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 2024
Institutional positions in Piedmont Realty Trust, Inc. as of Dec 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
- 255
- +15 vs. Q3 2024
- Shares held
- 108.9M
- +880.8K (+0.8%) vs. Q3 2024
- Total value
- $997.0M
- −$93.9M (−8.6%) vs. Q3 2024
- New holders
- 37
- 85 more added
- Sold out
- 22
- 82 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 8,437 | $73.9K | 0.00% | −394−4.5% | Reduced |
| Point72 Hong Kong Ltd | 6,432 | $58.8K | 0.00% | +6,432 | New |
| Harbour Investments, Inc. | 6,004 | $54.9K | 0.00% | +1,216+25.4% | Added |
| Farther Finance Advisors, LLC | 5,434 | $49.7K | 0.00% | +622+12.9% | Added |
| Pinnacle Holdings, LLC | 4,718 | $43.2K | 0.02% | −69−1.4% | Reduced |
| Pflug Koory, LLC | 4,676 | $42.8K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,675 | $42.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,294 | $39.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,977 | $36.4K | 0.00% | −64−1.6% | Reduced |
| Sterling Capital Management LLC | 3,955 | $36.2K | 0.00% | +3,520+809.2% | Added |
| GAMMA Investing LLC | 3,688 | $33.7K | 0.00% | −51−1.4% | Reduced |
| Lindbrook Capital, LLC | 3,512 | $32.1K | 0.00% | −110−3.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,460 | $30.5K | 0.00% | −1,349−28.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,736 | $25.0K | 0.00% | −2,803,579−99.9% | Reduced |
| GF Fund Management Co. Ltd. | 2,236 | $20.5K | 0.00% | +2,236 | New |
| Rise Advisors, LLC | 2,002 | $18.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,908 | $17.5K | 0.00% | −225−10.5% | Reduced |
| Private Trust Co NA | 1,565 | $14.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,512 | $13.8K | 0.00% | −128−7.8% | Reduced |
| FSA Wealth Management LLC | 1,184 | $10.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,077 | $10.0K | 0.01% | −58−5.1% | Reduced |
| Laurel Wealth Advisors LLC | 1,068 | $9.77K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,035 | $9.47K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,059 | $9.34K | 0.00% | +73+7.4% | Added |
| North Star Investment Management Corp. | 1,000 | $9.15K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 992 | $9.08K | 0.00% | −1,225−55.3% | Reduced |
| Caldwell Trust Co | 988 | $9.04K | 0.00% | +988 | New |
| Key Financial Inc | 972 | $8.89K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 874 | $8.00K | 0.00% | +874 | New |
| CIBC Private Wealth Group, LLC | 809 | $7.14K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 756 | $6.92K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 712 | $6.51K | 0.00% | +712 | New |
| Northwestern Mutual Wealth Management Co | 650 | $5.95K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 561 | $5.13K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 469 | $4.29K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 410 | $3.75K | 0.00% | +235+134.3% | Added |
| Cornerstone Planning Group LLC | 424 | $3.74K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 374 | $3.42K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | +400 | New |
| CoreCap Advisors, LLC | 279 | $2.55K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 269 | $2.46K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 242 | $2.21K | 0.00% | +242 | New |
| Versant Capital Management, Inc | 195 | $1.78K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 190 | $1.74K | 0.00% | +190 | New |
| Assetmark, Inc | 177 | $1.62K | 0.00% | +66+59.5% | Added |
| GHP Investment Advisors, Inc. | 156 | $1.43K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 155 | $1.42K | 0.00% | −16,698−99.1% | Reduced |
| Massmutual Trust Co FSB | 140 | $1.28K | 0.00% | +17+13.8% | Added |
| Fifth Third Bancorp | 126 | $1.15K | 0.00% | −87−40.8% | Reduced |
| Picton Mahoney Asset Management | 116 | $1.00K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 105 | $961 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 58 | $531 | 0.00% | −15,126−99.6% | Reduced |
| Salem Investment Counselors Inc | 40 | $371 | 0.00% | +40 | New |
| Dunhill Financial, LLC | 8 | $71 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $9 | 0.00% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −65,154−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −63,676−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −46,765−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −32,940−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −21,979−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −20,899−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −18,067−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −17,270−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −14,783−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −12,615−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −4,916−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −1,353−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |