Center for Financial Planning’s Piedmont Realty Trust PDM Stock Holding History

Center for Financial Planning’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	$6.92K	Hold	756	–	–	﹤0.01%	526
2026 Q1	$4.97K	Hold	756	–	–	﹤0.01%	543
2025 Q4	$6.31K	Hold	756	–	–	﹤0.01%	534
2025 Q3	$6.8K	Hold	756	–	–	﹤0.01%	524
2025 Q2	$5.51K	Hold	756	–	–	﹤0.01%	513
2025 Q1	$5.57K	Hold	756	–	–	﹤0.01%	526
2024 Q4	$6.92K	Hold	756	–	–	﹤0.01%	460
2024 Q3	$7.64K	Hold	756	–	–	﹤0.01%	427
2024 Q2	$5.48K	Hold	756	–	–	﹤0.01%	453
2024 Q1	$5.32K	Hold	756	–	–	﹤0.01%	469
2023 Q4	$5.38K	Hold	756	–	–	﹤0.01%	416
2023 Q3	$4.25K	Hold	756	–	–	﹤0.01%	423
2023 Q2	$5.5K	Hold	756	–	–	﹤0.01%	441
2023 Q1	$5.52K	Hold	756	–	–	﹤0.01%	409
2022 Q4	$6.93K	Hold	756	–	–	﹤0.01%	390
2022 Q3	$8K	Buy	+756	New	+$9.49K	﹤0.01%	382

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

Center for Financial Planning's PDM Position: Q2 2026 in Review

Center for Financial Planning held its Piedmont Realty Trust (PDM) position steady in Q2 2026 at 756 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Center for Financial Planning first reported a position in PDM in Q3 2022 and has held it in 16 quarters since. The position peaked at $8K in Q3 2022. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Center for Financial Planning held 756 shares of Piedmont Realty Trust worth $6.92K as of Q2 2026.
Center for Financial Planning left its Piedmont Realty Trust share count unchanged in Q2 2026.
Piedmont Realty Trust made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #526 holding.
Center for Financial Planning first reported a position in Piedmont Realty Trust in Q3 2022 and has held it in 16 quarters since.
Center for Financial Planning's Piedmont Realty Trust position peaked at $8K in Q3 2022.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.