Mackenzie Financial
PDM

Mackenzie Financial’s Piedmont Realty Trust PDM Stock Holding History

Mackenzie Financial’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 		$118K Buy
+12,850
New +$106K ﹤0.01% 1519
2026
Q1 		– Sell
-13,655
Closed -$114K – 1671
2025
Q4 		$114K Sell
13,655
-253
-2% -$2.11K ﹤0.01% 1589
2025
Q3 		$125K Sell
13,908
-15,544
-53% -$125K ﹤0.01% 1608
2025
Q2 		$215K Buy
29,452
+15,488
+111% +$107K ﹤0.01% 1529
2025
Q1 		$103K Sell
13,964
-51,960
-79% -$411K ﹤0.01% 1584
2024
Q4 		$603K Buy
65,924
+42,239
+178% +$410K ﹤0.01% 1089
2024
Q3 		$239K Buy
23,685
+10,194
+76% +$90.8K ﹤0.01% 1295
2024
Q2 		$97.8K Buy
+13,491
New +$93.8K ﹤0.01% 1436
2023
Q4 		– Sell
-14,502
Closed -$74.1K – 1562
2023
Q3 		$74.1K Buy
+14,502
New +$99.5K ﹤0.01% 1378
2023
Q2 		– Sell
-13,634
Closed -$99.5K – 1611
2023
Q1 		$99.5K Sell
13,634
-1
-0% -$9 ﹤0.01% 1401
2022
Q4 		$125K Buy
+13,635
New +$135K ﹤0.01% 1303
2022
Q1 		– Sell
-21,332
Closed -$392K – 1480
2021
Q4 		$392K Sell
21,332
-447
-2% -$8.19K ﹤0.01% 1050
2021
Q3 		$380K Buy
21,779
+3,059
+16% +$55.7K ﹤0.01% 1048
2021
Q2 		$346K Buy
18,720
+3,525
+23% +$65.6K ﹤0.01% 1043
2021
Q1 		$264K Sell
15,195
-9,967
-40% -$168K ﹤0.01% 1036
2020
Q4 		$408K Buy
+25,162
New +$370K ﹤0.01% 882

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

Mackenzie Financial's PDM Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Piedmont Realty Trust (PDM) in Q2 2026: 12,850 shares worth $118K. The stake represents ﹤0.01% of the portfolio and ranks #1519 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in PDM as recently as Q4 2025.

Mackenzie Financial first reported a position in PDM in Q4 2020 and has held it in 16 quarters since. The position peaked at $603K in Q4 2024. 254 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Mackenzie Financial held 12,850 shares of Piedmont Realty Trust worth $118K as of Q2 2026.
  • Piedmont Realty Trust was a new Mackenzie Financial position in Q2 2026.
  • Piedmont Realty Trust made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1519 holding.
  • Mackenzie Financial first reported a position in Piedmont Realty Trust in Q4 2020 and has held it in 16 quarters since.
  • Mackenzie Financial's Piedmont Realty Trust position peaked at $603K in Q4 2024.
  • 254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.