Piedmont Realty TrustPDM
13F holders, Q2 2026 (June 30)253holders −1
34new positions
32sold out
4famous investors
$9.15avg. 13F price*
At the end of Q2 2026, 253 institutions reported holding Piedmont Realty Trust Inc. (PDM) in their 13F filings, down 1 from Q1 2026. 34 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($140.0M), Vanguard Portfolio Management LLC ($116.0M) and Cohen & Steers, Inc. ($74.0M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $30.4M |
| Exits | 32 | $16.7M |
All 13F filers, Q1 2026 → Q2 2026: 15,984,948 shares bought and 11,368,231 shares sold, net +4,616,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| BlackRock, Inc. | 0.00% | Add +1.5% | 15,297,139 | $140.0M |
| Vanguard Portfolio Management LLC | 0.01% | Add +1.6% | 12,682,795 | $116.0M |
| Cohen & Steers, Inc. | 0.12% | Add +8.9% | 8,088,690 | $74.0M |
| Deutsche Bank AG | 0.02% | Add +3975.9% | 5,728,312 | $52.4M |
| Vanguard Capital Management LLC | 0.00% | Reduce -1.4% | 5,566,973 | $50.9M |
| State Street Corp. | 0.00% | Reduce -0.6% | 5,273,638 | $48.3M |
| Wilsey Asset Management Inc. | 6.60% | Add +0.3% | 4,909,232 | $44.9M |
| Private Management Group Inc. | 0.98% | Reduce -0.6% | 4,075,439 | $37.3M |
| LSV Asset Management | 0.06% | Reduce -0.1% | 3,835,454 | $35.1M |
| Geode Capital Management, LLC | 0.00% | Add +9.1% | 3,527,442 | $32.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.8% | 3,383,229 | $31.0M |
| Wellington Management Group LLP | 0.01% | Add +16.5% | 3,350,794 | $30.7M |
| Two Sigma Investments, LP | 0.01% | Add +28.8% | 1,981,922 | $18.1M |
| Donald Smith & Co., Inc. | 0.31% | New | 1,944,080 | $17.8M |
| Systematic Financial Management LP | 0.34% | Add +11.3% | 1,854,766 | $17.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -24.9% | 1,705,645 | $15.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +17.1% | 1,682,483 | $15.4M |
| Northern Trust Corp. | 0.00% | Add +6.4% | 1,576,805 | $14.4M |
| Centersquare Investment Management LLC | 0.12% | Reduce -55.8% | 1,537,347 | $14.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -16.5% | 1,298,196 | $11.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.2% | 1,275,689 | $11.9M |
| Glenmede Trust Co. NA | 0.05% | Reduce -4.0% | 1,240,317 | $11.3M |
| Punch & Associates Investment Management, Inc. | 0.53% | Add +109.7% | 1,153,153 | $10.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.4% | 1,074,832 | $9.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +163.3% | 1,036,345 | $9.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +1283.0% | 1,005,680 | $9.2M |
| Morgan Stanley | 0.00% | Reduce -5.5% | 980,523 | $9.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.4% | 935,518 | $8.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +2.3% | 830,143 | $7.6M |
| Clearbridge Investments, LLC | 0.01% | Add +0.5% | 780,641 | $7.1M |
| CBRE Investment Management Listed Real Assets LLC | 0.10% | Add +2.1% | 778,322 | $7.1M |
| Bank of America Corp. | 0.00% | Reduce -9.9% | 683,216 | $6.3M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -1.0% | 679,845 | $6.2M |
| Van Lanschot Kempen Investment Management N.V. | 0.04% | New | 579,001 | $5.3M |
| Bank of New York Mellon Corp | 0.00% | Add +14.3% | 543,766 | $5.0M |
| Wolverine Asset Management LLC | 0.25% | Add +41.4% | 539,513 | $4.9M |
| Nepsis Inc. | 1.50% | Add +51.3% | 483,316 | $4.4M |
| Legal & General Group Plc | 0.00% | Reduce -7.5% | 429,348 | $3.9M |
| DC Investments Management, LLC | 1.27% | Reduce -45.5% | 405,502 | $3.7M |
| UBS Group AG | 0.00% | Add +6.4% | 401,875 | $3.7M |
| AQR Capital Management | 0.00% | Reduce -11.1% | 387,878 | $3.5M |
| Nomura Asset Management International Inc. | 0.00% | Reduce -16.4% | 342,302 | $3.1M |
| Nuveen, LLC | 0.00% | Add +15.8% | 333,361 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +141.3% | 325,349 | $3.0M |
| GW&K Investment Management, LLC | 0.02% | Reduce -0.8% | 299,700 | $2.7M |
| Invesco Ltd. | 0.00% | Reduce -10.7% | 293,257 | $2.7M |
| HRT Financial LP | 0.00% | Add +965.7% | 272,375 | $2.5M |
| Macquarie Group Ltd. | 0.01% | Reduce -19.0% | 269,209 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -92.4% | 265,687 | $2.4M |
| Swiss National Bank | 0.00% | Add +2.2% | 250,800 | $2.3M |
| HSBC Holdings PLC | 0.00% | Add +9.0% | 244,840 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +6.2% | 226,094 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.2% | 209,546 | $1.9M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +6.1% | 203,100 | $1.9M |
| Asset Management One Co., Ltd. | 0.00% | Add +0.5% | 185,867 | $1.7M |
| Citigroup Inc. | 0.00% | Add +25.6% | 184,745 | $1.7M |
| Rhumbline Advisers | 0.00% | Add +0.8% | 179,493 | $1.6M |
| LPL Financial LLC | 0.00% | Add +2.0% | 177,256 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +53.4% | 163,591 | $1.5M |
| Martingale Asset Management L P | 0.03% | Add +29.6% | 158,843 | $1.5M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.2% | 148,282 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +0.8% | 141,572 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.0% | 138,891 | $1.3M |
| State of New Jersey Common Pension Fund D | 0.00% | New | 137,834 | $1.3M |
| Harbor Capital Advisors, Inc. | 0.09% | Add +96.8% | 137,568 | $1.3M |
| California State Teachers Retirement System | 0.00% | Add +13.5% | 134,689 | $1.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -2.6% | 133,755 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 177,493 | $1.2M |
| Citadel Advisors | 0.00% | New | 125,064 | $1.1M |
| Allianz Asset Management GmbH | 0.00% | Add +574.7% | 123,651 | $1.1M |
| Swedbank AB | 0.00% | No change | 123,209 | $1.1M |
| Cambria Investment Management, L.P. | 0.05% | Add +24.1% | 120,545 | $1.1M |
| Polymer Capital Management (US) LLC | 0.16% | Add +257.7% | 119,923 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +83.0% | 119,541 | $1.1M |
| Fisher Asset Management | 0.00% | Reduce -40.8% | 116,570 | $1.1M |
| Sei Investments Co. | 0.00% | Reduce -23.5% | 115,371 | $1.1M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 111,938 | $1.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 106,281 | $972K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +28.6% | 100,541 | $920K |
| FJ Capital Management LLC | 0.12% | New | 100,262 | $917K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -1.4% | 96,042 | $879K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +6.1% | 94,141 | $861K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +65.6% | 92,604 | $847K |
| Barclays PLC | 0.00% | Add +162.3% | 89,400 | $818K |
| FMR LLC | 0.00% | Add +200.7% | 85,184 | $779K |
| Creative Planning | 0.00% | Add +7.7% | 82,104 | $751K |
| Bank of Montreal | 0.00% | Add +57.4% | 81,434 | $745K |
| Amundi | 0.00% | Add +5.0% | 78,072 | $714K |
| MetLife Investment Management, LLC | 0.00% | Add +15.4% | 77,604 | $710K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 76,107 | $696K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 75,381 | $690K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -6.5% | 75,104 | $687K |
| Lazard Asset Management LLC | 0.00% | No change | 74,236 | $679K |
| Inspire Investing, LLC | 0.03% | Reduce -5.6% | 73,116 | $669K |
| Merit Financial Group, LLC | 0.00% | Add +0.7% | 67,908 | $621K |
| State of Alaska, Department of Revenue | 0.01% | No change | 67,908 | $620K |
| VARCOV Co. | 0.23% | New | 64,983 | $595K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.2% | 58,448 | $535K |
| Ilmarinen Mutual Pension Insurance Co | 0.00% | Reduce -33.7% | 57,000 | $522K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -4.7% | 53,634 | $499K |
| Mercer Global Advisors Inc. | 0.00% | Add +73.0% | 54,489 | $499K |
| Jupiter Topco LLC | 0.00% | — | 53,902 | $493K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -89.9% | 53,826 | $493K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -24.5% | 51,985 | $476K |
| Aberdeen Group plc | 0.00% | Add +16.7% | 51,005 | $467K |
| Choreo, LLC | 0.00% | Add +1.1% | 48,744 | $446K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -1.6% | 48,036 | $440K |
| Van Eck Associates Corp. | 0.00% | Add +6.6% | 47,701 | $436K |
| Ethic Inc. | 0.01% | Reduce -19.8% | 47,426 | $434K |
| Hazelview Securities Inc. | 0.06% | New | 45,142 | $434K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 47,123 | $431K |
| BNP Paribas Financial Markets | 0.00% | Reduce -35.8% | 45,674 | $418K |
| Osaic Holdings, Inc. | 0.00% | Add +50.5% | 45,341 | $415K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -6.8% | 44,774 | $410K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 43,623 | $407K |
| State of Wisconsin Investment Board | 0.00% | Reduce -45.6% | 42,580 | $390K |
| Royal Bank of Canada | 0.00% | Add +15.1% | 42,556 | $389K |
| New York State Common Retirement Fund | 0.00% | Add +27.6% | 42,087 | $385K |
| Modern Wealth Management, LLC | 0.00% | Reduce -2.0% | 41,170 | $377K |
| Graham Capital Management, L.P. | 0.01% | Reduce -22.3% | 39,752 | $364K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +14.7% | 39,378 | $360K |
| Engineers Gate Manager LP | 0.00% | Reduce -46.7% | 38,707 | $354K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.4% | 37,825 | $346K |
| Alyeska Investment Group, L.P. | 0.00% | New | 37,490 | $343K |
| Cetera Investment Advisers | 0.00% | Add +5.4% | 36,962 | $338K |
| SG Americas Securities, LLC | 0.00% | Reduce -77.1% | 35,026 | $320K |
| Arizona State Retirement System | 0.00% | Add +0.7% | 34,496 | $316K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.5% | 34,267 | $314K |
| Thrivent Financial for Lutherans | 0.00% | No change | 33,907 | $310K |
| Metis Global Partners, LLC | 0.01% | Reduce -0.1% | 32,613 | $298K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 31,443 | $288K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 30,866 | $282K |
| Cerity Partners LLC | 0.00% | Add +46.5% | 30,806 | $282K |
| Ieq Capital, LLC | 0.00% | Add +95.3% | 29,261 | $268K |
| Intech Investment Management LLC | 0.00% | Reduce -19.4% | 28,359 | $259K |
| M&T Bank Corp | 0.00% | Reduce -10.8% | 27,771 | $254K |
| KLP Kapitalforvaltning As | 0.00% | No change | 26,600 | $243K |
| Tidal Investments LLC | 0.00% | Add +8.3% | 26,594 | $243K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -27.4% | 25,968 | $238K |
| Bfsg, LLC | 0.02% | No change | 25,811 | $236K |
| Voya Investment Management LLC | 0.00% | Add +8.8% | 25,467 | $233K |
| XTX Topco Ltd | 0.00% | New | 24,908 | $228K |
| STRS Ohio | 0.00% | Add +13.7% | 24,900 | $228K |
| Vestcor Inc | 0.01% | No change | 24,518 | $224K |
| Waverly Advisors, LLC | 0.00% | Add +1.4% | 23,549 | $215K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -53.2% | 23,028 | $211K |
| Pictet Asset Management Holding SA | 0.00% | No change | 22,562 | $206K |
| Global Retirement Partners, LLC | 0.00% | — | 22,431 | $205K |
| HB Wealth Management, LLC | 0.00% | New | 22,340 | $204K |
| Franklin Resources Inc. | 0.00% | Reduce -27.7% | 22,330 | $204K |
| Two Sigma Securities, LLC | 0.02% | New | 20,938 | $192K |
| First Trust Advisors LP | 0.00% | Add +4.1% | 20,354 | $186K |
| IFM Investors Pty Ltd | 0.00% | Add +2.3% | 20,273 | $185K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.9% | 20,198 | $185K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 27,395 | $178K |
| Vident Advisory, LLC | 0.00% | Reduce -34.4% | 19,286 | $176K |
| DRW Securities, LLC | 0.01% | New | 18,976 | $174K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +10.5% | 18,888 | $173K |
| Signaturefd, LLC | 0.00% | Add +9.0% | 18,739 | $171K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 18,315 | $168K |
| AlphaCore Capital LLC | 0.00% | Reduce -4.9% | 18,105 | $166K |
| Captrust Financial Advisors | 0.00% | Add +5.9% | 17,247 | $158K |
| Evergreen Capital Management LLC | 0.00% | Reduce -7.6% | 16,621 | $152K |
| ProShare Advisors LLC | 0.00% | Reduce -7.8% | 16,619 | $152K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,871 | $145K |
| Fiduciary Trust Co | 0.00% | No change | 15,800 | $145K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.6% | 14,901 | $136K |
| Scharf Investments, LLC | 0.00% | New | 14,812 | $136K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -40.9% | 14,600 | $134K |
| Victory Capital Management Inc. | 0.00% | Add +1.6% | 14,264 | $131K |
| Xponance LLC | 0.00% | Add +6.4% | 13,617 | $125K |
| Csenge Advisory Group | 0.01% | Reduce -10.0% | 13,517 | $124K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.2% | 13,442 | $123K |
| Arkadios Wealth Advisors | 0.00% | Add +6.6% | 13,193 | $121K |
| Mackenzie Financial Corp. | 0.00% | New | 12,850 | $118K |
| Private Advisor Group, LLC | 0.00% | No change | 12,316 | $113K |
| Sherry Group, Inc. | 0.10% | No change | 11,423 | $106K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +10.9% | 11,520 | $105K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 11,309 | $103K |
| Millennium Management | 0.00% | Reduce -38.1% | 11,103 | $102K |
| Parallel Advisors, LLC | 0.00% | Add +189.6% | 10,916 | $100K |
| Neuberger Berman Group LLC | 0.00% | Add +1.8% | 10,815 | $99K |
| MQS Management LLC | 0.12% | New | 10,756 | $98K |
| Ballentine Partners, LLC | 0.00% | New | 10,689 | $98K |
| US Bancorp \de | 0.00% | Reduce -21.5% | 10,649 | $97K |
| Arax Advisory Partners | 0.00% | Add +3180.8% | 10,269 | $94K |
| Readystate Asset Management LP | 0.01% | New | 10,222 | $94K |
| Swiss Life Asset Management Ltd | 0.00% | New | 10,218 | $93K |
| Greenland Capital Management LP | 0.02% | Reduce -33.3% | 10,000 | $92K |
| Savant Capital, LLC | 0.00% | New | 10,998 | $86K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +50.7% | 9,242 | $85K |
| Harbour Investments, Inc. | 0.00% | Reduce -11.2% | 9,049 | $83K |
| State of Wyoming | 0.01% | New | 8,645 | $79K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -16.3% | 7,487 | $69K |
| Allworth Financial LP | 0.00% | Reduce -26.6% | 7,061 | $65K |
| Itau Unibanco Holding S.A. | 0.00% | Add +85.8% | 6,944 | $64K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.3% | 5,908 | $54K |
| Pflug Koory, LLC | 0.02% | No change | 4,676 | $43K |
| Brookfield Corp | 0.00% | No change | 3,465 | $32K |
| GAMMA Investing LLC | 0.00% | Add +1.8% | 3,130 | $29K |
| Sterling Capital Management LLC | 0.00% | Reduce -37.9% | 2,558 | $23K |
| Spire Wealth Management | 0.00% | No change | 2,372 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.1% | 2,338 | $21K |
| Institute for Wealth Management, LLC. | 0.00% | New | 2,095 | $19K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -38.1% | 1,863 | $17K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -10.5% | 1,699 | $16K |
| Tokio Marine Asset Management Co. Ltd. | 0.00% | New | 1,518 | $14K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 1,281 | $12K |
| Main Street Group, LTD | 0.00% | No change | 1,157 | $11K |
| Jones Financial Companies LLLP | 0.00% | Reduce -45.4% | 1,060 | $10K |
| Key Financial Inc | 0.00% | No change | 972 | $9K |
| North Star Investment Management Corp. | 0.00% | No change | 900 | $8K |
| Versant Capital Management, Inc | 0.00% | Add +18.4% | 890 | $8K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 848 | $8K |
| Bessemer Group Inc. | 0.00% | Reduce -99.8% | 743 | $7K |
| Center for Financial Planning, Inc. | 0.00% | No change | 756 | $7K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 712 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 602 | $6K |
| Los Angeles Capital Management LLC | 0.00% | No change | 597 | $5K |
| Private Trust Co. NA | 0.00% | Reduce -64.3% | 590 | $5K |
| Rothschild Investment LLC | 0.00% | Add +8.1% | 536 | $5K |
| Huntington National Bank | 0.00% | Add +53200.0% | 533 | $5K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -80.0% | 514 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 472 | $4K |
| IFP Advisors, Inc | 0.00% | Add +1.3% | 473 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 430 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 374 | $3K |
| Optiver Holding B.V. | 0.00% | Reduce -51.3% | 346 | $3K |
| Essential Partners LLC | 0.00% | Reduce -21.1% | 345 | $3K |
| Picton Mahoney Asset Management | 0.00% | Add +196.6% | 344 | $3K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 339 | $3K |
| Rossby Financial, LCC | 0.00% | Add +4.5% | 323 | $3K |
| UMB Bank, n.a. | 0.00% | No change | 320 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 269 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +904.5% | 221 | $2K |
| JPL Wealth Management, LLC | 0.00% | No change | 210 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 173 | $2K |
| Assetmark, Inc. | 0.00% | Add +86.0% | 173 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 129 | $1K |
| Quarry LP | 0.00% | Reduce -81.0% | 125 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 108 | $991 |
| Raffa Wealth Management, LLC | 0.00% | New | 93 | $851 |
| Larson Financial Group LLC | 0.00% | New | 89 | $814 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 84 | $769 |
| Parkside Financial Bank & Trust | 0.00% | No change | 75 | $687 |
| Fifth Third Bancorp | 0.00% | No change | 65 | $595 |
| True Wealth Design, LLC | 0.00% | Reduce -55.3% | 51 | $467 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 40 | $366 |
| Clearstead Advisors, LLC | 0.00% | New | 37 | $339 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 19 | $174 |
| Dunhill Financial, LLC | 0.00% | No change | 6 | $63 |
| Avion Wealth | 0.00% | No change | 89 | $0 |
| Covestor Ltd | 0.00% | Add +244.4% | 31 | $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.