AAM
PDM

Advisors Asset Management’s Piedmont Realty Trust PDM Stock Holding History

Advisors Asset Management’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$879K Sell
96,042
-1,379
-1% -$11.4K 0.01% 831
2026
Q1 		$640K Buy
97,421
+12,797
+15% +$99.6K 0.01% 912
2025
Q4 		$706K Buy
84,624
+15,526
+22% +$130K 0.01% 878
2025
Q3 		$622K Buy
+69,098
New +$556K 0.01% 927
2018
Q2 		– Sell
-8,802
Closed -$158K – 1621
2018
Q1 		$158K Sell
8,802
-535
-6% -$9.87K ﹤0.01% 1271
2017
Q4 		$183K Sell
9,337
-206
-2% -$4.1K ﹤0.01% 1265
2017
Q3 		$192K Sell
9,543
-314
-3% -$6.4K ﹤0.01% 1241
2017
Q2 		$208K Sell
9,857
-494
-5% -$10.7K ﹤0.01% 1265
2017
Q1 		$221K Sell
10,351
-667
-6% -$14.5K ﹤0.01% 1285
2016
Q4 		$230K Sell
11,018
-565
-5% -$11.4K ﹤0.01% 1348
2016
Q3 		$252K Buy
11,583
+9,341
+417% +$201K ﹤0.01% 1301
2016
Q2 		$48K Buy
+2,242
New +$45.5K ﹤0.01% 1689
2016
Q1 		– Sell
-6,599
Closed -$125K – 1867
2015
Q4 		$125K Sell
6,599
-558
-8% -$10.7K ﹤0.01% 1496
2015
Q3 		$128K Sell
7,157
-9,981
-58% -$178K ﹤0.01% 1471
2015
Q2 		$301K Sell
17,138
-862
-5% -$15.3K ﹤0.01% 1268
2015
Q1 		$335K Sell
18,000
-1,142
-6% -$21.5K ﹤0.01% 1210
2014
Q4 		$361K Sell
19,142
-728
-4% -$13.7K ﹤0.01% 1168
2014
Q3 		$351K Buy
19,870
+2,636
+15% +$50.6K ﹤0.01% 1130
2014
Q2 		$326K Buy
17,234
+3,906
+29% +$71.6K ﹤0.01% 1168
2014
Q1 		$229K Buy
13,328
+4,828
+57% +$80.9K ﹤0.01% 1217
2013
Q4 		$140K Buy
8,500
+6,758
+388% +$117K ﹤0.01% 1305
2013
Q3 		$30K Buy
+1,742
New +$31.1K ﹤0.01% 1682

Other funds holding PDM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisors Asset Management's PDM Position: Q2 2026 in Review

Advisors Asset Management reduced its Piedmont Realty Trust (PDM) stake by 1.4% in Q2 2026, selling an estimated $11.4K and leaving 96,042 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #831.

Advisors Asset Management first reported a position in PDM in Q3 2013 and has held it in 22 quarters since. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Advisors Asset Management held 96,042 shares of Piedmont Realty Trust worth $879K as of Q2 2026.
  • Advisors Asset Management sold 1,379 Piedmont Realty Trust shares in Q2 2026, an estimated $11.4K.
  • Piedmont Realty Trust made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #831 holding.
  • Advisors Asset Management first reported a position in Piedmont Realty Trust in Q3 2013 and has held it in 22 quarters since.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.