GWM
PDM icon

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
Q3 		$7.55K Hold
848
– – 0.01% 382
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilpin Wealth Management's PDM Position: Q3 2026 in Review

Gilpin Wealth Management held its Piedmont Realty Trust (PDM) position steady in Q3 2026 at 848 shares worth $7.55K. The position accounts for 0.01% of the portfolio, ranked #382.

Gilpin Wealth Management first reported a position in PDM in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.76K in Q2 2026. 5 funds tracked by Wall St. Rank hold PDM as of Q3 2026.

  • Gilpin Wealth Management held 848 shares of Piedmont Realty Trust worth $7.55K as of Q3 2026.
  • Gilpin Wealth Management left its Piedmont Realty Trust share count unchanged in Q3 2026.
  • Piedmont Realty Trust made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #382 holding.
  • Gilpin Wealth Management first reported a position in Piedmont Realty Trust in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Piedmont Realty Trust position peaked at $7.76K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.