EWA
PDM

EverSource Wealth Advisors’s Piedmont Realty Trust PDM Stock Holding History

EverSource Wealth 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 		$21.4K Sell
2,338
-99
-4% -$816 ﹤0.01% 2380
2026
Q1 		$16K Sell
2,437
-171
-7% -$1.33K ﹤0.01% 2642
2025
Q4 		$21.8K Sell
2,608
-1,482
-36% -$12.4K ﹤0.01% 2334
2025
Q3 		$36.8K Sell
4,090
-315
-7% -$2.54K ﹤0.01% 1923
2025
Q2 		$32.1K Buy
4,405
+3,005
+215% +$20.8K ﹤0.01% 1931
2025
Q1 		$10.3K Sell
1,400
-112
-7% -$887 ﹤0.01% 2094
2024
Q4 		$13.8K Sell
1,512
-128
-8% -$1.24K ﹤0.01% 1836
2024
Q3 		$16.6K Hold
1,640
– – ﹤0.01% 1591
2024
Q2 		$14.2K Buy
1,640
+105
+7% +$730 ﹤0.01% 1675
2024
Q1 		$10.6K Buy
1,535
+85
+6% +$570 ﹤0.01% 1663
2023
Q4 		$10.3K Buy
1,450
+645
+80% +$3.9K ﹤0.01% 1545
2023
Q3 		$4.52K Sell
805
-348
-30% -$2.39K ﹤0.01% 1738
2023
Q2 		$8.38K Buy
+1,153
New +$7.67K ﹤0.01% 1522

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

EverSource Wealth Advisors's PDM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Piedmont Realty Trust (PDM) stake by 4.1% in Q2 2026, selling an estimated $816 and leaving 2,338 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2380.

EverSource Wealth Advisors first reported a position in PDM in Q2 2023 and has held it in 13 quarters since. The position peaked at $36.8K in Q3 2025. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • EverSource Wealth Advisors held 2,338 shares of Piedmont Realty Trust worth $21.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 99 Piedmont Realty Trust shares in Q2 2026, an estimated $816.
  • Piedmont Realty Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2380 holding.
  • EverSource Wealth Advisors first reported a position in Piedmont Realty Trust in Q2 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Piedmont Realty Trust position peaked at $36.8K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.