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 2024
Institutional positions in Piedmont Realty Trust, Inc. as of Sep 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
- 244
- +14 vs. Q2 2024
- Shares held
- 108.3M
- +18.8M (+21.0%) vs. Q2 2024
- Total value
- $1.09B
- +$444.5M (+68.5%) vs. Q2 2024
- New holders
- 35
- 82 more added
- Sold out
- 21
- 80 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WFA of San Diego, LLC | 2,828 | $28.6K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,217 | $22.4K | 0.00% | +2,217 | New |
| Sound Income Strategies, LLC | 2,133 | $21.5K | 0.00% | +225+11.8% | Added |
| Rise Advisors, LLC | 2,002 | $20.2K | 0.01% | +24+1.2% | Added |
| EverSource Wealth Advisors, LLC | 1,640 | $16.6K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,636 | $16.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,565 | $15.8K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,353 | $13.7K | 0.00% | +6+0.4% | Added |
| FSA Wealth Management LLC | 1,184 | $12.0K | 0.00% | +1,184 | New |
| Covestor Ltd | 1,135 | $11.0K | 0.01% | +54+5.0% | Added |
| Laurel Wealth Advisors LLC | 1,068 | $10.8K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,035 | $10.5K | 0.01% | +13+1.3% | Added |
| North Star Investment Management Corp. | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 972 | $9.82K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 986 | $9.80K | 0.00% | +95+10.7% | Added |
| CIBC Private Wealth Group, LLC | 809 | $8.17K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 756 | $7.64K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 650 | $6.57K | 0.00% | +650 | New |
| Cape Investment Advisory, Inc. | 561 | $5.67K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 489 | $4.94K | 0.00% | +489 | New |
| SRS Capital Advisors, Inc. | 469 | $4.74K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 435 | $4.39K | 0.00% | +435 | New |
| Cornerstone Planning Group LLC | 424 | $4.28K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 374 | $3.78K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 363 | $3.67K | 0.00% | +363 | New |
| CoreCap Advisors, LLC | 279 | $2.82K | 0.00% | +279 | New |
| GWM Advisors LLC | 269 | $2.72K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 268 | $2.71K | 0.00% | +268 | New |
| Parkside Financial Bank & Trust | 261 | $2.64K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 242 | $2.44K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 213 | $2.15K | 0.00% | +213 | New |
| Jaffetilchin Investment Partners, LLC | 213 | $2.15K | 0.00% | +213 | New |
| Capital Analysts, LLC | 213 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 195 | $1.97K | 0.00% | +167+596.4% | Added |
| Rothschild Investment LLC | 175 | $1.77K | 0.00% | +95+118.8% | Added |
| GHP Investment Advisors, Inc. | 156 | $1.58K | 0.00% | +156 | New |
| Massmutual Trust Co FSB | 123 | $1.24K | 0.00% | −82−40.0% | Reduced |
| Assetmark, Inc | 111 | $1.12K | 0.00% | +111 | New |
| Darwin Advisors, LLC | 105 | $1.06K | 0.00% | +105 | New |
| Picton Mahoney Asset Management | 116 | $1.00K | 0.00% | +116 | New |
| Dunhill Financial, LLC | 8 | $78 | 0.00% | +8 | New |
| Huntington National Bank | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 89 | $0 | 0.00% | 00.0% | Unchanged |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −467,900−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −130,973−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −129,776−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −111,584−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −97,976−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −81,890−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −50,500−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −44,876−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −26,636−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −22,930−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,236−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −15,643−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −15,049−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −11,636−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,013−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |