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 2025
Institutional positions in Piedmont Realty Trust, Inc. as of Mar 31, 2025. 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
- 252
- 0 vs. Q4 2024
- Shares held
- 106.5M
- −1.32M (−1.2%) vs. Q4 2024
- Total value
- $789.8M
- −$196.7M (−19.9%) vs. Q4 2024
- New holders
- 30
- 76 more added
- Sold out
- 30
- 98 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 89 | $0 | 0.00% | +89 | New |
| Huntington National Bank | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $57 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 35 | $258 | 0.00% | −207−85.5% | Reduced |
| Quest Partners LLC | 43 | $317 | 0.00% | +43 | New |
| South State Corp. | 52 | $384 | 0.00% | +52 | New |
| Assetmark, Inc | 60 | $442 | 0.00% | −117−66.1% | Reduced |
| Fifth Third Bancorp | 65 | $479 | 0.00% | −61−48.4% | Reduced |
| SRS Capital Advisors, Inc. | 96 | $708 | 0.00% | −373−79.5% | Reduced |
| Stephens Consulting, LLC | 100 | $737 | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 107 | $789 | 0.00% | +49+84.5% | Added |
| Parkside Financial Bank & Trust | 120 | $885 | 0.00% | +120 | New |
| Darwin Advisors, LLC | 105 | $961 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 116 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 154 | $1.00K | 0.00% | +154 | New |
| True Wealth Design, LLC | 150 | $1.11K | 0.00% | +150 | New |
| GHP Investment Advisors, Inc. | 156 | $1.15K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 161 | $1.19K | 0.00% | +161 | New |
| MAI Capital Management | 190 | $1.40K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 195 | $1.44K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 207 | $1.53K | 0.00% | +67+47.9% | Added |
| GWM Advisors LLC | 269 | $1.98K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 336 | $2.06K | 0.00% | −473−58.5% | Reduced |
| Rothschild Investment LLC | 355 | $2.62K | 0.00% | −55−13.4% | Reduced |
| Private Wealth Management Group, LLC | 374 | $2.76K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 381 | $2.81K | 0.00% | −2,355−86.1% | Reduced |
| Cornerstone Planning Group LLC | 424 | $2.87K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 520 | $3.00K | 0.00% | +520 | New |
| Kestra Investment Management, LLC | 551 | $4.06K | 0.00% | +551 | New |
| Cape Investment Advisory, Inc. | 561 | $4.13K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 589 | $4.34K | 0.00% | +589 | New |
| Headlands Technologies LLC | 636 | $4.69K | 0.00% | +636 | New |
| Northwestern Mutual Wealth Management Co | 650 | $4.79K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 712 | $5.25K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 769 | $5.56K | 0.00% | −290−27.4% | Reduced |
| Center for Financial Planning, Inc. | 756 | $5.57K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 972 | $7.16K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $7.37K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,068 | $7.87K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,068 | $7.87K | 0.00% | +33+3.2% | Added |
| Covestor Ltd | 1,107 | $8.00K | 0.01% | +30+2.8% | Added |
| Harbor Capital Advisors, Inc. | 1,143 | $8.00K | 0.00% | +1,143 | New |
| Main Street Group, LTD | 1,207 | $8.90K | 0.00% | +1,052+678.7% | Added |
| FSA Wealth Management LLC | 1,212 | $8.93K | 0.00% | +28+2.4% | Added |
| Private Trust Co NA | 1,276 | $9.40K | 0.00% | −289−18.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,400 | $10.3K | 0.00% | −112−7.4% | Reduced |
| Sound Income Strategies, LLC | 1,908 | $14.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,130 | $15.7K | 0.00% | −1,825−46.1% | Reduced |
| Rise Advisors, LLC | 2,205 | $16.2K | 0.01% | +203+10.1% | Added |
| GF Fund Management Co. Ltd. | 2,327 | $17.1K | 0.00% | +91+4.1% | Added |
| GAMMA Investing LLC | 3,207 | $23.6K | 0.00% | −481−13.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,349 | $24.2K | 0.00% | −111−3.2% | Reduced |
| Lindbrook Capital, LLC | 3,405 | $25.1K | 0.00% | −107−3.0% | Reduced |
| Parallel Advisors, LLC | 3,977 | $29.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,309 | $32.0K | 0.00% | +15+0.3% | Added |
| Farther Finance Advisors, LLC | 4,471 | $33.2K | 0.00% | −963−17.7% | Reduced |
| Pflug Koory, LLC | 4,676 | $34.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 4,718 | $34.8K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 6,558 | $48.3K | 0.00% | +6,558 | New |
| BNP Paribas Arbitrage, SA | 6,726 | $49.6K | 0.00% | −7,875−53.9% | Reduced |
| Harbour Investments, Inc. | 7,252 | $53.4K | 0.00% | +1,248+20.8% | Added |
| Allworth Financial LP | 8,888 | $60.3K | 0.00% | +451+5.3% | Added |
| Tower Research Capital LLC (TRC) | 8,597 | $63.4K | 0.00% | −10,506−55.0% | Reduced |
| New Age Alpha Advisors, LLC | 9,669 | $71.3K | 0.00% | +9,669 | New |
| Vista Wealth Management Group, LLC | 10,076 | $74.3K | 0.00% | −58−0.6% | Reduced |
| Virginia Retirement Systems Et Al | 10,441 | $77.0K | 0.00% | +10,441 | New |
| Coldstream Capital Management Inc | 10,552 | $77.8K | 0.00% | −285−2.6% | Reduced |
| Citadel Advisors LLC | 10,746 | $79.2K | 0.00% | −65,166−85.8% | Reduced |
| Xponance, Inc. | 10,810 | $79.7K | 0.00% | +380+3.6% | Added |
| Spire Wealth Management | 10,905 | $80.4K | 0.00% | +340+3.2% | Added |
| Private Advisor Group, LLC | 11,143 | $82.1K | 0.00% | +12+0.1% | Added |
| Ballentine Partners, LLC | 11,158 | $82.2K | 0.00% | +11,158 | New |
| Captrust Financial Advisors | 11,209 | $82.6K | 0.00% | +11,209 | New |
| US Bancorp | 11,402 | $84.0K | 0.00% | −84−0.7% | Reduced |
| M&T Bank Corp | 12,009 | $88.5K | 0.00% | −651−5.1% | Reduced |
| Ameritas Investment Partners, Inc. | 12,278 | $90.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 12,479 | $92.0K | 0.00% | −277−2.2% | Reduced |
| Arkadios Wealth Advisors | 13,002 | $95.8K | 0.00% | +1,500+13.0% | Added |
| Neuberger Berman Group LLC | 13,407 | $98.8K | 0.00% | 00.0% | Unchanged |
| Novare Capital Management LLC | 13,683 | $100.8K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 13,964 | $102.9K | 0.00% | −51,960−78.8% | Reduced |
| Csenge Advisory Group | 15,753 | $103.3K | 0.01% | −1,113−6.6% | Reduced |
| Vestcor Inc | 14,309 | $105.0K | 0.00% | −97,205−87.2% | Reduced |
| Victory Capital Management Inc | 14,752 | $108.7K | 0.00% | −362−2.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,259 | $112.5K | 0.00% | −8,094−34.7% | Reduced |
| Metis Global Partners, LLC | 15,726 | $115.9K | 0.00% | +1,501+10.6% | Added |
| Shell Asset Management Co | 15,708 | $116.0K | 0.01% | −675−4.1% | Reduced |
| Public Employees Retirement Association of Colorado | 15,871 | $117.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 15,900 | $117.2K | 0.00% | +15,900 | New |
| J.W. Cole Advisors, Inc. | 16,093 | $118.6K | 0.00% | +16,093 | New |
| Mariner, LLC | 16,355 | $120.5K | 0.00% | +2,201+15.6% | Added |
| Arrow Investment Advisors, LLC | 17,127 | $126.2K | 0.13% | +1,001+6.2% | Added |
| Teacher Retirement System of Texas | 18,128 | $133.6K | 0.00% | +18,128 | New |
| Algert Global LLC | 18,660 | $137.5K | 0.00% | +18,660 | New |
| Sigma Planning Corp | 19,322 | $142.4K | 0.00% | −4,200−17.9% | Reduced |
| Nissay Asset Management Corp | 19,500 | $143.7K | 0.00% | +243+1.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,902 | $146.7K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 20,266 | $149.4K | 0.04% | −270−1.3% | Reduced |
| Scharf Investments, LLC | 20,903 | $154.1K | 0.00% | −1,784−7.9% | Reduced |
| Cerity Partners LLC | 22,032 | $162.4K | 0.00% | −12,090−35.4% | Reduced |