Marshall & Sterling Wealth Advisors’s Piedmont Realty Trust PDM Stock Holding History

Marshall & Sterling Wealth 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	$6.51K	Hold	712	–	–	﹤0.01%	259
2026 Q1	$4.68K	Hold	712	–	–	﹤0.01%	258
2025 Q4	$5.94K	Hold	712	–	–	﹤0.01%	252
2025 Q3	$6.41K	Hold	712	–	–	﹤0.01%	456
2025 Q2	$5.19K	Hold	712	–	–	﹤0.01%	482
2025 Q1	$5.25K	Hold	712	–	–	﹤0.01%	463
2024 Q4	$6.51K	Buy	+712	New	+$6.92K	﹤0.01%	245

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

Marshall & Sterling Wealth Advisors's PDM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Piedmont Realty Trust (PDM) position steady in Q2 2026 at 712 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Marshall & Sterling Wealth Advisors first reported a position in PDM in Q4 2024 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Marshall & Sterling Wealth Advisors held 712 shares of Piedmont Realty Trust worth $6.51K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Piedmont Realty Trust share count unchanged in Q2 2026.
Piedmont Realty Trust made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #259 holding.
Marshall & Sterling Wealth Advisors first reported a position in Piedmont Realty Trust in Q4 2024 and has held it in 7 quarters since.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.