BTI
PDM

Blue Trust Inc’s Piedmont Realty Trust PDM Stock Holding History

Blue Trust Inc’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 		– Sell
-70
Closed -$460 – 2607
2026
Q1 		$460 Hold
70
– – ﹤0.01% 2354
2025
Q4 		$584 Sell
70
-37
-35% -$309 ﹤0.01% 2368
2025
Q3 		$963 Hold
107
– – ﹤0.01% 2331
2025
Q2 		$780 Hold
107
– – ﹤0.01% 2279
2025
Q1 		$789 Buy
107
+49
+84% +$388 ﹤0.01% 2321
2024
Q4 		$531 Sell
58
-15,126
-100% -$147K ﹤0.01% 2321
2024
Q3 		$110K Buy
15,184
+10,530
+226% +$93.8K ﹤0.01% 1169
2024
Q2 		$32.7K Buy
4,654
+1,288
+38% +$8.95K ﹤0.01% 1451
2024
Q1 		$23.7K Sell
3,366
-376
-10% -$2.52K ﹤0.01% 1168
2023
Q4 		$21K Buy
3,742
+221
+6% +$1.33K ﹤0.01% 1269
2023
Q3 		$25K Buy
3,521
+2,941
+507% +$20.2K ﹤0.01% 1099
2023
Q2 		$4K Sell
580
-3,653
-86% -$24.3K ﹤0.01% 1611
2023
Q1 		$39K Buy
4,233
+1,759
+71% +$16.1K ﹤0.01% 1125
2022
Q4 		$26K Buy
2,474
+1,809
+272% +$17.9K ﹤0.01% 1195
2022
Q3 		$9K Buy
665
+94
+16% +$1.18K ﹤0.01% 1385
2022
Q2 		$10K Buy
+571
New +$8.59K ﹤0.01% 1210

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

Blue Trust Inc's PDM Position: Q2 2026 in Review

Blue Trust Inc sold out of Piedmont Realty Trust (PDM) in Q2 2026, closing a stake of 70 shares — an estimated $460 sold.

Blue Trust Inc first reported a position in PDM in Q2 2022 and held it in 16 quarters. The position peaked at $110K in Q3 2024. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Blue Trust Inc reported no remaining Piedmont Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 70 Piedmont Realty Trust shares in Q2 2026, an estimated $460.
  • Blue Trust Inc first reported a position in Piedmont Realty Trust in Q2 2022 and held it in 16 quarters.
  • Blue Trust Inc's Piedmont Realty Trust position peaked at $110K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.