GWM
PDM

Gilpin Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Gilpin Wealth Management’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 		$7.76K Hold
848
– – 0.01% 339
2026
Q1 		$5.57K Hold
848
– – ﹤0.01% 343
2025
Q4 		$7.07K Buy
+848
New +$7.08K 0.01% 317

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

Gilpin Wealth Management's PDM Position: Q2 2026 in Review

Gilpin Wealth Management held its Piedmont Realty Trust (PDM) position steady in Q2 2026 at 848 shares worth $7.76K. The position accounts for 0.01% of the portfolio, ranked #339.

Gilpin Wealth Management first reported a position in PDM in Q4 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Gilpin Wealth Management held 848 shares of Piedmont Realty Trust worth $7.76K as of Q2 2026.
  • Gilpin Wealth Management left its Piedmont Realty Trust share count unchanged in Q2 2026.
  • Piedmont Realty Trust made up 0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #339 holding.
  • Gilpin Wealth Management first reported a position in Piedmont Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

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