BP
PDM

Ballentine Partners’s Piedmont Realty Trust PDM Stock Holding History

Ballentine Partners’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 		$97.8K Buy
+10,689
New +$88.1K ﹤0.01% 1054
2026
Q1 		– Sell
-10,644
Closed -$88.8K – 1073
2025
Q4 		$88.8K Sell
10,644
-721
-6% -$6.02K ﹤0.01% 973
2025
Q3 		$102K Buy
11,365
+309
+3% +$2.49K ﹤0.01% 979
2025
Q2 		$80.6K Sell
11,056
-102
-0.9% -$705 ﹤0.01% 951
2025
Q1 		$82.2K Buy
+11,158
New +$88.3K ﹤0.01% 867

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

Ballentine Partners's PDM Position: Q2 2026 in Review

Ballentine Partners opened a new position in Piedmont Realty Trust (PDM) in Q2 2026: 10,689 shares worth $97.8K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: Ballentine Partners previously reported a position in PDM as recently as Q4 2025.

Ballentine Partners first reported a position in PDM in Q1 2025 and has held it in 5 quarters since. The position peaked at $102K in Q3 2025. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Ballentine Partners held 10,689 shares of Piedmont Realty Trust worth $97.8K as of Q2 2026.
  • Piedmont Realty Trust was a new Ballentine Partners position in Q2 2026.
  • Piedmont Realty Trust made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1054 holding.
  • Ballentine Partners first reported a position in Piedmont Realty Trust in Q1 2025 and has held it in 5 quarters since.
  • Ballentine Partners's Piedmont Realty Trust position peaked at $102K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.