PTC
PDM

Private Trust Company’s Piedmont Realty Trust PDM Stock Holding History

Private Trust Company’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
Q1 		$10.9K Hold
1,655
– – ﹤0.01% 1945
2025
Q4 		$13.8K Hold
1,655
– – ﹤0.01% 1828
2025
Q3 		$14.9K Buy
1,655
+469
+40% +$3.77K ﹤0.01% 1759
2025
Q2 		$8.65K Sell
1,186
-90
-7% -$622 ﹤0.01% 1874
2025
Q1 		$9.4K Sell
1,276
-289
-18% -$2.29K ﹤0.01% 1821
2024
Q4 		$14.3K Hold
1,565
– – ﹤0.01% 1618
2024
Q3 		$15.8K Hold
1,565
– – ﹤0.01% 1557
2024
Q2 		$11.3K Hold
1,565
– – ﹤0.01% 1645
2024
Q1 		$11K Hold
1,565
– – ﹤0.01% 1629
2023
Q4 		$11.1K Buy
1,565
+500
+47% +$3.02K ﹤0.01% 1618
2023
Q3 		$5.99K Sell
1,065
-410
-28% -$2.81K ﹤0.01% 1808
2023
Q2 		$10.7K Buy
1,475
+410
+38% +$2.73K ﹤0.01% 1597
2023
Q1 		$7.78K Sell
1,065
-270
-20% -$2.48K ﹤0.01% 1675
2022
Q4 		$12K Buy
1,335
+270
+25% +$2.67K ﹤0.01% 1493
2022
Q3 		$11K Hold
1,065
– – ﹤0.01% 1419
2022
Q2 		$14K Buy
+1,065
New +$16K ﹤0.01% 1360
2014
Q4 		– Sell
-104
Closed -$2K – 927
2014
Q3 		$2K Buy
104
+77
+285% +$1.48K ﹤0.01% 1609
2014
Q2 		$1K Buy
+27
New +$495 ﹤0.01% 1792

Other funds holding PDM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Private Trust Company's PDM Position: Q1 2026 in Review

Private Trust Company held its Piedmont Realty Trust (PDM) position steady in Q1 2026 at 1,655 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Private Trust Company first reported a position in PDM in Q2 2014 and has held it in 18 quarters since. The position peaked at $15.8K in Q3 2024. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • Private Trust Company held 1,655 shares of Piedmont Realty Trust worth $10.9K as of Q1 2026.
  • Private Trust Company left its Piedmont Realty Trust share count unchanged in Q1 2026.
  • Piedmont Realty Trust made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #1945 holding.
  • Private Trust Company first reported a position in Piedmont Realty Trust in Q2 2014 and has held it in 18 quarters since.
  • Private Trust Company's Piedmont Realty Trust position peaked at $15.8K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.