MassMutual Private Wealth & Trust’s Piedmont Realty Trust PDM Stock Holding History

MassMutual Private Wealth & Trust’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	$366	Hold	40	–	–	﹤0.01%	2314
2026 Q1	$263	Hold	40	–	–	﹤0.01%	2304
2025 Q4	$334	Hold	40	–	–	﹤0.01%	2284
2025 Q3	$360	Hold	40	–	–	﹤0.01%	2287
2025 Q2	$292	Sell	40 -167	-81%	-$1.15K	﹤0.01%	2281
2025 Q1	$1.53K	Buy	207 +67	+48%	+$530	﹤0.01%	2007
2024 Q4	$1.28K	Buy	140 +17	+14%	+$165	﹤0.01%	1959
2024 Q3	$1.24K	Sell	123 -82	-40%	-$731	﹤0.01%	1798
2024 Q2	$1.49K	Buy	205 +82	+67%	+$570	﹤0.01%	1726
2024 Q1	$865	Buy	123 +23	+23%	+$154	﹤0.01%	1741
2023 Q4	$711	Hold	100	–	–	﹤0.01%	1743
2023 Q3	$562	Sell	100 -78	-44%	-$535	﹤0.01%	1799
2023 Q2	$1.29K	Buy	178 +78	+78%	+$519	﹤0.01%	1590
2023 Q1	$730	Hold	100	–	–	﹤0.01%	1617
2022 Q4	$1K	Hold	100	–	–	﹤0.01%	1514
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	1481
2022 Q2	$1K	Sell	100 -33	-25%	-$497	﹤0.01%	1376
2022 Q1	$2K	Sell	133 -16	-11%	-$281	﹤0.01%	1188
2021 Q4	$3K	Buy	149 +49	+49%	+$897	﹤0.01%	1018
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	1077
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	1043
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	883
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	796
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	709
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	663
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	623
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	750
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	771
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	713
2019 Q1	$2.08K	Hold	100	–	–	﹤0.01%	772
2018 Q4	$1.7K	Hold	100	–	–	﹤0.01%	855
2018 Q3	$1.89K	Hold	100	–	–	﹤0.01%	841
2018 Q2	$1.99K	Hold	100	–	–	﹤0.01%	880
2018 Q1	$1.76K	Buy	+100	New	+$1.85K	﹤0.01%	845

Other funds holding PDM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's PDM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Piedmont Realty Trust (PDM) position steady in Q2 2026 at 40 shares worth $366. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

MassMutual Private Wealth & Trust first reported a position in PDM in Q1 2018 and has held it in 34 quarters since. The position peaked at $3K in Q4 2021. 65 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

MassMutual Private Wealth & Trust held 40 shares of Piedmont Realty Trust worth $366 as of Q2 2026.
MassMutual Private Wealth & Trust left its Piedmont Realty Trust share count unchanged in Q2 2026.
Piedmont Realty Trust made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2314 holding.
MassMutual Private Wealth & Trust first reported a position in Piedmont Realty Trust in Q1 2018 and has held it in 34 quarters since.
MassMutual Private Wealth & Trust's Piedmont Realty Trust position peaked at $3K in Q4 2021.
65 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.