Piedmont Realty TrustPDM
13F holders, Q2 2025 (June 30)263holders +10
31new positions
21sold out
7famous investors
$7.33avg. 13F price*
At the end of Q2 2025, 263 institutions reported holding Piedmont Realty Trust Inc. (PDM) in their 13F filings, up 10 from Q1 2025. 31 opened new positions and 21 sold out. The largest holders were Vanguard Group Inc. ($140.8M), BlackRock, Inc. ($105.0M) and State Street Corp. ($40.6M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Piedmont Realty Trust Inc.
- CUSIP
- 720190206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $47.5M |
| Exits | 21 | $32.0M |
All 13F filers, Q1 2025 → Q2 2025: 15,862,601 shares bought and 10,983,946 shares sold, net +4,878,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| Vanguard Group Inc. | 0.00% | Add +0.3% | 19,314,698 | $140.8M |
| BlackRock, Inc. | 0.00% | Reduce -9.7% | 14,405,611 | $105.0M |
| State Street Corp. | 0.00% | Add +2.2% | 5,571,311 | $40.6M |
| Cohen & Steers, Inc. | 0.06% | New | 4,315,694 | $31.5M |
| Wilsey Asset Management Inc. | 5.53% | Add +2.6% | 4,115,288 | $30.0M |
| LSV Asset Management | 0.07% | Reduce -1.0% | 4,071,729 | $29.7M |
| Private Management Group Inc. | 0.91% | Reduce -5.8% | 3,839,167 | $28.0M |
| Geode Capital Management, LLC | 0.00% | Add +1.4% | 3,418,028 | $24.9M |
| Prudential Financial Inc. | 0.03% | Reduce -8.7% | 2,440,061 | $23.0M |
| Wellington Management Group LLP | 0.00% | Add +43.9% | 3,073,052 | $22.4M |
| Hudson Bay Capital Management LP | 0.16% | Add +34.9% | 3,013,575 | $22.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +20.6% | 2,779,465 | $20.3M |
| JPMorgan Chase & Co. | 0.00% | Add +4.2% | 1,965,690 | $14.3M |
| Ameriprise Financial Inc. | 0.00% | Add +368.8% | 2,046,431 | $14.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.3% | 1,645,985 | $12.0M |
| Glenmede Investment Management, LP | 0.06% | — | 1,630,631 | $11.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +41.4% | 1,468,184 | $10.7M |
| Systematic Financial Management LP | 0.28% | Add +0.9% | 1,460,237 | $10.6M |
| Northern Trust Corp. | 0.00% | Reduce -13.2% | 1,457,773 | $10.6M |
| Morgan Stanley | 0.00% | Reduce -6.4% | 1,425,387 | $10.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +710.2% | 1,201,555 | $8.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +22.6% | 1,165,006 | $8.5M |
| Massachusetts Financial Services Co. | 0.00% | Add +4.5% | 1,122,489 | $8.2M |
| Millennium Management | 0.01% | New | 1,119,228 | $8.2M |
| Bank of America Corp. | 0.00% | Add +39.9% | 879,980 | $6.4M |
| Two Sigma Advisers, LP | 0.01% | Reduce -5.9% | 867,500 | $6.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +101.9% | 834,157 | $6.1M |
| DC Investments Management, LLC | 2.26% | No change | 744,654 | $5.4M |
| Nordea Investment Management AB | 0.01% | Add +0.2% | 744,743 | $5.4M |
| CBRE Investment Management Listed Real Assets LLC | 0.08% | Reduce -43.0% | 696,892 | $5.1M |
| SG Americas Securities, LLC | 0.02% | Add +4.9% | 657,789 | $4.8M |
| Helix Partners Management LP | 2.44% | Reduce -21.9% | 625,000 | $4.6M |
| UBS Group AG | 0.00% | Add +8.2% | 618,127 | $4.5M |
| Legal & General Group Plc | 0.00% | Add +4.1% | 616,193 | $4.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -13.5% | 614,027 | $4.5M |
| AQR Capital Management | 0.00% | Add +67.0% | 554,945 | $4.0M |
| Invesco Ltd. | 0.00% | Reduce -19.1% | 554,910 | $4.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -17.7% | 514,872 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.9% | 498,716 | $3.6M |
| Nuveen, LLC | 0.00% | Reduce -43.1% | 445,128 | $3.2M |
| Wolverine Asset Management LLC | 0.23% | Add +6504.1% | 433,094 | $3.2M |
| Renaissance Technologies | 0.00% | Add +21.0% | 432,400 | $3.2M |
| Macquarie Group Ltd. | 0.00% | No change | 416,587 | $3.0M |
| First Trust Advisors LP | 0.00% | Add +1166.6% | 394,226 | $2.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +3604.0% | 386,739 | $2.8M |
| GW&K Investment Management, LLC | 0.02% | Reduce -3.9% | 342,125 | $2.5M |
| Algert Global LLC | 0.05% | Add +1717.7% | 339,180 | $2.5M |
| Greenland Capital Management LP | 0.31% | New | 312,985 | $2.3M |
| Victory Capital Management Inc. | 0.00% | Add +1774.1% | 276,473 | $2.0M |
| Panagora Asset Management Inc. | 0.01% | Reduce -32.1% | 249,931 | $1.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | No change | 246,017 | $1.8M |
| Barclays PLC | 0.00% | Add +10.6% | 237,927 | $1.7M |
| Swiss National Bank | 0.00% | Reduce -1.8% | 237,700 | $1.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +13.4% | 225,194 | $1.6M |
| Rhumbline Advisers | 0.00% | Add +2.0% | 222,958 | $1.6M |
| Swedbank AB | 0.00% | Reduce -36.1% | 200,937 | $1.5M |
| Fisher Asset Management | 0.00% | Reduce -14.2% | 196,868 | $1.4M |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.5% | 183,945 | $1.3M |
| Asset Management One Co., Ltd. | 0.00% | Reduce -0.7% | 183,354 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.2% | 178,320 | $1.3M |
| STRS Ohio | 0.00% | No change | 177,100 | $1.3M |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -2.2% | 173,700 | $1.3M |
| Lazard Asset Management LLC | 0.00% | New | 157,672 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.4% | 154,811 | $1.1M |
| Caxton Associates LLP | 0.03% | Add +102.0% | 145,508 | $1.1M |
| Sei Investments Co. | 0.00% | Reduce -0.7% | 145,434 | $1.1M |
| LPL Financial LLC | 0.00% | Add +6.3% | 144,934 | $1.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +10.5% | 143,279 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -51.5% | 141,061 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.4% | 137,154 | $1000K |
| Deutsche Bank AG | 0.00% | Reduce -13.0% | 136,487 | $995K |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.0% | 128,370 | $936K |
| Sonora Investment Management Group, LLC | 0.07% | Add +213.5% | 125,400 | $914K |
| State of Wisconsin Investment Board | 0.00% | Reduce -12.7% | 123,427 | $900K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -15.2% | 123,369 | $899K |
| HSBC Holdings PLC | 0.00% | Add +1.0% | 115,939 | $844K |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 114,590 | $835K |
| Norges Bank | 0.00% | Reduce -46.8% | 111,548 | $813K |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 109,873 | $801K |
| Hussman Strategic Advisors, Inc. | 0.17% | New | 105,000 | $765K |
| Wells Fargo & Company | 0.00% | Add +5.8% | 97,804 | $713K |
| Creative Planning | 0.00% | Add +148.3% | 97,710 | $712K |
| Summit Global Investments | 0.04% | Reduce -2.1% | 94,405 | $688K |
| Squarepoint Ops LLC | 0.00% | New | 93,632 | $683K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -22.6% | 90,818 | $662K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.5% | 89,641 | $653K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 87,721 | $639K |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 86,000 | $627K |
| Ieq Capital, LLC | 0.00% | New | 83,428 | $608K |
| Intech Investment Management LLC | 0.01% | Reduce -32.3% | 80,621 | $588K |
| Jupiter Asset Management Ltd. | 0.00% | Reduce -7.5% | 78,987 | $576K |
| MetLife Investment Management, LLC | 0.00% | Add +9.3% | 76,988 | $561K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 76,107 | $555K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -3.4% | 73,235 | $534K |
| Allianz Asset Management GmbH | 0.00% | Add +3.3% | 73,194 | $534K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -7.1% | 68,136 | $497K |
| Cambria Investment Management, L.P. | 0.03% | Add +13.1% | 67,069 | $489K |
| Merit Financial Group, LLC | 0.01% | Add +5.5% | 66,886 | $488K |
| Quantinno Capital Management LP | 0.00% | Add +100.1% | 66,505 | $485K |
| Marshall Wace, LLP | 0.00% | Reduce -94.7% | 65,163 | $475K |
| Jane Street Group, LLC | 0.00% | Add +8.3% | 62,802 | $458K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.3% | 62,714 | $457K |
| Amundi | 0.00% | Reduce -91.5% | 60,906 | $454K |
| Verition Fund Management LLC | 0.00% | New | 61,616 | $449K |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 60,609 | $442K |
| State of Alaska, Department of Revenue | 0.00% | Add +1.3% | 60,049 | $437K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -53.7% | 58,894 | $429K |
| Inspire Investing, LLC | 0.04% | Add +16.3% | 54,266 | $396K |
| Janus Henderson Group PLC | 0.00% | No change | 53,902 | $393K |
| AXA S.A. | 0.00% | No change | 53,061 | $387K |
| Choreo, LLC | 0.01% | Reduce -6.1% | 50,517 | $368K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -8.4% | 49,825 | $363K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -4.4% | 48,799 | $356K |
| Polymer Capital Management (US) LLC | 0.06% | Reduce -23.1% | 46,488 | $339K |
| FMR LLC | 0.00% | Add +34.1% | 46,042 | $336K |
| Osaic Holdings, Inc. | 0.00% | Add +1.1% | 45,122 | $329K |
| Presima Securities ULC | 0.07% | No change | 44,207 | $322K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.2% | 43,865 | $320K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.3% | 42,104 | $317K |
| Cetera Investment Advisers | 0.00% | Add +18.0% | 43,285 | $316K |
| Vident Advisory, LLC | 0.00% | Add +9.5% | 42,470 | $310K |
| Modern Wealth Management, LLC | 0.01% | Reduce -3.7% | 41,967 | $306K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.4% | 41,226 | $301K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | No change | 39,926 | $291K |
| Ethic Inc. | 0.01% | Add +7.7% | 39,513 | $288K |
| Geneos Wealth Management Inc. | 0.01% | Add +39.2% | 39,440 | $288K |
| Brevan Howard Capital Management LP | 0.00% | New | 37,786 | $275K |
| Arizona State Retirement System | 0.00% | Add +2.1% | 36,307 | $265K |
| Van Eck Associates Corp. | 0.00% | Add +8.4% | 35,356 | $258K |
| Voya Investment Management LLC | 0.00% | Add +1.3% | 35,326 | $258K |
| Aberdeen Group plc | 0.00% | Add +9.4% | 34,778 | $254K |
| UniSuper Management Pty Ltd | 0.00% | No change | 34,500 | $252K |
| Cwm, LLC | 0.00% | Add +165.6% | 33,138 | $242K |
| Alps Advisors Inc. | 0.00% | Reduce -3.6% | 32,402 | $236K |
| Martingale Asset Management L P | 0.01% | No change | 32,363 | $236K |
| RFG Holdings, Inc. | 0.07% | Reduce -47.0% | 31,121 | $227K |
| New York State Common Retirement Fund | 0.00% | No change | 29,987 | $219K |
| Mercer Global Advisors Inc. | 0.00% | Add +13.0% | 29,499 | $215K |
| Mackenzie Financial Corp. | 0.00% | Add +110.9% | 29,452 | $215K |
| EntryPoint Capital, LLC | 0.11% | New | 29,079 | $212K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 27,395 | $208K |
| GMO | 0.00% | No change | 27,400 | $200K |
| Jump Financial, LLC | 0.00% | Reduce -9.0% | 26,741 | $195K |
| KLP Kapitalforvaltning As | 0.00% | No change | 26,600 | $194K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 26,510 | $193K |
| D. E. Shaw & Co. | 0.00% | New | 26,501 | $193K |
| Bank of Montreal | 0.00% | Reduce -59.0% | 26,246 | $191K |
| Tidal Investments LLC | 0.00% | Reduce -7.1% | 25,661 | $187K |
| ProShare Advisors LLC | 0.00% | Reduce -4.6% | 25,500 | $186K |
| Bfsg, LLC | 0.02% | Reduce -0.2% | 25,390 | $185K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 24,330 | $177K |
| BSW Wealth Partners | 0.02% | No change | 24,272 | $177K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 24,127 | $176K |
| Arrow Investment Advisors, LLC | 0.17% | Add +38.8% | 23,772 | $173K |
| Mariner, LLC | 0.00% | Add +40.0% | 22,901 | $167K |
| Inceptionr LLC | 0.04% | New | 22,275 | $162K |
| Citadel Advisors | 0.00% | Add +106.9% | 22,238 | $162K |
| Cerity Partners LLC | 0.00% | Reduce -3.6% | 21,242 | $155K |
| Scharf Investments, LLC | 0.00% | No change | 20,903 | $152K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +5.9% | 20,648 | $151K |
| Signaturefd, LLC | 0.00% | Reduce -10.5% | 20,538 | $150K |
| Metis Global Partners, LLC | 0.00% | Add +30.5% | 20,526 | $150K |
| DGS Capital Management, LLC | 0.03% | Reduce -1.5% | 19,953 | $145K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 19,902 | $145K |
| IFM Investors Pty Ltd | 0.00% | Reduce -20.1% | 19,826 | $145K |
| Evergreen Capital Management LLC | 0.00% | Reduce -19.3% | 19,497 | $142K |
| Teacher Retirement System of Texas | 0.00% | Add +4.2% | 18,890 | $138K |
| Quadrant Capital Group LLC | 0.01% | Reduce -17.7% | 18,885 | $138K |
| Optas, LLC | 0.03% | New | 18,797 | $137K |
| Fox Run Management, L.L.C. | 0.02% | New | 17,373 | $127K |
| Focus Partners Wealth | 0.00% | New | 17,247 | $126K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -32.7% | 16,530 | $121K |
| US Bancorp \de | 0.00% | Add +41.8% | 16,173 | $118K |
| J.W. Cole Advisors, Inc. | 0.00% | No change | 16,093 | $117K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,871 | $116K |
| Fiduciary Trust Co | 0.00% | No change | 15,900 | $116K |
| Captrust Financial Advisors | 0.00% | Add +38.8% | 15,553 | $113K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.1% | 15,322 | $112K |
| Csenge Advisory Group | 0.01% | Reduce -1.6% | 15,493 | $110K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +68.3% | 14,468 | $105K |
| Gsa Capital Partners LLP | 0.01% | New | 14,087 | $103K |
| Shell Asset Management Co. | 0.00% | Reduce -9.8% | 14,165 | $103K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 13,900 | $101K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -10.2% | 13,703 | $100K |
| Novare Capital Management LLC | 0.01% | No change | 13,683 | $100K |
| M&T Bank Corp | 0.00% | Add +12.8% | 13,549 | $99K |
| Pitcairn Co. | 0.01% | New | 13,183 | $96K |
| Arkadios Wealth Advisors | 0.00% | Add +0.1% | 13,008 | $95K |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.1% | 12,858 | $94K |
| Private Advisor Group, LLC | 0.00% | Add +12.1% | 12,496 | $91K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 12,278 | $90K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -52.9% | 12,204 | $89K |
| Hanover Advisors Inc. | 0.04% | New | 11,814 | $86K |
| Xponance LLC | 0.00% | Add +4.2% | 11,261 | $82K |
| Ballentine Partners, LLC | 0.00% | Reduce -0.9% | 11,056 | $81K |
| BNP Paribas Financial Markets | 0.00% | Add +59.7% | 10,741 | $78K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -0.8% | 10,471 | $76K |
| Spire Wealth Management | 0.00% | Reduce -5.0% | 10,361 | $76K |
| Allworth Financial LP | 0.00% | Reduce -2.7% | 8,650 | $63K |
| Harbour Investments, Inc. | 0.00% | No change | 7,252 | $53K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 7,143 | $52K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 7,156 | $52K |
| Ameritas Advisory Services, LLC | 0.00% | New | 4,903 | $36K |
| Pflug Koory, LLC | 0.02% | No change | 4,676 | $34K |
| Global Retirement Partners, LLC | 0.00% | — | 4,675 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +214.6% | 4,405 | $32K |
| Amalgamated Bank | 0.00% | No change | 4,309 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.3% | 4,145 | $30K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 4,137 | $30K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.4% | 3,881 | $28K |
| Simplex Trading, LLC | 0.00% | Add +569.4% | 3,481 | $25K |
| Sterling Capital Management LLC | 0.00% | Add +55.4% | 3,309 | $24K |
| GAMMA Investing LLC | 0.00% | Reduce -2.3% | 3,133 | $23K |
| WFA of San Diego, LLC | 0.02% | — | 2,828 | $21K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -23.1% | 2,577 | $19K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -4.6% | 2,220 | $16K |
| Rise Advisors, LLC | 0.01% | Reduce -6.3% | 2,066 | $15K |
| Versant Capital Management, Inc | 0.00% | Add +942.0% | 2,032 | $15K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,908 | $14K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,292 | $9K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +12.2% | 1,282 | $9K |
| FSA Wealth Management LLC | 0.00% | No change | 1,212 | $9K |
| Private Trust Co. NA | 0.00% | Reduce -7.0% | 1,186 | $9K |
| MAI Capital Management | 0.00% | Add +522.1% | 1,182 | $9K |
| Arax Advisory Partners | 0.00% | Add +1065.6% | 1,119 | $8K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | No change | 1,068 | $8K |
| North Star Investment Management Corp. | 0.00% | No change | 1,000 | $7K |
| Key Financial Inc | 0.00% | No change | 972 | $7K |
| Center for Financial Planning, Inc. | 0.00% | No change | 756 | $6K |
| Quantbot Technologies LP | 0.00% | Reduce -97.4% | 740 | $5K |
| Rothschild Investment LLC | 0.00% | Add +102.8% | 720 | $5K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 712 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 650 | $5K |
| Brooklyn Investment Group | 0.00% | Add +1694.3% | 628 | $5K |
| Essential Partners LLC | 0.00% | — | 628 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 561 | $4K |
| Kestra Investment Management, LLC | 0.00% | No change | 551 | $4K |
| IFP Advisors, Inc | 0.00% | New | 512 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 436 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -50.3% | 382 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 374 | $3K |
| UMB Bank, n.a. | 0.00% | New | 320 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 269 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -33.0% | 225 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +31.1% | 211 | $2K |
| Main Street Group, LTD | 0.00% | Reduce -87.2% | 155 | $1K |
| Bessemer Group Inc. | 0.00% | Reduce -46.1% | 83 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 116 | $1K |
| Darwin Wealth Management, LLC | 0.00% | Add +2.9% | 108 | $789 |
| Blue Trust, Inc. | 0.00% | No change | 107 | $780 |
| True Wealth Design, LLC | 0.00% | Reduce -32.7% | 101 | $737 |
| Jones Financial Companies LLLP | 0.00% | New | 100 | $728 |
| Clearstead Advisors, LLC | 0.00% | New | 93 | $678 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -36.7% | 76 | $555 |
| Rialto Wealth Management, LLC | 0.00% | New | 74 | $540 |
| Fifth Third Bancorp | 0.00% | No change | 65 | $474 |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -84.0% | 61 | $445 |
| SouthState Bank Corp | 0.00% | No change | 52 | $380 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -80.7% | 40 | $292 |
| Assetmark, Inc. | 0.00% | Reduce -85.0% | 9 | $66 |
| Huntington National Bank | 0.00% | No change | 1 | $7 |
| Avion Wealth | 0.00% | No change | 89 | $0 |
| Covestor Ltd | 0.00% | Reduce -99.2% | 9 | $0 |
"% of holder's portfolio" is PDM's weight in each manager's 13F, not the share of Piedmont Realty Trust Inc. the manager owns.