Helix Partners Management’s Piedmont Realty Trust PDM Stock Holding History

Helix Partners 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	–	Sell	-439,787	Closed	-$2.89M	–	17
2026 Q1	$2.89M	Sell	439,787 -185,213	-30%	-$1.44M	0.77%	11
2025 Q4	$5.21M	Hold	625,000	–	–	1.75%	7
2025 Q3	$5.63M	Hold	625,000	–	–	2.36%	7
2025 Q2	$4.56M	Sell	625,000 -175,000	-22%	-$1.21M	1.72%	9
2025 Q1	$5.9M	Buy	800,000 +100,000	+14%	+$792K	1.75%	9
2024 Q4	$6.41M	Buy	+700,000	New	+$6.8M	1.12%	12

Other funds holding PDM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Helix Partners Management's PDM Position: Q2 2026 in Review

Helix Partners Management sold out of Piedmont Realty Trust (PDM) in Q2 2026, closing a stake of 439,787 shares — an estimated $2.89M sold.

Helix Partners Management first reported a position in PDM in Q4 2024 and held it in 6 quarters. The position peaked at $6.41M in Q4 2024. 254 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Helix Partners Management reported no remaining Piedmont Realty Trust position as of Q2 2026 after selling out during the quarter.
Helix Partners Management sold 439,787 Piedmont Realty Trust shares in Q2 2026, an estimated $2.89M.
Helix Partners Management first reported a position in Piedmont Realty Trust in Q4 2024 and held it in 6 quarters.
Helix Partners Management's Piedmont Realty Trust position peaked at $6.41M in Q4 2024.
254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Helix Partners Management's 13F filing for Q2 2026, filed 13 Aug 2026.