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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

NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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. 11 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.
  • 11 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.