BCI
PDM

Brinker Capital Investments’s Piedmont Realty Trust PDM Stock Holding History

Brinker Capital Investments’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 		$861K Buy
94,141
+5,412
+6% +$44.6K 0.01% 1234
2026
Q1 		$583K Sell
88,729
-787
-0.9% -$6.12K 0.01% 1384
2025
Q4 		$747K Sell
89,516
-264
-0.3% -$2.2K 0.01% 1390
2025
Q3 		$808K Sell
89,780
-1,038
-1% -$8.35K 0.01% 1325
2025
Q2 		$662K Sell
90,818
-26,464
-23% -$183K 0.01% 1393
2025
Q1 		$864K Buy
117,282
+59,561
+103% +$471K 0.01% 1164
2024
Q4 		$528K Sell
57,721
-5,687
-9% -$55.3K 0.01% 1328
2024
Q3 		$640K Sell
63,408
-1,645
-3% -$14.7K 0.01% 1240
2024
Q2 		$472K Buy
65,053
+3,495
+6% +$24.3K 0.01% 1291
2024
Q1 		$433K Sell
61,558
-3,323
-5% -$22.3K ﹤0.01% 1330
2023
Q4 		$472K Sell
64,881
-5,666
-8% -$34.2K 0.01% 1232
2023
Q3 		$396K Buy
70,547
+14,355
+26% +$98.5K ﹤0.01% 1287
2023
Q2 		$409K Buy
56,192
+1,828
+3% +$12.2K ﹤0.01% 1289
2023
Q1 		$397K Buy
54,364
+1,170
+2% +$10.7K ﹤0.01% 1231
2022
Q4 		$488K Buy
53,194
+21,101
+66% +$208K 0.01% 990
2022
Q3 		$339K Buy
32,093
+4,912
+18% +$61.7K 0.01% 1074
2022
Q2 		$357K Sell
27,181
-4,704
-15% -$70.8K 0.01% 1100
2022
Q1 		$549K Buy
31,885
+61
+0.2% +$1.07K 0.01% 1017
2021
Q4 		$585K Buy
31,824
+291
+0.9% +$5.33K 0.01% 1001
2021
Q3 		$582K Hold
31,533
– – 0.01% 933
2021
Q2 		$582K Buy
31,533
+2,831
+10% +$52.7K 0.01% 985
2021
Q1 		$499K Buy
+28,702
New +$484K 0.01% 907
2020
Q4 		– Sell
-22,406
Closed -$304K – 1147
2020
Q3 		$304K Buy
+22,406
New +$347K 0.01% 1009
2014
Q2 		– Sell
-832
Closed -$14K – 396
2014
Q1 		$14K Hold
832
– – ﹤0.01% 333
2013
Q4 		$14K Hold
832
– – ﹤0.01% 314
2013
Q3 		$14K Hold
832
– – ﹤0.01% 311
2013
Q2 		$15K Buy
+832
New +$16.2K ﹤0.01% 303

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

Brinker Capital Investments's PDM Position: Q2 2026 in Review

Brinker Capital Investments increased its Piedmont Realty Trust (PDM) stake by 6.1% in Q2 2026, buying an estimated $44.6K and bringing the position to 94,141 shares worth $861K. The position accounts for 0.01% of the portfolio, ranked #1234.

Brinker Capital Investments first reported a position in PDM in Q2 2013 and has held it in 27 quarters since. The position peaked at $864K in Q1 2025. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Brinker Capital Investments held 94,141 shares of Piedmont Realty Trust worth $861K as of Q2 2026.
  • Brinker Capital Investments bought 5,412 Piedmont Realty Trust shares in Q2 2026, an estimated $44.6K.
  • Piedmont Realty Trust made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1234 holding.
  • Brinker Capital Investments first reported a position in Piedmont Realty Trust in Q2 2013 and has held it in 27 quarters since.
  • Brinker Capital Investments's Piedmont Realty Trust position peaked at $864K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.