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 2026
Institutional positions in Piedmont Realty Trust, Inc. as of Mar 31, 2026. 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
- 254
- +8 vs. Q4 2025
- Shares held
- 112.1M
- +17.6M (+18.6%) vs. Q4 2025
- Total value
- $736.9M
- −$51.0M (−6.5%) vs. Q4 2025
- New holders
- 35
- 70 more added
- Sold out
- 27
- 102 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Piedmont Realty Trust, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 4,120 | $27.1K | 0.00% | −3,047−42.5% | Reduced |
| Parallel Advisors, LLC | 3,769 | $24.8K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 3,738 | $24.6K | 0.00% | +3,738 | New |
| Brookfield Asset Management Inc. | 3,465 | $22.8K | 0.00% | +1,223+54.5% | Added |
| GAMMA Investing LLC | 3,074 | $20.2K | 0.00% | −59−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 3,011 | $19.8K | 0.00% | +1,741+137.1% | Added |
| WFA of San Diego, LLC | 2,828 | $18.6K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,565 | $16.9K | 0.00% | −1,074−29.5% | Reduced |
| EverSource Wealth Advisors, LLC | 2,437 | $16.0K | 0.00% | −171−6.6% | Reduced |
| Spire Wealth Management | 2,372 | $15.6K | 0.00% | −1,940−45.0% | Reduced |
| GF Fund Management Co. Ltd. | 1,898 | $12.5K | 0.00% | −158−7.7% | Reduced |
| Jones Financial Companies LLLP | 1,942 | $12.4K | 0.00% | −135−6.5% | Reduced |
| Sound Income Strategies, LLC | 1,908 | $12.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,655 | $10.9K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,157 | $7.60K | 0.00% | +1,157 | New |
| Key Financial Inc | 972 | $6.39K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 900 | $5.91K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 848 | $5.57K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 822 | $5.40K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 756 | $4.97K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 752 | $4.94K | 0.00% | −1,280−63.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 712 | $4.68K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 710 | $4.67K | 0.00% | +600+545.5% | Added |
| Quarry LP | 657 | $4.32K | 0.00% | +657 | New |
| Pinnacle Wealth Planning Services, Inc. | 602 | $3.96K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 597 | $3.92K | 0.00% | +597 | New |
| Rothschild Investment LLC | 496 | $3.26K | 0.00% | −94−15.9% | Reduced |
| Smartleaf Asset Management LLC | 472 | $3.07K | 0.00% | −115−19.6% | Reduced |
| IFP Advisors, Inc | 467 | $3.07K | 0.00% | −7−1.5% | Reduced |
| Essential Partners LLC | 437 | $2.87K | 0.00% | −218−33.3% | Reduced |
| Private Wealth Management Group, LLC | 374 | $2.46K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 320 | $2.10K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 313 | $2.06K | 0.00% | −1,110−78.0% | Reduced |
| Rossby Financial, LCC | 309 | $2.00K | 0.00% | +309 | New |
| Simplex Trading, LLC | 292 | $1.92K | 0.00% | +292 | New |
| GWM Advisors LLC | 269 | $1.77K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 210 | $1.38K | 0.00% | +210 | New |
| Picton Mahoney Asset Management | 116 | $762 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 114 | $749 | 0.00% | −18−13.6% | Reduced |
| Darwin Advisors, LLC | 108 | $711 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 97 | $637 | 0.00% | +97 | New |
| Assetmark, Inc | 93 | $611 | 0.00% | −74−44.3% | Reduced |
| Parkside Financial Bank & Trust | 75 | $493 | 0.00% | −1−1.3% | Reduced |
| Rialto Wealth Management, LLC | 74 | $487 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 70 | $460 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 65 | $427 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $263 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 40 | $263 | 0.00% | +11+37.9% | Added |
| Basecamp Wealth Advisors LLC | 22 | $145 | 0.00% | −199−90.0% | Reduced |
| GHP Investment Advisors, Inc. | 19 | $125 | 0.00% | +19 | New |
| Dunhill Financial, LLC | 6 | $45 | 0.00% | −1−14.3% | Reduced |
| Huntington National Bank | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 89 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −3,247,359−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −718,600−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −550,000−100.0% | Sold out |
| Apollo Management Holdings, L.P. | 0 | $0 | 0.00% | −483,520−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −199,631−100.0% | Sold out |
| Hazelview Securities Inc. | 0 | $0 | 0.00% | −46,430−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −35,919−100.0% | Sold out |
| Scharf Investments, LLC | 0 | $0 | 0.00% | −14,812−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −13,655−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −12,973−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −10,644−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −3,907−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,597−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,633−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Reyes Financial Architecture, Inc. | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |