MCM
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MAI Capital Management’s Piedmont Realty Trust PDM Stock Holding History

MAI Capital Management’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 		– Sell
-822
Closed -$5.4K – 3955
2026
Q1 		$5.4K Hold
822
– – ﹤0.01% 3478
2025
Q4 		$6.86K Buy
822
+543
+195% +$4.53K ﹤0.01% 2996
2025
Q3 		$2.51K Sell
279
-903
-76% -$7.27K ﹤0.01% 3253
2025
Q2 		$8.62K Buy
1,182
+992
+522% +$6.85K ﹤0.01% 2809
2025
Q1 		$1.4K Hold
190
– – ﹤0.01% 3045
2024
Q4 		$1.74K Buy
+190
New +$1.85K ﹤0.01% 3056
2023
Q2 		– Sell
-16,810
Closed -$123K – 1109
2023
Q1 		$123K Buy
+16,810
New +$154K ﹤0.01% 979

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 $3.38T AUM 44.17% 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

MAI Capital Management's PDM Position: Q2 2026 in Review

MAI Capital Management sold out of Piedmont Realty Trust (PDM) in Q2 2026, closing a stake of 822 shares — an estimated $5.4K sold.

MAI Capital Management first reported a position in PDM in Q1 2023 and held it in 7 quarters. The position peaked at $123K in Q1 2023. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • MAI Capital Management reported no remaining Piedmont Realty Trust position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 822 Piedmont Realty Trust shares in Q2 2026, an estimated $5.4K.
  • MAI Capital Management first reported a position in Piedmont Realty Trust in Q1 2023 and held it in 7 quarters.
  • MAI Capital Management's Piedmont Realty Trust position peaked at $123K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.