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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,640 | $14.2K | 0.00% | +105+6.8% | Added |
| Sound Income Strategies, LLC | 1,908 | $13.8K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,636 | $11.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,565 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,410 | $10.2K | 0.00% | +1,410 | New |
| Sugarloaf Wealth Management, LLC | 1,347 | $9.77K | 0.00% | +9+0.7% | Added |
| NBT Bank N A | 1,244 | $9.02K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,081 | $8.00K | 0.01% | −65−5.7% | Reduced |
| Laurel Wealth Advisors LLC | 1,068 | $7.74K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,022 | $7.42K | 0.00% | +18+1.8% | Added |
| 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 |
| Key Financial Inc | 972 | $7.05K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 891 | $6.26K | 0.00% | +891 | New |
| CIBC Private Wealth Group, LLC | 809 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 756 | $5.48K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 561 | $4.07K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 424 | $3.44K | 0.00% | +339+398.8% | Added |
| SRS Capital Advisors, Inc. | 469 | $3.40K | 0.00% | +469 | New |
| Private Wealth Management Group, LLC | 374 | $2.71K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 213 | $2.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 269 | $1.95K | 0.00% | −543−66.9% | Reduced |
| Parkside Financial Bank & Trust | 261 | $1.89K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 242 | $1.75K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 205 | $1.49K | 0.00% | +82+66.7% | Added |
| Rothschild Investment LLC | 80 | $580 | 0.00% | +60+300.0% | Added |
| Provenance Wealth Advisors, LLC | 46 | $334 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 28 | $203 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1 | $0 | 0.00% | −808−99.9% | Reduced |
| Avion Wealth | 89 | $0 | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −704,809−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −251,759−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −177,200−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −108,451−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −86,600−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −82,962−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −68,750−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −60,902−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −55,199−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −51,000−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −35,386−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −32,640−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,421−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −23,630−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −21,977−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −14,905−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,442−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −11,280−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,633−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −9,508−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,480−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| City State Bank | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Pflug Koory, LLC | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |