Piedmont Realty TrustPDM
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 253 institutions reported holding Piedmont Realty Trust Inc. (PDM) in their 13F filings, down 10 from Q2 2025. 24 opened new positions and 33 sold out. The largest holders were Vanguard Group Inc. ($171.7M), BlackRock, Inc. ($128.5M) and Cohen & Steers, Inc. ($53.0M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Piedmont Realty Trust Inc.
- CUSIP
- 720190206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $28.2M |
| Exits | 33 | $22.1M |
All 13F filers, Q2 2025 → Q3 2025: 7,329,515 shares bought and 7,976,920 shares sold, net −647,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| Vanguard Group Inc. | 0.00% | Reduce -1.2% | 19,079,757 | $171.7M |
| BlackRock, Inc. | 0.00% | Reduce -0.9% | 14,272,635 | $128.5M |
| Cohen & Steers, Inc. | 0.10% | Add +36.4% | 5,885,502 | $53.0M |
| State Street Corp. | 0.00% | Reduce -0.2% | 5,558,617 | $50.0M |
| LSV Asset Management | 0.08% | Add +0.6% | 4,095,654 | $36.9M |
| Wilsey Asset Management Inc. | 6.70% | Reduce -1.3% | 4,061,901 | $36.6M |
| Private Management Group Inc. | 1.02% | Reduce -1.2% | 3,794,551 | $34.2M |
| Wellington Management Group LLP | 0.01% | Add +8.1% | 3,322,045 | $29.9M |
| Hudson Bay Capital Management LP | 0.20% | Add +6.7% | 3,215,339 | $28.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -6.1% | 3,208,829 | $28.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +13.5% | 3,154,707 | $28.4M |
| Prudential Financial Inc. | 0.03% | Reduce -0.6% | 2,425,516 | $21.8M |
| JPMorgan Chase & Co. | 0.00% | Add +13.0% | 2,221,209 | $20.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.0% | 1,882,329 | $16.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.4% | 1,685,797 | $15.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.2% | 1,603,203 | $14.4M |
| Systematic Financial Management LP | 0.35% | Add +8.0% | 1,577,281 | $14.2M |
| Glenmede Investment Management, LP | 0.07% | Reduce -5.8% | 1,536,198 | $13.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.3% | 1,439,384 | $13.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +13.9% | 1,368,573 | $12.3M |
| Centersquare Investment Management LLC | 0.12% | New | 1,348,706 | $12.1M |
| Morgan Stanley | 0.00% | Reduce -20.4% | 1,133,838 | $10.2M |
| Clearbridge Investments, LLC | 0.01% | New | 872,846 | $7.9M |
| Two Sigma Advisers, LP | 0.01% | Reduce -10.0% | 780,700 | $7.0M |
| DC Investments Management, LLC | 2.78% | No change | 744,654 | $6.7M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -35.1% | 728,156 | $6.6M |
| Bank of America Corp. | 0.00% | Reduce -20.4% | 700,026 | $6.3M |
| CBRE Investment Management Listed Real Assets LLC | 0.09% | No change | 696,892 | $6.3M |
| Millennium Management | 0.00% | Reduce -40.3% | 668,726 | $6.0M |
| Wolverine Asset Management LLC | 0.41% | Add +50.7% | 652,512 | $5.9M |
| Helix Partners Management LP | 3.35% | No change | 625,000 | $5.6M |
| Algert Global LLC | 0.09% | Add +71.4% | 581,243 | $5.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -32.0% | 567,028 | $5.1M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -9.7% | 554,242 | $5.0M |
| AQR Capital Management | 0.00% | Reduce -3.5% | 535,771 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.4% | 491,674 | $4.4M |
| SG Americas Securities, LLC | 0.02% | Reduce -29.5% | 463,924 | $4.2M |
| Macquarie Group Ltd. | 0.00% | Add +11.3% | 463,512 | $4.2M |
| Legal & General Group Plc | 0.00% | Reduce -25.2% | 460,644 | $4.1M |
| Invesco Ltd. | 0.00% | Reduce -17.4% | 458,189 | $4.1M |
| Greenland Capital Management LP | 0.64% | Add +41.5% | 442,877 | $4.0M |
| Lighthouse Investment Partners, LLC | 0.14% | New | 425,000 | $3.8M |
| UBS Group AG | 0.00% | Reduce -34.8% | 402,808 | $3.6M |
| First Trust Advisors LP | 0.00% | Add +1.1% | 398,514 | $3.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -23.7% | 392,879 | $3.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | No change | 386,739 | $3.5M |
| GW&K Investment Management, LLC | 0.03% | Reduce -4.0% | 328,610 | $3.0M |
| Nuveen, LLC | 0.00% | Reduce -29.2% | 315,201 | $2.8M |
| Swiss National Bank | 0.00% | Add +1.5% | 241,200 | $2.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.06% | Reduce -2.5% | 239,979 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +2.5% | 230,862 | $2.1M |
| Nepsis Inc. | 0.64% | New | 223,179 | $2.0M |
| Rhumbline Advisers | 0.00% | Reduce -6.1% | 209,317 | $1.9M |
| Fisher Asset Management | 0.00% | Add +0.3% | 197,368 | $1.8M |
| Caxton Associates LLP | 0.05% | Add +31.6% | 191,485 | $1.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.6% | 182,938 | $1.6M |
| Barclays PLC | 0.00% | Reduce -24.4% | 179,916 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Reduce -35.0% | 179,773 | $1.6M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +2.9% | 178,700 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 177,098 | $1.6M |
| Asset Management One Co., Ltd. | 0.00% | Reduce -5.4% | 173,505 | $1.6M |
| LPL Financial LLC | 0.00% | Add +14.9% | 166,602 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +42.3% | 164,923 | $1.5M |
| Sei Investments Co. | 0.00% | Add +2.8% | 149,519 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +5.2% | 143,612 | $1.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -1.7% | 140,886 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +2.5% | 140,536 | $1.3M |
| Swedbank AB | 0.00% | Reduce -31.1% | 138,437 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.7% | 133,151 | $1.2M |
| California State Teachers Retirement System | 0.00% | Add +12.2% | 128,591 | $1.2M |
| Sonora Investment Management Group, LLC | 0.08% | Add +2.0% | 127,900 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -72.2% | 120,026 | $1.1M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -2.8% | 119,899 | $1.1M |
| Allianz Asset Management GmbH | 0.00% | Add +62.9% | 119,215 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +17.1% | 114,548 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -20.2% | 112,536 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | Reduce -11.1% | 109,780 | $988K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.9% | 92,932 | $836K |
| Ieq Capital, LLC | 0.00% | Add +11.0% | 92,582 | $833K |
| Creative Planning | 0.00% | Reduce -6.8% | 91,063 | $820K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.1% | 89,780 | $808K |
| Quantinno Capital Management LP | 0.00% | Add +33.9% | 89,031 | $801K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.4% | 87,525 | $788K |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 86,000 | $774K |
| Cambria Investment Management, L.P. | 0.04% | Add +15.6% | 77,544 | $698K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 76,107 | $685K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.0% | 75,448 | $679K |
| Intech Investment Management LLC | 0.01% | Reduce -10.0% | 72,564 | $653K |
| Russell Investments Group, Ltd. | 0.00% | Add +22.2% | 71,952 | $648K |
| Lazard Asset Management LLC | 0.00% | Reduce -55.4% | 70,380 | $633K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -5.4% | 69,291 | $624K |
| Advisors Asset Management, Inc. | 0.01% | New | 69,098 | $622K |
| State of Alaska, Department of Revenue | 0.01% | Add +11.0% | 66,658 | $598K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.4% | 65,936 | $593K |
| Amundi | 0.00% | Add +3.5% | 63,030 | $545K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 57,772 | $520K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +11.8% | 55,711 | $496K |
| Janus Henderson Group PLC | 0.00% | No change | 53,902 | $486K |
| Royal Bank of Canada | 0.00% | Reduce -14.0% | 52,115 | $470K |
| Inspire Investing, LLC | 0.04% | Reduce -7.1% | 50,417 | $454K |
| Choreo, LLC | 0.01% | Reduce -0.8% | 50,110 | $451K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +1.3% | 49,421 | $445K |
| Daiwa Securities Group Inc. | 0.00% | Add +3.4% | 45,362 | $408K |
| Presima Securities ULC | 0.11% | No change | 44,207 | $398K |
| FMR LLC | 0.00% | Reduce -5.0% | 43,737 | $394K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.9% | 44,728 | $391K |
| Modern Wealth Management, LLC | 0.01% | No change | 41,967 | $378K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -34.0% | 41,410 | $373K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 41,386 | $372K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.1% | 42,586 | $368K |
| Jane Street Group, LLC | 0.00% | Reduce -35.8% | 40,300 | $363K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | No change | 39,926 | $359K |
| Envestnet Asset Management Inc. | 0.00% | Add +63.9% | 39,872 | $359K |
| Cetera Investment Advisers | 0.00% | Reduce -8.1% | 39,791 | $358K |
| Vident Advisory, LLC | 0.00% | Reduce -7.3% | 39,362 | $354K |
| Aberdeen Group plc | 0.00% | Add +13.8% | 39,586 | $352K |
| Ethic Inc. | 0.01% | Reduce -2.1% | 38,679 | $348K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.3% | 38,550 | $347K |
| Mercer Global Advisors Inc. | 0.00% | Add +26.5% | 37,309 | $336K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 36,813 | $331K |
| Van Eck Associates Corp. | 0.00% | Add +3.9% | 36,743 | $330K |
| Franklin Resources Inc. | 0.00% | Reduce -67.0% | 36,246 | $326K |
| UniSuper Management Pty Ltd | 0.00% | No change | 34,500 | $311K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +29.5% | 34,321 | $309K |
| Cwm, LLC | 0.00% | Add +2.5% | 33,971 | $306K |
| New York State Common Retirement Fund | 0.00% | Add +10.0% | 32,987 | $297K |
| HRT Financial LP | 0.00% | New | 32,450 | $292K |
| Alps Advisors Inc. | 0.00% | No change | 32,402 | $292K |
| Martingale Asset Management L P | 0.01% | No change | 32,363 | $291K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 31,978 | $288K |
| BNP Paribas Financial Markets | 0.00% | Add +192.2% | 31,386 | $282K |
| Hazelview Securities Inc. | 0.05% | New | 28,820 | $259K |
| Metis Global Partners, LLC | 0.01% | Add +36.7% | 28,057 | $253K |
| Graham Capital Management, L.P. | 0.01% | New | 27,915 | $251K |
| KLP Kapitalforvaltning As | 0.00% | No change | 26,600 | $239K |
| Bank of Montreal | 0.00% | Reduce -2.2% | 25,668 | $231K |
| Inceptionr LLC | 0.05% | Add +8.0% | 24,049 | $216K |
| Voya Investment Management LLC | 0.00% | Reduce -32.5% | 23,826 | $214K |
| Bfsg, LLC | 0.02% | Reduce -6.5% | 23,730 | $214K |
| Squarepoint Ops LLC | 0.00% | Reduce -74.9% | 23,499 | $211K |
| STRS Ohio | 0.00% | Reduce -86.9% | 23,200 | $209K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 27,395 | $206K |
| GMO | 0.00% | Reduce -17.6% | 22,589 | $203K |
| Tidal Investments LLC | 0.00% | Reduce -12.6% | 22,423 | $202K |
| ProShare Advisors LLC | 0.00% | Reduce -16.6% | 21,264 | $191K |
| Cerity Partners LLC | 0.00% | Reduce -0.2% | 21,196 | $191K |
| M&T Bank Corp | 0.00% | Add +51.8% | 20,560 | $185K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 19,902 | $179K |
| IFM Investors Pty Ltd | 0.00% | No change | 19,826 | $174K |
| Evergreen Capital Management LLC | 0.00% | Reduce -1.1% | 19,272 | $173K |
| Arax Advisory Partners | 0.00% | Add +1603.0% | 19,057 | $172K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.5% | 18,604 | $167K |
| Mariner, LLC | 0.00% | Reduce -19.3% | 18,491 | $166K |
| Csenge Advisory Group | 0.01% | Add +17.0% | 18,123 | $163K |
| Signaturefd, LLC | 0.00% | Reduce -12.8% | 17,900 | $161K |
| Nissay Asset Management Corp. /Japan | 0.00% | Reduce -13.7% | 17,819 | $160K |
| Focus Partners Wealth | 0.00% | Reduce -2.9% | 16,741 | $151K |
| Pictet Asset Management Holding SA | 0.00% | No change | 16,530 | $149K |
| Jump Financial, LLC | 0.00% | Reduce -38.2% | 16,515 | $149K |
| Captrust Financial Advisors | 0.00% | Add +6.0% | 16,481 | $148K |
| Teacher Retirement System of Texas | 0.00% | Reduce -13.7% | 16,300 | $147K |
| US Bancorp \de | 0.00% | Add +0.6% | 16,263 | $146K |
| Fiduciary Trust Co | 0.00% | No change | 15,900 | $143K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,871 | $143K |
| Versor Investments LP | 0.03% | New | 15,600 | $140K |
| DGS Capital Management, LLC | 0.03% | Reduce -21.9% | 15,577 | $140K |
| Vanderbilt University | 0.02% | New | 15,514 | $140K |
| Scharf Investments, LLC | 0.00% | Reduce -29.1% | 14,812 | $133K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -13.4% | 13,940 | $125K |
| Mackenzie Financial Corp. | 0.00% | Reduce -52.8% | 13,908 | $125K |
| Engineers Gate Manager LP | 0.00% | New | 13,748 | $124K |
| Novare Capital Management LLC | 0.01% | No change | 13,683 | $123K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.3% | 13,666 | $123K |
| Hanover Advisors Inc. | 0.05% | Add +14.3% | 13,499 | $121K |
| CIBC Bancorp USA Inc. | 0.00% | — | 13,256 | $119K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.1% | 13,193 | $119K |
| Arkadios Wealth Advisors | 0.00% | Reduce -2.2% | 12,719 | $114K |
| Private Advisor Group, LLC | 0.00% | No change | 12,496 | $112K |
| Verition Fund Management LLC | 0.00% | Reduce -80.2% | 12,232 | $110K |
| Neuberger Berman Group LLC | 0.00% | Reduce -10.0% | 11,567 | $104K |
| Ballentine Partners, LLC | 0.00% | Add +2.8% | 11,365 | $102K |
| Xponance LLC | 0.00% | Reduce -0.3% | 11,229 | $101K |
| Polymer Capital Management (US) LLC | 0.01% | Reduce -77.3% | 10,566 | $95K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -15.4% | 10,389 | $94K |
| Spire Wealth Management | 0.00% | Reduce -1.4% | 10,221 | $92K |
| Summit Securities Group LLC | 0.03% | New | 8,994 | $81K |
| Allworth Financial LP | 0.00% | Add +0.2% | 8,669 | $78K |
| Sterling Capital Management LLC | 0.00% | Add +160.2% | 8,610 | $77K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9.1% | 7,796 | $70K |
| Harbour Investments, Inc. | 0.00% | Add +6.3% | 7,712 | $69K |
| Farther Finance Advisors, LLC | 0.00% | Add +79.6% | 7,444 | $67K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -49.3% | 7,332 | $66K |
| Shell Asset Management Co. | 0.00% | Reduce -63.1% | 5,225 | $47K |
| Global Retirement Partners, LLC | 0.00% | Add +3.0% | 4,815 | $43K |
| Pflug Koory, LLC | 0.02% | No change | 4,676 | $42K |
| Simplex Trading, LLC | 0.00% | Add +27.1% | 4,426 | $39K |
| Amalgamated Bank | 0.00% | No change | 4,309 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -7.2% | 4,090 | $37K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.9% | 3,769 | $34K |
| Principal Securities, Inc. | 0.00% | New | 3,500 | $32K |
| Advisory Services Network, LLC | 0.00% | New | 3,332 | $30K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -34.0% | 3,235 | $29K |
| GAMMA Investing LLC | 0.00% | Add +0.8% | 3,159 | $28K |
| WFA of San Diego, LLC | 0.02% | No change | 2,828 | $25K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +5.8% | 2,726 | $25K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -39.2% | 2,517 | $23K |
| Brookfield Corp | 0.00% | New | 2,242 | $20K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,240 | $20K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -6.9% | 2,066 | $19K |
| Rise Advisors, LLC | 0.01% | No change | 2,066 | $19K |
| Versant Capital Management, Inc | 0.00% | No change | 2,032 | $18K |
| AlphaQuest LLC | 0.00% | New | 1,800 | $16K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,908 | $16K |
| Private Trust Co. NA | 0.00% | Add +39.5% | 1,655 | $15K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.1% | 1,268 | $11K |
| FSA Wealth Management LLC | 0.00% | No change | 1,212 | $11K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,030 | $9K |
| Key Financial Inc | 0.00% | No change | 972 | $9K |
| North Star Investment Management Corp. | 0.00% | Reduce -10.0% | 900 | $8K |
| Center for Financial Planning, Inc. | 0.00% | No change | 756 | $7K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 712 | $6K |
| Optiver Holding B.V. | 0.00% | New | 688 | $6K |
| Strategic Advocates LLC | 0.00% | New | 668 | $6K |
| Essential Partners LLC | 0.00% | Add +2.2% | 642 | $6K |
| Rothschild Investment LLC | 0.00% | Reduce -18.1% | 590 | $5K |
| Jones Financial Companies LLLP | 0.00% | Add +487.0% | 587 | $5K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 561 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +47.6% | 564 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.8% | 476 | $4K |
| IFP Advisors, Inc | 0.00% | Reduce -7.4% | 474 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 436 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 374 | $3K |
| UMB Bank, n.a. | 0.00% | No change | 320 | $3K |
| MAI Capital Management | 0.00% | Reduce -76.4% | 279 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 269 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 211 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 210 | $2K |
| Main Street Group, LTD | 0.00% | No change | 155 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 116 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 108 | $975 |
| True Wealth Design, LLC | 0.00% | Add +6.9% | 108 | $972 |
| Blue Trust, Inc. | 0.00% | No change | 107 | $963 |
| Parkside Financial Bank & Trust | 0.00% | No change | 76 | $684 |
| Rialto Wealth Management, LLC | 0.00% | No change | 74 | $666 |
| Clearstead Advisors, LLC | 0.00% | Reduce -20.4% | 74 | $666 |
| Fifth Third Bancorp | 0.00% | No change | 65 | $585 |
| Larson Financial Group LLC | 0.00% | New | 52 | $468 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 40 | $360 |
| Assetmark, Inc. | 0.00% | Add +311.1% | 37 | $333 |
| Sunbelt Securities, Inc. | 0.00% | New | 29 | $261 |
| Huntington National Bank | 0.00% | No change | 1 | $9 |
| Avion Wealth | 0.00% | No change | 89 | $0 |
| Covestor Ltd | 0.00% | No change | 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.