Focus Partners Wealth
PDM icon

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
Q2 		$1.3M Buy
141,572
+1,170
+0.8% +$9.64K ﹤0.01% 1527
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 $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 $3.38T AUM 44.17% 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

Focus Partners Wealth's PDM Position: Q2 2026 in Review

Focus Partners Wealth increased its Piedmont Realty Trust (PDM) stake by 0.83% in Q2 2026, buying an estimated $9.64K and bringing the position to 141,572 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Focus Partners Wealth first reported a position in PDM in Q2 2025 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Focus Partners Wealth held 141,572 shares of Piedmont Realty Trust worth $1.3M as of Q2 2026.
  • Focus Partners Wealth bought 1,170 Piedmont Realty Trust shares in Q2 2026, an estimated $9.64K.
  • Piedmont Realty Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1527 holding.
  • Focus Partners Wealth first reported a position in Piedmont Realty Trust in Q2 2025 and has held it in 5 quarters since.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.