IWC
PDM

Integrated Wealth Concepts’s Piedmont Realty Trust PDM Stock Holding History

Integrated Wealth Concepts’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 		$12K Buy
+1,316
New +$10.8K ﹤0.01% 4450

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

Integrated Wealth Concepts's PDM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Piedmont Realty Trust (PDM) in Q2 2026: 1,316 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #4450 among its holdings.

253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Integrated Wealth Concepts held 1,316 shares of Piedmont Realty Trust worth $12K as of Q2 2026.
  • Piedmont Realty Trust was a new Integrated Wealth Concepts position in Q2 2026.
  • Piedmont Realty Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4450 holding.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.