Key Financial Inc’s Piedmont Realty Trust PDM Stock Holding History

Key Financial Inc’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 Q3	$8.65K	Hold	972	–	–	﹤0.01%	891
2026 Q2	$8.89K	Hold	972	–	–	﹤0.01%	907
2026 Q1	$6.39K	Hold	972	–	–	﹤0.01%	982
2025 Q4	$8.11K	Hold	972	–	–	﹤0.01%	933
2025 Q3	$8.74K	Hold	972	–	–	﹤0.01%	912
2025 Q2	$7.09K	Hold	972	–	–	﹤0.01%	950
2025 Q1	$7.16K	Hold	972	–	–	﹤0.01%	903
2024 Q4	$8.89K	Hold	972	–	–	﹤0.01%	839
2024 Q3	$9.8K	Hold	972	–	–	﹤0.01%	804
2024 Q2	$7.05K	Hold	972	–	–	﹤0.01%	859
2024 Q1	$6.83K	Hold	972	–	–	﹤0.01%	857
2023 Q4	$6.91K	Hold	972	–	–	﹤0.01%	833
2023 Q3	$5.46K	Hold	972	–	–	﹤0.01%	880
2023 Q2	$7.07K	Hold	972	–	–	﹤0.01%	817
2023 Q1	$7.1K	Hold	972	–	–	﹤0.01%	749
2022 Q4	$10.3K	Hold	972	–	–	﹤0.01%	624
2022 Q3	$10K	Hold	972	–	–	﹤0.01%	635
2022 Q2	$13K	Hold	972	–	–	0.01%	573
2022 Q1	$17K	Hold	972	–	–	0.01%	528
2021 Q4	$18K	Hold	972	–	–	0.01%	503
2021 Q3	$17K	Hold	972	–	–	0.01%	492
2021 Q2	$18K	Buy	+972	New	+$18.1K	0.01%	486
2021 Q1	–	Sell	-376	Closed	-$6K	–	794
2020 Q4	$6K	Buy	+376	New	+$5.54K	﹤0.01%	530
2020 Q2	–	Sell	-376	Closed	-$7K	–	466
2020 Q1	$7K	Buy	+376	New	+$8.11K	0.01%	466

Other funds holding PDM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Key Financial Inc's PDM Position: Q3 2026 in Review

Key Financial Inc held its Piedmont Realty Trust (PDM) position steady in Q3 2026 at 972 shares worth $8.65K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Key Financial Inc first reported a position in PDM in Q1 2020 and has held it in 24 quarters since. The position peaked at $18K in Q4 2021. 201 funds tracked by Wall St. Rank hold PDM as of Q3 2026.

Key Financial Inc held 972 shares of Piedmont Realty Trust worth $8.65K as of Q3 2026.
Key Financial Inc left its Piedmont Realty Trust share count unchanged in Q3 2026.
Piedmont Realty Trust made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #891 holding.
Key Financial Inc first reported a position in Piedmont Realty Trust in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Piedmont Realty Trust position peaked at $18K in Q4 2021.
201 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.