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 Q3	$3.24K	Buy	364 +19	+6%	+$181	﹤0.01%	1717
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

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Essential Partners's PDM Position: Q3 2026 in Review

Essential Partners increased its Piedmont Realty Trust (PDM) stake by 5.5% in Q3 2026, buying an estimated $181 and bringing the position to 364 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Essential Partners first reported a position in PDM in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.78K in Q3 2025. 14 funds tracked by Wall St. Rank hold PDM as of Q3 2026.

Essential Partners held 364 shares of Piedmont Realty Trust worth $3.24K as of Q3 2026.
Essential Partners bought 19 Piedmont Realty Trust shares in Q3 2026, an estimated $181.
Piedmont Realty Trust made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1717 holding.
Essential Partners first reported a position in Piedmont Realty Trust in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Piedmont Realty Trust position peaked at $5.78K in Q3 2025.
14 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.