FFO
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Fortitude Family Office’s Piedmont Realty Trust PDM Stock Holding History

Fortitude Family Office’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 		$1.54K Hold
173
– – ﹤0.01% 2097
2026
Q2 		$1.58K Buy
+173
New +$1.43K ﹤0.01% 1579
2026
Q1 		– Sell
-436
Closed -$3.64K – 2028
2025
Q4 		$3.64K Hold
436
– – ﹤0.01% 935
2025
Q3 		$3.92K Hold
436
– – ﹤0.01% 896
2025
Q2 		$3.18K Buy
+436
New +$3.01K ﹤0.01% 983

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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

Fortitude Family Office's PDM Position: Q3 2026 in Review

Fortitude Family Office held its Piedmont Realty Trust (PDM) position steady in Q3 2026 at 173 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Fortitude Family Office first reported a position in PDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.92K in Q3 2025. 12 funds tracked by Wall St. Rank hold PDM as of Q3 2026.

  • Fortitude Family Office held 173 shares of Piedmont Realty Trust worth $1.54K as of Q3 2026.
  • Fortitude Family Office left its Piedmont Realty Trust share count unchanged in Q3 2026.
  • Piedmont Realty Trust made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2097 holding.
  • Fortitude Family Office first reported a position in Piedmont Realty Trust in Q2 2025 and has held it in 5 quarters since.
  • Fortitude Family Office's Piedmont Realty Trust position peaked at $3.92K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.