Focus Partners Wealth
PDM

Focus Partners Wealth’s Piedmont Realty Trust PDM Stock Holding History

Focus Partners Wealth’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
Q1 		$941K Sell
140,402
-12,634
-8% -$98.3K ﹤0.01% 1651
2025
Q4 		$1.28M Buy
153,036
+136,295
+814% +$1.14M ﹤0.01% 1528
2025
Q3 		$151K Sell
16,741
-506
-3% -$4.07K ﹤0.01% 2089
2025
Q2 		$126K Buy
+17,247
New +$119K ﹤0.01% 1923

Other funds holding PDM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Focus Partners Wealth's PDM Position: Q1 2026 in Review

Focus Partners Wealth reduced its Piedmont Realty Trust (PDM) stake by 8.3% in Q1 2026, selling an estimated $98.3K and leaving 140,402 shares worth $941K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Focus Partners Wealth first reported a position in PDM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.28M in Q4 2025. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • Focus Partners Wealth held 140,402 shares of Piedmont Realty Trust worth $941K as of Q1 2026.
  • Focus Partners Wealth sold 12,634 Piedmont Realty Trust shares in Q1 2026, an estimated $98.3K.
  • Piedmont Realty Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1651 holding.
  • Focus Partners Wealth first reported a position in Piedmont Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's Piedmont Realty Trust position peaked at $1.28M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.