.1K | 0.00% | −51,657−93.5% | Reduced |
| Lindbrook Capital, LLC | 3,620 | $26.2K | 0.00% | +944+35.3% | Added |
| Amalgamated Bank | 4,294 | $31.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,310 | $31.2K | 0.00% | +2,561+146.4% | Added |
| Ronald Blue Trust, Inc. | 4,654 | $32.7K | 0.00% | +1,288+38.3% | Added |
| Farther Finance Advisors, LLC | 4,716 | $33.6K | 0.00% | +507+12.0% | Added |
| Global Retirement Partners, LLC | 4,675 | $33.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,788 | $34.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 5,345 | $38.8K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 8,469 | $68.1K | 0.00% | +408+5.1% | Added |
| Vista Wealth Management Group, LLC | 10,134 | $73.5K | 0.01% | −749−6.9% | Reduced |
| Meeder Asset Management Inc | 10,475 | $75.9K | 0.01% | +10,475 | New |
| US Bancorp | 10,979 | $79.6K | 0.00% | +879+8.7% | Added |
| CWM, LLC | 11,094 | $80.0K | 0.00% | +104+0.9% | Added |
| Accel Wealth Management | 11,636 | $84.4K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 11,697 | $84.8K | 0.00% | +11,697 | New |
| Spire Wealth Management | 11,756 | $85.2K | 0.00% | −540−4.4% | Reduced |
| Atria Investments LLC | 11,806 | $85.6K | 0.00% | +11,806 | New |
| Neuberger Berman Group LLC | 11,853 | $85.9K | 0.00% | +11,853 | New |
| Ameritas Investment Partners, Inc. | 12,278 | $89.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 12,294 | $89.1K | 0.00% | −442−3.5% | Reduced |
| Tower Research Capital LLC (TRC) | 12,621 | $91.5K | 0.00% | +10,818+600.0% | Added |
| Avantax Advisory Services, Inc. | 12,821 | $93.0K | 0.00% | +12,821 | New |
| Mackenzie Financial Corp | 13,491 | $97.8K | 0.00% | +13,491 | New |
| Novare Capital Management LLC | 13,683 | $99.2K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,807 | $100.1K | 0.00% | +10.0% | Added |
| Veriti Management LLC | 14,352 | $104.1K | 0.01% | +3,991+38.5% | Added |
| Mariner, LLC | 14,404 | $104.4K | 0.00% | +14,404 | New |
| Lazard Asset Management LLC | 15,049 | $109.0K | 0.00% | +15,049 | New |
| Bayesian Capital Management, LP | 15,100 | $109.5K | 0.01% | +3,600+31.3% | Added |
| FIL Ltd | 15,643 | $113.4K | 0.00% | +15,643 | New |
| Victory Capital Management Inc | 15,751 | $114.2K | 0.00% | −300−1.9% | Reduced |
| Public Employees Retirement Association of Colorado | 15,871 | $115.0K | 0.00% | −4,597−22.5% | Reduced |
| ProShare Advisors LLC | 16,552 | $120.0K | 0.00% | −5,651−25.5% | Reduced |
| Martingale Asset Management L P | 16,625 | $120.5K | 0.00% | +925+5.9% | Added |
| Main Street Group, LTD | 17,301 | $123.2K | 0.05% | −1,052−5.7% | Reduced |
| Savant Capital, LLC | 17,051 | $123.6K | 0.00% | +17,051 | New |
| Nissay Asset Management Corp | 17,847 | $129.4K | 0.00% | +1,206+7.2% | Added |
| First Trust Advisors LP | 18,042 | $130.8K | 0.00% | +1,742+10.7% | Added |
| XTX Topco Ltd | 18,236 | $132.2K | 0.01% | +18,236 | New |
| Scharf Investments, LLC | 18,460 | $133.8K | 0.00% | +2,802+17.9% | Added |
| Versor Investments LP | 19,200 | $139.2K | 0.03% | 00.0% | Unchanged |
| Csenge Advisory Group | 19,499 | $141.4K | 0.01% | −3,108−13.7% | Reduced |
| Quantinno Capital Management LP | 19,700 | $142.8K | 0.00% | +6,505+49.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,902 | $144.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,409 | $148.0K | 0.00% | +20,409 | New |
| Vanderbilt University | 21,205 | $153.7K | 0.03% | +21,205 | New |
| Toroso Investments, LLC | 21,351 | $154.8K | 0.00% | −15,398−41.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,686 | $157.2K | 0.00% | −688−3.1% | Reduced |
| STRS Ohio | 22,100 | $160.2K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 22,222 | $161.0K | 0.00% | +915+4.3% | Added |
| Arrow Investment Advisors, LLC | 22,242 | $161.3K | 0.15% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 22,930 | $166.2K | 0.03% | +22,930 | New |
| Standard Life Aberdeen plc | 22,975 | $166.6K | 0.00% | +743+3.3% | Added |
| The PNC Financial Services Group, Inc. | 23,837 | $172.8K | 0.00% | +126+0.5% | Added |
| BSW Wealth Partners | 24,272 | $176.0K | 0.03% | −25,724−51.5% | Reduced |
| DGS Capital Management, LLC | 25,325 | $183.6K | 0.05% | −2,511−9.0% | Reduced |
| Signaturefd, LLC | 25,400 | $184.2K | 0.00% | +498+2.0% | Added |
| Bank of Montreal | 25,544 | $185.2K | 0.00% | −1,124−4.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,636 | $193.1K | 0.00% | +26,636 | New |
| Cerity Partners LLC | 26,868 | $194.8K | 0.00% | −3,437−11.3% | Reduced |
| Sigma Planning Corp | 27,022 | $195.9K | 0.01% | +5,701+26.7% | Added |
| DekaBank Deutsche Girozentrale | 27,395 | $196.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 27,230 | $197.4K | 0.00% | −36,107−57.0% | Reduced |