Pinnacle Wealth Planning Services’s Piedmont Realty Trust PDM Stock Holding History

Pinnacle Wealth Planning Services’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	$5.51K	Hold	602	–	–	﹤0.01%	2267
2026 Q1	$3.96K	Hold	602	–	–	﹤0.01%	2308
2025 Q4	$5.02K	Buy	+602	New	+$5.03K	﹤0.01%	2279
2023 Q4	–	Sell	-23,208	Closed	-$130K	–	511
2023 Q3	$130K	Buy	+23,208	New	+$159K	0.02%	397
2023 Q2	–	Sell	-19,462	Closed	-$142K	–	499
2023 Q1	$142K	Buy	+19,462	New	+$179K	0.02%	419
2021 Q1	–	Sell	-1,307	Closed	-$22K	–	1492
2020 Q4	$22K	Buy	+1,307	New	+$19.2K	0.01%	1122
2018 Q1	–	Sell	-11,912	Closed	-$234K	–	180
2017 Q4	$234K	Buy	+11,912	New	+$237K	0.48%	49

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

Pinnacle Wealth Planning Services's PDM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Piedmont Realty Trust (PDM) position steady in Q2 2026 at 602 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Pinnacle Wealth Planning Services first reported a position in PDM in Q4 2017 and has held it in 7 quarters since. The position peaked at $234K in Q4 2017. 254 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Pinnacle Wealth Planning Services held 602 shares of Piedmont Realty Trust worth $5.51K as of Q2 2026.
Pinnacle Wealth Planning Services left its Piedmont Realty Trust share count unchanged in Q2 2026.
Piedmont Realty Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2267 holding.
Pinnacle Wealth Planning Services first reported a position in Piedmont Realty Trust in Q4 2017 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Piedmont Realty Trust position peaked at $234K in Q4 2017.
254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.