Bank of Montreal
PDM

Bank of Montreal’s Piedmont Realty Trust PDM Stock Holding History

Bank of Montreal’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
2021
Q1 		– Sell
-160,300
Closed -$2.45M – 5282
2020
Q4 		$2.45M Buy
+160,300
New +$2.36M ﹤0.01% 1730
2020
Q3 		– Sell
-72,200
Closed -$1.08M – 4890
2020
Q2 		$1.08M Buy
+72,200
New +$1.21M ﹤0.01% 1890
2020
Q1 		– Sell
-25,100
Closed -$558K – 4548
2019
Q4 		$558K Buy
+25,100
New +$540K ﹤0.01% 2607

Other funds holding PDM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Bank of Montreal's PDM Position: Q2 2026 in Review

Bank of Montreal increased its Piedmont Realty Trust (PDM) stake by 57% in Q2 2026, buying an estimated $245K and bringing the position to 81,434 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Bank of Montreal first reported a position in PDM in Q2 2013 and has held it in 50 quarters since. The position peaked at $13.8M in Q4 2020. 148 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Bank of Montreal held 81,434 shares of Piedmont Realty Trust worth $745K as of Q2 2026.
  • Bank of Montreal bought 29,704 Piedmont Realty Trust shares in Q2 2026, an estimated $245K.
  • Piedmont Realty Trust made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2246 holding.
  • Bank of Montreal first reported a position in Piedmont Realty Trust in Q2 2013 and has held it in 50 quarters since.
  • Bank of Montreal's Piedmont Realty Trust position peaked at $13.8M in Q4 2020.
  • 148 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.