Piedmont Realty TrustPDM
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 254 institutions reported holding Piedmont Realty Trust Inc. (PDM) in their 13F filings, up 5 from Q4 2025. 29 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($99.0M), Vanguard Portfolio Management LLC ($82.0M) and Cohen & Steers, Inc. ($48.8M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Piedmont Realty Trust Inc.
- CUSIP
- 720190206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $8.3M |
| Exits | 25 | $38.6M |
All 13F filers, Q4 2025 → Q1 2026: 7,637,037 shares bought and 8,507,564 shares sold, net −870,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| BlackRock, Inc. | 0.00% | Add +3.8% | 15,071,609 | $99.0M |
| Vanguard Portfolio Management LLC | 0.00% | — | 12,487,149 | $82.0M |
| Cohen & Steers, Inc. | 0.08% | Add +10.9% | 7,427,057 | $48.8M |
| Vanguard Capital Management LLC | 0.00% | — | 5,648,873 | $37.1M |
| State Street Corp. | 0.00% | Reduce -1.6% | 5,305,333 | $34.9M |
| Wilsey Asset Management Inc. | 5.04% | Add +15.4% | 4,892,550 | $32.1M |
| Private Management Group Inc. | 0.78% | Add +8.6% | 4,101,889 | $26.9M |
| LSV Asset Management | 0.05% | Reduce -0.7% | 3,839,254 | $25.2M |
| Prudential Financial Inc. | 0.03% | Add +19.8% | 3,502,063 | $23.0M |
| Centersquare Investment Management LLC | 0.24% | Add +1.5% | 3,479,473 | $22.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.5% | 3,232,528 | $21.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.3% | 3,197,373 | $21.0M |
| Wellington Management Group LLP | 0.00% | Reduce -4.9% | 2,876,650 | $18.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.1% | 2,271,113 | $14.9M |
| Systematic Financial Management LP | 0.25% | Reduce -0.6% | 1,666,836 | $11.0M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -7.4% | 1,554,400 | $10.2M |
| Two Sigma Investments, LP | 0.01% | Add +186.2% | 1,538,821 | $10.1M |
| Northern Trust Corp. | 0.00% | Add +4.0% | 1,482,200 | $9.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -3.6% | 1,437,438 | $9.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.3% | 1,389,463 | $9.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.7% | 1,302,010 | $8.6M |
| Glenmede Trust Co. NA | 0.04% | Reduce -8.4% | 1,291,717 | $8.5M |
| Morgan Stanley | 0.00% | Reduce -10.8% | 1,038,178 | $6.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +35702.1% | 978,470 | $6.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 811,187 | $5.3M |
| Clearbridge Investments, LLC | 0.00% | Reduce -3.3% | 776,838 | $5.1M |
| CBRE Investment Management Listed Real Assets LLC | 0.07% | Reduce -7.0% | 762,121 | $5.0M |
| Bank of America Corp. | 0.00% | Reduce -14.7% | 757,953 | $5.0M |
| DC Investments Management, LLC | 1.87% | No change | 744,654 | $4.9M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -2.6% | 686,590 | $4.5M |
| Balyasny Asset Management L.P. | 0.01% | Add +1.1% | 663,237 | $4.4M |
| Punch & Associates Investment Management, Inc. | 0.21% | New | 550,013 | $3.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -3.5% | 534,706 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.4% | 475,748 | $3.1M |
| Bessemer Group Inc. | 0.00% | Add +63822.3% | 474,943 | $3.1M |
| Legal & General Group Plc | 0.00% | Reduce -11.2% | 464,311 | $3.1M |
| Helix Partners Management LP | 1.84% | Reduce -29.6% | 439,787 | $2.9M |
| AQR Capital Management | 0.00% | Reduce -16.1% | 436,163 | $2.9M |
| Nomura Asset Management International Inc. | 0.00% | No change | 409,361 | $2.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +33.3% | 393,532 | $2.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Reduce -0.3% | 386,739 | $2.5M |
| Wolverine Asset Management LLC | 0.13% | Add +11.9% | 381,656 | $2.5M |
| UBS Group AG | 0.00% | Reduce -6.5% | 377,644 | $2.5M |
| Macquarie Group Ltd. | 0.01% | Reduce -3.5% | 332,246 | $2.2M |
| Invesco Ltd. | 0.00% | Reduce -1.8% | 328,417 | $2.2M |
| Nepsis Inc. | 0.70% | Reduce -3.0% | 319,406 | $2.1M |
| GW&K Investment Management, LLC | 0.02% | Reduce -4.0% | 302,261 | $2.0M |
| Nuveen, LLC | 0.00% | Add +0.7% | 287,744 | $1.9M |
| Swiss National Bank | 0.00% | No change | 245,500 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Add +3.1% | 177,366 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +21.8% | 224,639 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.8% | 212,923 | $1.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -3.5% | 206,300 | $1.4M |
| ExodusPoint Capital Management, LP | 0.01% | New | 201,838 | $1.3M |
| Fisher Asset Management | 0.00% | No change | 196,868 | $1.3M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +2.0% | 191,500 | $1.3M |
| Asset Management One Co., Ltd. | 0.00% | Add +0.1% | 185,019 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +31.7% | 178,728 | $1.2M |
| Rhumbline Advisers | 0.00% | Reduce -2.5% | 178,031 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -1.8% | 173,772 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -67.6% | 152,981 | $1.0M |
| D. E. Shaw & Co. | 0.00% | Add +620.8% | 151,963 | $998K |
| Sei Investments Co. | 0.00% | Add +46.9% | 150,780 | $991K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -16.2% | 148,555 | $976K |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 147,740 | $971K |
| Citigroup Inc. | 0.00% | Add +6.4% | 147,132 | $967K |
| Focus Partners Wealth | 0.00% | Reduce -8.3% | 140,402 | $941K |
| Deutsche Bank AG | 0.00% | Reduce -6.5% | 140,541 | $923K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -1.4% | 137,378 | $903K |
| Jane Street Group, LLC | 0.00% | Add +251.7% | 134,848 | $886K |
| Swedbank AB | 0.00% | Reduce -11.0% | 123,209 | $809K |
| Martingale Asset Management L P | 0.02% | Add +54.2% | 122,585 | $805K |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 118,645 | $779K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 111,938 | $735K |
| Qube Research & Technologies Ltd | 0.00% | New | 106,940 | $703K |
| Quantinno Capital Management LP | 0.00% | Reduce -2.6% | 106,661 | $701K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 106,281 | $698K |
| Advisors Asset Management, Inc. | 0.01% | Add +15.1% | 97,421 | $640K |
| Cambria Investment Management, L.P. | 0.04% | Add +25.3% | 97,155 | $638K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.9% | 88,729 | $583K |
| Ilmarinen Mutual Pension Insurance Co | 0.00% | No change | 86,000 | $565K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.4% | 80,289 | $527K |
| State of Wisconsin Investment Board | 0.00% | Reduce -37.4% | 78,235 | $514K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 78,154 | $513K |
| Inspire Investing, LLC | 0.03% | Add +38.6% | 77,441 | $509K |
| Creative Planning | 0.00% | Reduce -17.9% | 76,271 | $501K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 76,107 | $500K |
| Amundi | 0.00% | Add +12.4% | 74,381 | $489K |
| Lazard Asset Management LLC | 0.00% | Add +5.5% | 74,236 | $488K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.4% | 72,720 | $478K |
| Engineers Gate Manager LP | 0.01% | New | 72,667 | $477K |
| BNP Paribas Financial Markets | 0.00% | Add +116.9% | 71,186 | $468K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +5505.6% | 69,902 | $459K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.6% | 68,844 | $452K |
| State of Alaska, Department of Revenue | 0.00% | Add +1.2% | 67,908 | $446K |
| Merit Financial Group, LLC | 0.00% | Add +0.2% | 67,438 | $443K |
| MetLife Investment Management, LLC | 0.00% | Add +5.5% | 67,249 | $442K |
| Wells Fargo & Company | 0.00% | Reduce -58.7% | 65,306 | $429K |
| Quantbot Technologies LP | 0.02% | Add +468.5% | 64,171 | $422K |
| Ethic Inc. | 0.01% | Add +22.4% | 59,150 | $389K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.9% | 58,314 | $383K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +40.1% | 55,931 | $367K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +8.6% | 56,293 | $366K |
| Janus Henderson Group PLC | 0.00% | No change | 53,902 | $354K |
| Bank of Montreal | 0.00% | Add +101.5% | 51,730 | $340K |
| Man Group plc | 0.00% | New | 51,659 | $339K |
| Graham Capital Management, L.P. | 0.02% | Add +15.1% | 51,160 | $336K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -56.6% | 49,225 | $323K |
| Susquehanna International Group, LLP | 0.00% | Add +319.8% | 49,178 | $323K |
| Daiwa Securities Group Inc. | 0.00% | Add +4.5% | 48,800 | $321K |
| Choreo, LLC | 0.00% | Reduce -0.7% | 48,201 | $317K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -3.0% | 48,057 | $316K |
| Vanguard Global Advisers, LLC | 0.00% | — | 47,123 | $310K |
| Presima Securities ULC | 0.17% | No change | 45,142 | $297K |
| Van Eck Associates Corp. | 0.00% | Add +10.5% | 44,759 | $294K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.6% | 44,090 | $289K |
| Aberdeen Group plc | 0.00% | Reduce -1.7% | 43,697 | $287K |
| Modern Wealth Management, LLC | 0.00% | Add +0.1% | 42,002 | $272K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.5% | 38,772 | $255K |
| Royal Bank of Canada | 0.00% | Reduce -16.0% | 36,986 | $244K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -11.1% | 35,743 | $235K |
| Intech Investment Management LLC | 0.00% | Reduce -51.5% | 35,185 | $231K |
| Cetera Investment Advisers | 0.00% | Reduce -5.2% | 35,064 | $230K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 34,321 | $225K |
| Arizona State Retirement System | 0.00% | Reduce -1.4% | 34,246 | $225K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -9.9% | 34,083 | $224K |
| Barclays PLC | 0.00% | Reduce -82.9% | 34,079 | $224K |
| Thrivent Financial for Lutherans | 0.00% | New | 33,907 | $223K |
| Polymer Capital Management (US) LLC | 0.03% | New | 33,522 | $220K |
| New York State Common Retirement Fund | 0.00% | No change | 32,987 | $217K |
| Envestnet Asset Management Inc. | 0.00% | Add +135.4% | 32,673 | $215K |
| Metis Global Partners, LLC | 0.01% | Add +16.3% | 32,632 | $214K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.2% | 31,498 | $207K |
| M&T Bank Corp | 0.00% | Reduce -8.4% | 31,122 | $204K |
| Franklin Resources Inc. | 0.00% | Reduce -20.7% | 30,888 | $203K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 30,866 | $203K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.1% | 30,128 | $198K |
| W1M Asset Management Ltd | 0.00% | No change | 29,560 | $194K |
| Vident Advisory, LLC | 0.00% | Add +7.0% | 29,408 | $193K |
| Alps Advisors Inc. | 0.00% | Reduce -9.4% | 29,347 | $193K |
| Cwm, LLC | 0.00% | Reduce -12.7% | 29,192 | $192K |
| FMR LLC | 0.00% | Add +1.4% | 28,332 | $186K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 27,395 | $181K |
| KLP Kapitalforvaltning As | 0.00% | No change | 26,600 | $175K |
| Bfsg, LLC | 0.02% | Add +7.5% | 25,811 | $170K |
| HRT Financial LP | 0.00% | Reduce -81.9% | 25,558 | $167K |
| UniSuper Management Pty Ltd | 0.00% | No change | 24,700 | $162K |
| Tidal Investments LLC | 0.00% | Add +4.5% | 24,550 | $161K |
| Vestcor Inc | 0.00% | New | 24,518 | $161K |
| Voya Investment Management LLC | 0.00% | Reduce -1.7% | 23,417 | $154K |
| Gsa Capital Partners LLP | 0.01% | New | 23,325 | $153K |
| Waverly Advisors, LLC | 0.00% | New | 23,217 | $153K |
| Pictet Asset Management Holding SA | 0.00% | Add +36.5% | 22,562 | $148K |
| STRS Ohio | 0.00% | No change | 21,900 | $144K |
| Cerity Partners LLC | 0.00% | Reduce -3.7% | 21,030 | $138K |
| IFM Investors Pty Ltd | 0.00% | No change | 19,826 | $130K |
| First Trust Advisors LP | 0.00% | Reduce -2.4% | 19,546 | $128K |
| Virtu Financial LLC | 0.01% | New | 19,134 | $126K |
| AlphaCore Capital LLC | 0.00% | New | 19,046 | $125K |
| Quadrant Capital Group LLC | 0.00% | Add +0.9% | 18,765 | $123K |
| Allianz Asset Management GmbH | 0.00% | Reduce -85.2% | 18,326 | $120K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 18,298 | $120K |
| ProShare Advisors LLC | 0.00% | Reduce -20.7% | 18,028 | $118K |
| Evergreen Capital Management LLC | 0.00% | Reduce -4.7% | 17,993 | $118K |
| Millennium Management | 0.00% | Add +0.8% | 17,930 | $118K |
| Signaturefd, LLC | 0.00% | Reduce -4.0% | 17,189 | $113K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +4.2% | 17,096 | $112K |
| Captrust Financial Advisors | 0.00% | Add +2.0% | 16,283 | $107K |
| DGS Capital Management, LLC | 0.02% | Add +9.5% | 15,980 | $105K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,871 | $104K |
| Fiduciary Trust Co | 0.00% | No change | 15,800 | $104K |
| Jump Financial, LLC | 0.00% | New | 15,662 | $103K |
| Csenge Advisory Group | 0.00% | No change | 15,026 | $99K |
| Greenland Capital Management LP | 0.02% | Reduce -70.5% | 15,000 | $99K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +52.2% | 14,995 | $99K |
| Ieq Capital, LLC | 0.00% | Reduce -79.7% | 14,981 | $98K |
| Landscape Capital Management, L.L.C. | 0.01% | Add +5.0% | 14,129 | $93K |
| Victory Capital Management Inc. | 0.00% | Reduce -77.0% | 14,040 | $92K |
| US Bancorp \de | 0.00% | Reduce -13.5% | 13,566 | $89K |
| United Capital Financial Advisors, LLC | 0.00% | New | 13,097 | $86K |
| Xponance LLC | 0.00% | Add +13.2% | 12,795 | $84K |
| Squarepoint Ops LLC | 0.00% | New | 12,738 | $84K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.1% | 12,542 | $82K |
| Arkadios Wealth Advisors | 0.00% | Reduce -1.5% | 12,378 | $81K |
| Hanover Advisors Inc. | 0.03% | Reduce -3.5% | 12,366 | $81K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.4% | 12,316 | $81K |
| Oak Thistle LLC | 0.01% | New | 11,744 | $77K |
| Sherry Group, Inc. | 0.08% | No change | 11,423 | $75K |
| Novare Capital Management LLC | 0.01% | Reduce -16.8% | 11,383 | $75K |
| Andrews Advisory Associates, LLC | 0.04% | Reduce -19.0% | 11,320 | $74K |
| Belvedere Trading LLC | 0.01% | New | 11,228 | $74K |
| Neuberger Berman Group LLC | 0.00% | New | 10,629 | $70K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 10,389 | $68K |
| Harbour Investments, Inc. | 0.00% | Add +57.6% | 10,189 | $67K |
| Allworth Financial LP | 0.00% | Reduce -1.6% | 9,613 | $63K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +19.1% | 8,945 | $59K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -8.5% | 6,584 | $43K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +166.2% | 6,132 | $40K |
| Pflug Koory, LLC | 0.01% | No change | 4,676 | $31K |
| Advisory Services Network, LLC | 0.00% | New | 4,177 | $27K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.5% | 4,120 | $27K |
| Parallel Advisors, LLC | 0.00% | No change | 3,769 | $25K |
| Itau Unibanco Holding S.A. | 0.00% | New | 3,738 | $25K |
| Brookfield Corp | 0.00% | Add +54.5% | 3,465 | $23K |
| GAMMA Investing LLC | 0.00% | Reduce -1.9% | 3,074 | $20K |
| Rockefeller Capital Management L.P. | 0.00% | Add +137.1% | 3,011 | $20K |
| WFA of San Diego, LLC | 0.01% | No change | 2,828 | $19K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -29.5% | 2,565 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -6.6% | 2,437 | $16K |
| Spire Wealth Management | 0.00% | Reduce -45.0% | 2,372 | $16K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -7.7% | 1,898 | $12K |
| Jones Financial Companies LLLP | 0.00% | Reduce -6.5% | 1,942 | $12K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,908 | $12K |
| Private Trust Co. NA | 0.00% | No change | 1,655 | $11K |
| Main Street Group, LTD | 0.00% | New | 1,157 | $8K |
| Key Financial Inc | 0.00% | No change | 972 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 900 | $6K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 848 | $6K |
| MAI Capital Management | 0.00% | No change | 822 | $5K |
| Center for Financial Planning, Inc. | 0.00% | No change | 756 | $5K |
| Versant Capital Management, Inc | 0.00% | Reduce -63.0% | 752 | $5K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 712 | $5K |
| Optiver Holding B.V. | 0.00% | Add +545.5% | 710 | $5K |
| Quarry LP | 0.00% | New | 657 | $4K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 602 | $4K |
| Los Angeles Capital Management LLC | 0.00% | New | 597 | $4K |
| Rothschild Investment LLC | 0.00% | Reduce -15.9% | 496 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -1.5% | 467 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -19.6% | 472 | $3K |
| Essential Partners LLC | 0.00% | Reduce -33.3% | 437 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 374 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 320 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -78.0% | 313 | $2K |
| Rossby Financial, LCC | 0.00% | New | 309 | $2K |
| Simplex Trading, LLC | 0.00% | New | 292 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 269 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 210 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 116 | $762 |
| True Wealth Design, LLC | 0.00% | Reduce -13.6% | 114 | $749 |
| Darwin Wealth Management, LLC | 0.00% | No change | 108 | $711 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 97 | $637 |
| Assetmark, Inc. | 0.00% | Reduce -44.3% | 93 | $611 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -1.3% | 75 | $493 |
| Rialto Wealth Management, LLC | 0.00% | No change | 74 | $487 |
| Blue Trust, Inc. | 0.00% | No change | 70 | $460 |
| Fifth Third Bancorp | 0.00% | No change | 65 | $427 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 40 | $263 |
| Sunbelt Securities, Inc. | 0.00% | Add +37.9% | 40 | $263 |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -90.0% | 22 | $145 |
| GHP Investment Advisors, Inc. | 0.00% | New | 19 | $125 |
| Dunhill Financial, LLC | 0.00% | Reduce -14.3% | 6 | $45 |
| Huntington National Bank | 0.00% | No change | 1 | $7 |
| 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.