Cerity Partners
PDM icon

Cerity Partners’s Piedmont Realty Trust PDM Stock Holding History

Cerity Partners’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 		$282K Buy
30,806
+9,776
+46% +$80.6K ﹤0.01% 2840
2026
Q1 		$138K Sell
21,030
-804
-4% -$6.25K ﹤0.01% 2971
2025
Q4 		$182K Buy
21,834
+638
+3% +$5.33K ﹤0.01% 2659
2025
Q3 		$191K Sell
21,196
-46
-0.2% -$370 ﹤0.01% 2515
2025
Q2 		$155K Sell
21,242
-790
-4% -$5.46K ﹤0.01% 2416
2025
Q1 		$162K Sell
22,032
-12,090
-35% -$95.7K ﹤0.01% 2255
2024
Q4 		$328K Sell
34,122
-196
-0.6% -$1.9K ﹤0.01% 1995
2024
Q3 		$347K Buy
34,318
+7,450
+28% +$66.4K ﹤0.01% 1969
2024
Q2 		$195K Sell
26,868
-3,437
-11% -$23.9K ﹤0.01% 2032
2024
Q1 		$213K Buy
+30,305
New +$203K ﹤0.01% 2078

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 $3.38T AUM 44.17% 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

Cerity Partners's PDM Position: Q2 2026 in Review

Cerity Partners increased its Piedmont Realty Trust (PDM) stake by 46% in Q2 2026, buying an estimated $80.6K and bringing the position to 30,806 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #2840.

Cerity Partners first reported a position in PDM in Q1 2024 and has held it in 10 quarters since. The position peaked at $347K in Q3 2024. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Cerity Partners held 30,806 shares of Piedmont Realty Trust worth $282K as of Q2 2026.
  • Cerity Partners bought 9,776 Piedmont Realty Trust shares in Q2 2026, an estimated $80.6K.
  • Piedmont Realty Trust made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2840 holding.
  • Cerity Partners first reported a position in Piedmont Realty Trust in Q1 2024 and has held it in 10 quarters since.
  • Cerity Partners's Piedmont Realty Trust position peaked at $347K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.