Kestra Advisory Services’s Piedmont Realty Trust PDM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-3,597
Closed -$30K – 4046
2025
Q4
$30K Buy
+3,597
New +$30K ﹤0.01% 4292

Other funds holding PDM

Kestra Advisory Services's PDM Position: Q1 2026 in Review

Kestra Advisory Services sold out of Piedmont Realty Trust (PDM) in Q1 2026, closing a stake of 3,597 shares — an estimated $30K sold.

Kestra Advisory Services first reported a position in PDM in Q4 2025 and held it in 1 quarter. The position peaked at $30K in Q4 2025. 254 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • Kestra Advisory Services reported no remaining Piedmont Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,597 Piedmont Realty Trust shares in Q1 2026, an estimated $30K.
  • Kestra Advisory Services first reported a position in Piedmont Realty Trust in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Piedmont Realty Trust position peaked at $30K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.