J.W. Cole Advisors’s Piedmont Realty Trust PDM Stock Holding History

J.W. Cole Advisors’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	$103K	Buy	+11,309	New	+$93.2K	﹤0.01%	1550
2026 Q1	–	Sell	-12,973	Closed	-$108K	–	1276
2025 Q4	$108K	Sell	12,973 -967	-7%	-$8.07K	﹤0.01%	1374
2025 Q3	$125K	Sell	13,940 -2,153	-13%	-$17.3K	﹤0.01%	1482
2025 Q2	$117K	Hold	16,093	–	–	﹤0.01%	1399
2025 Q1	$119K	Buy	+16,093	New	+$127K	﹤0.01%	1197
2020 Q4	–	Sell	-38,060	Closed	-$516K	–	814
2020 Q3	$516K	Buy	+38,060	New	+$590K	0.04%	412

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

J.W. Cole Advisors's PDM Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Piedmont Realty Trust (PDM) in Q2 2026: 11,309 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #1550 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in PDM as recently as Q4 2025.

J.W. Cole Advisors first reported a position in PDM in Q3 2020 and has held it in 6 quarters since. The position peaked at $516K in Q3 2020. 254 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

J.W. Cole Advisors held 11,309 shares of Piedmont Realty Trust worth $103K as of Q2 2026.
Piedmont Realty Trust was a new J.W. Cole Advisors position in Q2 2026.
Piedmont Realty Trust made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1550 holding.
J.W. Cole Advisors first reported a position in Piedmont Realty Trust in Q3 2020 and has held it in 6 quarters since.
J.W. Cole Advisors's Piedmont Realty Trust position peaked at $516K in Q3 2020.
254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.