FFA
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Farther Finance Advisors’s Piedmont Realty Trust PDM Stock Holding History

Farther Finance 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
Q3 		$53.6K Buy
6,024
+116
+2% +$1.1K ﹤0.01% 3360
2026
Q2 		$54.1K Sell
5,908
-676
-10% -$5.57K ﹤0.01% 3194
2026
Q1 		$42.6K Sell
6,584
-610
-8% -$4.75K ﹤0.01% 3101
2025
Q4 		$60K Sell
7,194
-250
-3% -$2.09K ﹤0.01% 2691
2025
Q3 		$67K Buy
7,444
+3,299
+80% +$26.5K ﹤0.01% 2278
2025
Q2 		$30.2K Sell
4,145
-326
-7% -$2.25K ﹤0.01% 2413
2025
Q1 		$33.2K Sell
4,471
-963
-18% -$7.62K ﹤0.01% 2116
2024
Q4 		$49.7K Buy
5,434
+622
+13% +$6.04K ﹤0.01% 1666
2024
Q3 		$48.6K Buy
4,812
+96
+2% +$855 ﹤0.01% 1683
2024
Q2 		$33.6K Buy
4,716
+507
+12% +$3.52K ﹤0.01% 1572
2024
Q1 		$28.2K Sell
4,209
-192
-4% -$1.29K ﹤0.01% 1388
2023
Q4 		$31.3K Buy
4,401
+4,338
+6,886% +$26.2K ﹤0.01% 1188
2023
Q3 		$354 Hold
63
– – ﹤0.01% 2346
2023
Q2 		$458 Buy
+63
New +$419 ﹤0.01% 2175

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
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GI
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's PDM Position: Q3 2026 in Review

Farther Finance Advisors increased its Piedmont Realty Trust (PDM) stake by 2% in Q3 2026, buying an estimated $1.1K and bringing the position to 6,024 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3360.

Farther Finance Advisors first reported a position in PDM in Q2 2023 and has held it in 14 quarters since. The position peaked at $67K in Q3 2025. 11 funds tracked by Wall St. Rank hold PDM as of Q3 2026.

  • Farther Finance Advisors held 6,024 shares of Piedmont Realty Trust worth $53.6K as of Q3 2026.
  • Farther Finance Advisors bought 116 Piedmont Realty Trust shares in Q3 2026, an estimated $1.1K.
  • Piedmont Realty Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3360 holding.
  • Farther Finance Advisors first reported a position in Piedmont Realty Trust in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Piedmont Realty Trust position peaked at $67K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.