BWA
PDM

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

Basecamp 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 		$2.02K Buy
221
+199
+905% +$1.64K ﹤0.01% 1368
2026
Q1 		$145 Sell
22
-199
-90% -$1.55K ﹤0.01% 1903
2025
Q4 		$1.84K Buy
+221
New +$1.84K ﹤0.01% 1366

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

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

Basecamp Wealth Advisors increased its Piedmont Realty Trust (PDM) stake by 905% in Q2 2026, buying an estimated $1.64K and bringing the position to 221 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Basecamp Wealth Advisors first reported a position in PDM in Q4 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Basecamp Wealth Advisors held 221 shares of Piedmont Realty Trust worth $2.02K as of Q2 2026.
  • Basecamp Wealth Advisors bought 199 Piedmont Realty Trust shares in Q2 2026, an estimated $1.64K.
  • Piedmont Realty Trust made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1368 holding.
  • Basecamp Wealth Advisors first reported a position in Piedmont Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

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