Creative Planning’s Piedmont Realty Trust PDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $751K | Buy |
82,104
+5,833
| +8% | +$48.1K | ﹤0.01% | 2876 |
|
|
2026
Q1 | $501K | Sell |
76,271
-16,688
| -18% | -$130K | ﹤0.01% | 3029 |
|
|
2025
Q4 | $775K | Buy |
92,959
+1,896
| +2% | +$15.8K | ﹤0.01% | 2485 |
|
|
2025
Q3 | $820K | Sell |
91,063
-6,647
| -7% | -$53.5K | ﹤0.01% | 2306 |
|
|
2025
Q2 | $712K | Buy |
97,710
+58,357
| +148% | +$403K | ﹤0.01% | 2143 |
|
|
2025
Q1 | $290K | Sell |
39,353
-18,069
| -31% | -$143K | ﹤0.01% | 2787 |
|
|
2024
Q4 | $525K | Sell |
57,422
-2,580
| -4% | -$25.1K | ﹤0.01% | 2173 |
|
|
2024
Q3 | $606K | Buy |
60,002
+6,577
| +12% | +$58.6K | ﹤0.01% | 1936 |
|
|
2024
Q2 | $387K | Buy |
53,425
+3,496
| +7% | +$24.3K | ﹤0.01% | 2156 |
|
|
2024
Q1 | $351K | Sell |
49,929
-1,411
| -3% | -$9.46K | ﹤0.01% | 2115 |
|
|
2023
Q4 | $365K | Sell |
51,340
-20,109
| -28% | -$121K | ﹤0.01% | 1942 |
|
|
2023
Q3 | $402K | Buy |
71,449
+11,792
| +20% | +$80.9K | ﹤0.01% | 1718 |
|
|
2023
Q2 | $434K | Buy |
59,657
+42,987
| +258% | +$286K | ﹤0.01% | 1650 |
|
|
2023
Q1 | $122K | Buy |
16,670
+1,858
| +13% | +$17.1K | ﹤0.01% | 2221 |
|
|
2022
Q4 | $136K | Buy |
+14,812
| New | +$146K | ﹤0.01% | 2106 |
|
|
2017
Q3 | – | Sell |
-205
| Closed | -$4K | – | 3178 |
|
|
2017
Q2 | $4K | Buy |
205
+80
| +64% | +$1.73K | ﹤0.01% | 4109 |
|
|
2017
Q1 | $3K | Hold |
125
| – | – | ﹤0.01% | 4175 |
|
|
2016
Q4 | $3K | Sell |
125
-7,456
| -98% | -$150K | ﹤0.01% | 4162 |
|
|
2016
Q3 | $165K | Buy |
7,581
+5,958
| +367% | +$128K | ﹤0.01% | 1514 |
|
|
2016
Q2 | $35K | Hold |
1,623
| – | – | ﹤0.01% | 2394 |
|
|
2016
Q1 | $33K | Hold |
1,623
| – | – | ﹤0.01% | 2390 |
|
|
2015
Q4 | $31K | Sell |
1,623
-2,307
| -59% | -$44.1K | ﹤0.01% | 2505 |
|
|
2015
Q3 | $70K | Buy |
+3,930
| New | +$70.2K | ﹤0.01% | 1813 |
|
|
2015
Q2 | – | Sell |
-3,223
| Closed | -$60K | – | 2448 |
|
|
2015
Q1 | $60K | Buy |
3,223
+200
| +7% | +$3.77K | ﹤0.01% | 1895 |
|
|
2014
Q4 | $57K | Buy |
3,023
+700
| +30% | +$13.2K | ﹤0.01% | 1922 |
|
|
2014
Q3 | $41K | Buy |
2,323
+700
| +43% | +$13.4K | ﹤0.01% | 2058 |
|
|
2014
Q2 | $31K | Sell |
1,623
-1,051
| -39% | -$19.3K | ﹤0.01% | 2200 |
|
|
2014
Q1 | $46K | Sell |
2,674
-1,133
| -30% | -$19K | ﹤0.01% | 1856 |
|
|
2013
Q4 | $63K | Buy |
3,807
+994
| +35% | +$17.2K | ﹤0.01% | 1452 |
|
|
2013
Q3 | $49K | Hold |
2,813
| – | – | ﹤0.01% | 1519 |
|
|
2013
Q2 | $50K | Buy |
+2,813
| New | +$54.7K | ﹤0.01% | 1383 |
|
Other funds holding PDM
WAM
PMG
Creative Planning's PDM Position: Q2 2026 in Review
Creative Planning increased its Piedmont Realty Trust (PDM) stake by 7.6% in Q2 2026, buying an estimated $48.1K and bringing the position to 82,104 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #2876.
Creative Planning first reported a position in PDM in Q2 2013 and has held it in 31 quarters since. The position peaked at $820K in Q3 2025. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.
- Creative Planning held 82,104 shares of Piedmont Realty Trust worth $751K as of Q2 2026.
- Creative Planning bought 5,833 Piedmont Realty Trust shares in Q2 2026, an estimated $48.1K.
- Piedmont Realty Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2876 holding.
- Creative Planning first reported a position in Piedmont Realty Trust in Q2 2013 and has held it in 31 quarters since.
- Creative Planning's Piedmont Realty Trust position peaked at $820K in Q3 2025.
- 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.