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Disclosery

PDM PIEDMONT REALTY TRUST INC

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COM CL A (common), issuer CIK 1042776

242 managers (253 13F filers) reported a position in PDM shares at 2026-06-30, 116,672,587 shares in all. 35 filers opened a position and 33 filers sold out during the quarter.

Managers
242
13F filers
253
New
35
Added
97
Reduced
79
Sold out
33
Shares held by filers
116,672,587

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,060$10K<0.01%-88213F-HRTimelineGroup
Key Financial Inc972$8.89K<0.01%013F-HRTimeline
North Star Investment Management Corp.900$8.23K<0.01%013F-HRTimeline
Versant Capital Management, Inc890$8.14K<0.01%+13813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC848$7.76K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC743$7K<0.01%-474,20013F-HRTimelineGroup
Center for Financial Planning, Inc.756$6.92K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.712$6.51K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.602$5.51K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC597$5.46K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA590$5.4K<0.01%-1,06513F-HRTimeline
ROTHSCHILD INVESTMENT LLC536$4.9K<0.01%+4013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK533$4.88K<0.01%+53213F-HRTimelineGroup
Smartleaf Asset Management LLC472$4.39K<0.01%013F-HRTimeline
IFP Advisors, Inc473$4.33K<0.01%+613F-HRTimeline
Silver Grove Financial Group, Inc.430$3.93K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC374$3.42K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.346$3.17K<0.01%-36413F-HRTimelineGroup
Essential Partners LLC345$3.16K<0.01%-9213F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT344$3.15K<0.01%+22813F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC339$3.1K<0.01%new13F-HRTimeline
Rossby Financial, LCC323$2.96K<0.01%+1413F-HRTimeline
UMB Bank, n.a.320$2.93K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Advisors, LLC269$2.46K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC221$2.02K<0.01%+19913F-HRTimeline
JPL Wealth Management, LLC210$1.92K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC173$1.58K<0.01%+8013F-HRTimelineGroup
Fortitude Family Office, LLC173$1.58K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…129$1.18K<0.01%new13F-HRTimeline
Quarry LP125$1.14K<0.01%-53213F-HRTimeline
Darwin Wealth Management, LLC108$991<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC93$851<0.01%new13F-HRTimeline
Larson Financial Group LLC89$814<0.01%new13F-HRTimeline
Caitong International Asset Management …84$769<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…65$595<0.01%013F-HRTimelineGroup
True Wealth Design, LLC51$467<0.01%-6313F-HRTimeline
MassMutual Private Wealth & Trust, FSB40$366<0.01%013F-HRTimeline
Clearstead Advisors, LLC37$339<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.19$174<0.01%013F-HRTimeline
Dunhill Financial, LLC6$63<0.01%013F-HRTimeline
Avion Wealth89$00%013F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd31$00%+2213F-HRTimelineValue filed as zero, left out of ratios.