CAPTRUST Financial Advisors’s Piedmont Realty Trust PDM Stock Holding History

CAPTRUST Financial 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	$158K	Buy	17,247 +964	+6%	+$7.95K	﹤0.01%	2948
2026 Q1	$107K	Buy	16,283 +321	+2%	+$2.5K	﹤0.01%	2804
2025 Q4	$133K	Sell	15,962 -519	-3%	-$4.33K	﹤0.01%	2582
2025 Q3	$148K	Buy	16,481 +928	+6%	+$7.47K	﹤0.01%	2471
2025 Q2	$113K	Buy	15,553 +4,344	+39%	+$30K	﹤0.01%	2369
2025 Q1	$82.6K	Buy	+11,209	New	+$88.7K	﹤0.01%	2250
2024 Q1	–	Sell	-24,757	Closed	-$176K	–	2512
2023 Q4	$176K	Buy	24,757 +9,378	+61%	+$56.6K	﹤0.01%	2430
2023 Q3	$86.4K	Buy	15,379 +2,078	+16%	+$14.3K	﹤0.01%	2440
2023 Q2	$96.7K	Sell	13,301 -896	-6%	-$5.96K	﹤0.01%	2382
2023 Q1	$104K	Buy	14,197 +1,864	+15%	+$17.1K	﹤0.01%	2154
2022 Q4	$113K	Buy	+12,333	New	+$122K	﹤0.01%	2040

Other funds holding PDM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors's PDM Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Piedmont Realty Trust (PDM) stake by 5.9% in Q2 2026, buying an estimated $7.95K and bringing the position to 17,247 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

CAPTRUST Financial Advisors first reported a position in PDM in Q4 2022 and has held it in 11 quarters since. The position peaked at $176K in Q4 2023. 254 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

CAPTRUST Financial Advisors held 17,247 shares of Piedmont Realty Trust worth $158K as of Q2 2026.
CAPTRUST Financial Advisors bought 964 Piedmont Realty Trust shares in Q2 2026, an estimated $7.95K.
Piedmont Realty Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2948 holding.
CAPTRUST Financial Advisors first reported a position in Piedmont Realty Trust in Q4 2022 and has held it in 11 quarters since.
CAPTRUST Financial Advisors's Piedmont Realty Trust position peaked at $176K in Q4 2023.
254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.