CA
PDM

Clearstead Advisors’s Piedmont Realty Trust PDM Stock Holding History

Clearstead 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 		$339 Buy
+37
New +$305 ﹤0.01% 3042
2025
Q4 		– Sell
-74
Closed -$666 – 3130
2025
Q3 		$666 Sell
74
-19
-20% -$153 ﹤0.01% 2695
2025
Q2 		$678 Buy
+93
New +$643 ﹤0.01% 2466

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

Clearstead Advisors's PDM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Piedmont Realty Trust (PDM) in Q2 2026: 37 shares worth $339. The stake represents ﹤0.01% of the portfolio and ranks #3042 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PDM as recently as Q3 2025.

Clearstead Advisors first reported a position in PDM in Q2 2025 and has held it in 3 quarters since. The position peaked at $678 in Q2 2025. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Clearstead Advisors held 37 shares of Piedmont Realty Trust worth $339 as of Q2 2026.
  • Piedmont Realty Trust was a new Clearstead Advisors position in Q2 2026.
  • Piedmont Realty Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3042 holding.
  • Clearstead Advisors first reported a position in Piedmont Realty Trust in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Piedmont Realty Trust position peaked at $678 in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.