Modern Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Modern Wealth 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	$377K	Sell	41,170 -832	-2%	-$6.86K	﹤0.01%	798
2026 Q1	$272K	Buy	42,002 +35	+0.1%	+$272	﹤0.01%	750
2025 Q4	$350K	Hold	41,967	–	–	0.01%	637
2025 Q3	$378K	Hold	41,967	–	–	0.01%	574
2025 Q2	$306K	Sell	41,967 -1,612	-4%	-$11.1K	0.01%	605
2025 Q1	$321K	Sell	43,579 -3,043	-7%	-$24.1K	0.01%	508
2024 Q4	$427K	Buy	46,622 +3,869	+9%	+$37.6K	0.02%	388
2024 Q3	$432K	Sell	42,753 -27,283	-39%	-$243K	0.03%	271
2024 Q2	$508K	Buy	+70,036	New	+$487K	0.04%	219

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

Modern Wealth Management's PDM Position: Q2 2026 in Review

Modern Wealth Management reduced its Piedmont Realty Trust (PDM) stake by 2% in Q2 2026, selling an estimated $6.86K and leaving 41,170 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Modern Wealth Management first reported a position in PDM in Q2 2024 and has held it in 9 quarters since. The position peaked at $508K in Q2 2024. 254 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Modern Wealth Management held 41,170 shares of Piedmont Realty Trust worth $377K as of Q2 2026.
Modern Wealth Management sold 832 Piedmont Realty Trust shares in Q2 2026, an estimated $6.86K.
Piedmont Realty Trust made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #798 holding.
Modern Wealth Management first reported a position in Piedmont Realty Trust in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's Piedmont Realty Trust position peaked at $508K in Q2 2024.
254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

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