Institute for Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Institute for 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	$19.2K	Buy	+2,095	New	+$17.3K	﹤0.01%	1143
2022 Q3	–	Sell	-17,019	Closed	-$223K	–	507
2022 Q2	$223K	Buy	+17,019	New	+$256K	0.04%	467
2014 Q4	–	Sell	-5,076	Closed	-$91K	–	48
2014 Q3	$91K	Hold	5,076	–	–	0.09%	39
2014 Q2	$96K	Hold	5,076	–	–	0.08%	40
2014 Q1	$87K	Hold	5,076	–	–	0.07%	52
2013 Q4	$84K	Sell	5,076 -1,076	-17%	-$18.6K	0.06%	53
2013 Q3	$107K	Sell	6,152 -13,286	-68%	-$237K	0.07%	39
2013 Q2	$348K	Buy	+19,438	New	+$378K	0.28%	31

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 $3.38T 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 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

Institute for Wealth Management's PDM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Piedmont Realty Trust (PDM) in Q2 2026: 2,095 shares worth $19.2K. The stake represents ﹤0.01% of the portfolio and ranks #1143 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PDM as recently as Q2 2022.

Institute for Wealth Management first reported a position in PDM in Q2 2013 and has held it in 8 quarters since. The position peaked at $348K in Q2 2013. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Institute for Wealth Management held 2,095 shares of Piedmont Realty Trust worth $19.2K as of Q2 2026.
Piedmont Realty Trust was a new Institute for Wealth Management position in Q2 2026.
Piedmont Realty Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1143 holding.
Institute for Wealth Management first reported a position in Piedmont Realty Trust in Q2 2013 and has held it in 8 quarters since.
Institute for Wealth Management's Piedmont Realty Trust position peaked at $348K in Q2 2013.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.