EP
PDM

Essential Partners’s Piedmont Realty Trust PDM Stock Holding History

Essential 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 		$3.16K Sell
345
-92
-21% -$758 ﹤0.01% 1766
2026
Q1 		$2.87K Sell
437
-218
-33% -$1.7K ﹤0.01% 1840
2025
Q4 		$5.46K Buy
655
+13
+2% +$109 ﹤0.01% 1391
2025
Q3 		$5.78K Buy
642
+14
+2% +$113 ﹤0.01% 1374
2025
Q2 		$4.58K Buy
+628
New +$4.34K ﹤0.01% 1076

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

Essential Partners's PDM Position: Q2 2026 in Review

Essential Partners reduced its Piedmont Realty Trust (PDM) stake by 21% in Q2 2026, selling an estimated $758 and leaving 345 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Essential Partners first reported a position in PDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.78K in Q3 2025. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Essential Partners held 345 shares of Piedmont Realty Trust worth $3.16K as of Q2 2026.
  • Essential Partners sold 92 Piedmont Realty Trust shares in Q2 2026, an estimated $758.
  • Piedmont Realty Trust made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1766 holding.
  • Essential Partners first reported a position in Piedmont Realty Trust in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Piedmont Realty Trust position peaked at $5.78K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.