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 2025
Institutional positions in Piedmont Realty Trust, Inc. as of Sep 30, 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
- 253
- −8 vs. Q2 2025
- Shares held
- 110.7M
- −634.7K (−0.6%) vs. Q2 2025
- Total value
- $995.9M
- +$179.4M (+22.0%) vs. Q2 2025
- New holders
- 25
- 76 more added
- Sold out
- 33
- 103 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 89 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 29 | $261 | 0.00% | +29 | New |
| Assetmark, Inc | 37 | $333 | 0.00% | +28+311.1% | Added |
| Massmutual Trust Co FSB | 40 | $360 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 52 | $468 | 0.00% | +52 | New |
| Fifth Third Bancorp | 65 | $585 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 74 | $666 | 0.00% | −19−20.4% | Reduced |
| Rialto Wealth Management, LLC | 74 | $666 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 76 | $684 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 107 | $963 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 108 | $972 | 0.00% | +7+6.9% | Added |
| Darwin Advisors, LLC | 108 | $975 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 116 | $1.00K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 155 | $1.40K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 210 | $1.89K | 0.00% | +210 | New |
| UMA Financial Services, Inc. | 211 | $1.90K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 269 | $2.42K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 279 | $2.51K | 0.00% | −903−76.4% | Reduced |
| Umb Bank N A | 320 | $2.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 374 | $3.37K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 436 | $3.92K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 474 | $4.27K | 0.00% | −38−7.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 476 | $4.28K | 0.00% | −174−26.8% | Reduced |
| Smartleaf Asset Management LLC | 564 | $5.02K | 0.00% | +182+47.6% | Added |
| Cape Investment Advisory, Inc. | 561 | $5.05K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 587 | $5.15K | 0.00% | +487+487.0% | Added |
| Rothschild Investment LLC | 590 | $5.31K | 0.00% | −130−18.1% | Reduced |
| Essential Partners LLC | 642 | $5.78K | 0.00% | +14+2.2% | Added |
| Strategic Advocates LLC | 668 | $6.01K | 0.00% | +668 | New |
| Optiver Holding B.V. | 688 | $6.19K | 0.00% | +688 | New |
| Marshall & Sterling Wealth Advisors Inc. | 712 | $6.41K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 756 | $6.80K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 900 | $8.10K | 0.00% | −100−10.0% | Reduced |
| Key Financial Inc | 972 | $8.74K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,030 | $9.27K | 0.00% | +1,030 | New |
| FSA Wealth Management LLC | 1,212 | $10.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,268 | $11.0K | 0.00% | −14−1.1% | Reduced |
| Private Trust Co NA | 1,655 | $14.9K | 0.00% | +469+39.5% | Added |
| Sound Income Strategies, LLC | 1,908 | $15.9K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,800 | $16.2K | 0.00% | +1,800 | New |
| Versant Capital Management, Inc | 2,032 | $18.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,066 | $18.6K | 0.01% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 2,066 | $18.6K | 0.00% | −154−6.9% | Reduced |
| Wealthspire Advisors, LLC | 2,240 | $20.2K | 0.00% | +2,240 | New |
| Brookfield Asset Management Inc. | 2,242 | $20.2K | 0.00% | +2,242 | New |
| Aster Capital Management (DIFC) Ltd | 2,517 | $22.7K | 0.01% | −1,620−39.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,726 | $24.5K | 0.00% | +149+5.8% | Added |
| WFA of San Diego, LLC | 2,828 | $25.5K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,159 | $28.4K | 0.00% | +26+0.8% | Added |
| Ameritas Advisory Services, LLC | 3,235 | $29.1K | 0.00% | −1,668−34.0% | Reduced |
| Advisory Services Network, LLC | 3,332 | $30.0K | 0.00% | +3,332 | New |
| Principal Securities, Inc. | 3,500 | $31.5K | 0.00% | +3,500 | New |
| Parallel Advisors, LLC | 3,769 | $33.9K | 0.00% | −112−2.9% | Reduced |
| EverSource Wealth Advisors, LLC | 4,090 | $36.8K | 0.00% | −315−7.2% | Reduced |
| Amalgamated Bank | 4,309 | $39.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,426 | $39.0K | 0.00% | +945+27.1% | Added |
| Pflug Koory, LLC | 4,676 | $42.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,815 | $43.3K | 0.00% | +140+3.0% | Added |
| Shell Asset Management Co | 5,225 | $47.0K | 0.00% | −8,940−63.1% | Reduced |
| Tower Research Capital LLC (TRC) | 7,332 | $66.0K | 0.00% | −7,136−49.3% | Reduced |
| Farther Finance Advisors, LLC | 7,444 | $67.0K | 0.00% | +3,299+79.6% | Added |
| Harbour Investments, Inc. | 7,712 | $69.4K | 0.00% | +460+6.3% | Added |
| Federation des caisses Desjardins du Quebec | 7,796 | $70.2K | 0.00% | +653+9.1% | Added |
| Sterling Capital Management LLC | 8,610 | $77.5K | 0.00% | +5,301+160.2% | Added |
| Allworth Financial LP | 8,669 | $78.0K | 0.00% | +19+0.2% | Added |
| Clear Street Markets LLC | 8,994 | $80.9K | 0.03% | +8,994 | New |
| Spire Wealth Management | 10,221 | $92.0K | 0.00% | −140−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 10,389 | $93.5K | 0.00% | −1,889−15.4% | Reduced |
| Polymer Capital Management (US) LLC | 10,566 | $95.1K | 0.01% | −35,922−77.3% | Reduced |
| Xponance, Inc. | 11,229 | $101.1K | 0.00% | −32−0.3% | Reduced |
| Ballentine Partners, LLC | 11,365 | $102.3K | 0.00% | +309+2.8% | Added |
| Neuberger Berman Group LLC | 11,567 | $104.1K | 0.00% | −1,291−10.0% | Reduced |
| Verition Fund Management LLC | 12,232 | $110.1K | 0.00% | −49,384−80.1% | Reduced |
| Private Advisor Group, LLC | 12,496 | $112.5K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 12,719 | $114.5K | 0.00% | −289−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 13,193 | $118.7K | 0.00% | +989+8.1% | Added |
| CIBC Bancorp USA Inc. | 13,256 | $119.3K | 0.00% | +13,256 | New |
| Hanover Advisors Inc | 13,499 | $121.5K | 0.05% | +1,685+14.3% | Added |
| O'Shaughnessy Asset Management, LLC | 13,666 | $123.0K | 0.00% | −37−0.3% | Reduced |
| Novare Capital Management LLC | 13,683 | $123.1K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 13,748 | $123.7K | 0.00% | +13,748 | New |
| Mackenzie Financial Corp | 13,908 | $125.2K | 0.00% | −15,544−52.8% | Reduced |
| J.W. Cole Advisors, Inc. | 13,940 | $125.5K | 0.00% | −2,153−13.4% | Reduced |
| Scharf Investments, LLC | 14,812 | $133.3K | 0.00% | −6,091−29.1% | Reduced |
| Vanderbilt University | 15,514 | $139.6K | 0.02% | +15,514 | New |
| DGS Capital Management, LLC | 15,577 | $140.2K | 0.03% | −4,376−21.9% | Reduced |
| Versor Investments LP | 15,600 | $140.4K | 0.03% | +15,600 | New |
| Public Employees Retirement Association of Colorado | 15,871 | $143.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 15,900 | $143.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 16,263 | $146.4K | 0.00% | +90+0.6% | Added |
| Teacher Retirement System of Texas | 16,300 | $146.7K | 0.00% | −2,590−13.7% | Reduced |
| Captrust Financial Advisors | 16,481 | $148.3K | 0.00% | +928+6.0% | Added |
| Jump Financial, LLC | 16,515 | $148.6K | 0.00% | −10,226−38.2% | Reduced |
| Pictet Asset Management Holding SA | 16,530 | $148.8K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 16,741 | $150.7K | 0.00% | −506−2.9% | Reduced |
| Nissay Asset Management Corp | 17,819 | $160.4K | 0.00% | −2,829−13.7% | Reduced |
| Signaturefd, LLC | 17,900 | $161.1K | 0.00% | −2,638−12.8% | Reduced |
| Csenge Advisory Group | 18,123 | $163.1K | 0.01% | +2,630+17.0% | Added |