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Nepsis Inc’s Piedmont Realty Trust PDM Stock Holding History

Nepsis Inc’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
Q3 		$4.35M Buy
489,139
+5,823
+1% +$55.5K 1.37% 23
2026
Q2 		$4.42M Buy
483,316
+163,910
+51% +$1.35M 1.5% 22
2026
Q1 		$2.1M Sell
319,406
-9,878
-3% -$76.8K 0.7% 26
2025
Q4 		$2.75M Buy
329,284
+106,105
+48% +$886K 0.85% 25
2025
Q3 		$2.01M Buy
+223,179
New +$1.8M 0.64% 28

Other funds holding PDM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Nepsis Inc's PDM Position: Q3 2026 in Review

Nepsis Inc increased its Piedmont Realty Trust (PDM) stake by 1.2% in Q3 2026, buying an estimated $55.5K and bringing the position to 489,139 shares worth $4.35M. The position accounts for 1.37% of the portfolio, ranked #23.

Nepsis Inc first reported a position in PDM in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.42M in Q2 2026. 11 funds tracked by Wall St. Rank hold PDM as of Q3 2026.

  • Nepsis Inc held 489,139 shares of Piedmont Realty Trust worth $4.35M as of Q3 2026.
  • Nepsis Inc bought 5,823 Piedmont Realty Trust shares in Q3 2026, an estimated $55.5K.
  • Piedmont Realty Trust made up 1.37% of Nepsis Inc's portfolio in Q3 2026, its #23 holding.
  • Nepsis Inc first reported a position in Piedmont Realty Trust in Q3 2025 and has held it in 5 quarters since.
  • Nepsis Inc's Piedmont Realty Trust position peaked at $4.42M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2026.

Based on Nepsis Inc's 13F filing for Q3 2026, filed 13 Oct 2026.