Arkadios Wealth Advisors’s Piedmont Realty Trust PDM Stock Holding History

Arkadios Wealth Advisors’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	$121K	Buy	13,193 +815	+7%	+$6.72K	﹤0.01%	1674
2026 Q1	$81.3K	Sell	12,378 -192	-2%	-$1.49K	﹤0.01%	1636
2025 Q4	$105K	Sell	12,570 -149	-1%	-$1.24K	﹤0.01%	1491
2025 Q3	$114K	Sell	12,719 -289	-2%	-$2.33K	﹤0.01%	1399
2025 Q2	$94.8K	Buy	13,008 +6	+0%	+$41	﹤0.01%	1257
2025 Q1	$95.8K	Buy	13,002 +1,500	+13%	+$11.9K	﹤0.01%	1076
2024 Q4	$105K	Buy	+11,502	New	+$112K	0.01%	888
2021 Q4	–	Sell	-2,212	Closed	-$38K	–	1416
2021 Q3	$38K	Hold	2,212	–	–	0.01%	977
2021 Q2	$40K	Hold	2,212	–	–	﹤0.01%	999
2021 Q1	$38K	Hold	2,212	–	–	0.01%	771
2020 Q4	$35K	Hold	2,212	–	–	0.01%	626
2020 Q3	$29.5K	Hold	2,212	–	–	0.01%	513
2020 Q2	$34.9K	Hold	2,212	–	–	0.02%	431
2020 Q1	$39.1K	Hold	2,212	–	–	0.02%	373
2019 Q4	$53.8K	Buy	+2,212	New	+$47.6K	0.03%	306

Other funds holding PDM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arkadios Wealth Advisors's PDM Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Piedmont Realty Trust (PDM) stake by 6.6% in Q2 2026, buying an estimated $6.72K and bringing the position to 13,193 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Arkadios Wealth Advisors first reported a position in PDM in Q4 2019 and has held it in 15 quarters since. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Arkadios Wealth Advisors held 13,193 shares of Piedmont Realty Trust worth $121K as of Q2 2026.
Arkadios Wealth Advisors bought 815 Piedmont Realty Trust shares in Q2 2026, an estimated $6.72K.
Piedmont Realty Trust made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1674 holding.
Arkadios Wealth Advisors first reported a position in Piedmont Realty Trust in Q4 2019 and has held it in 15 quarters since.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.