Private Wealth Management Group’s Piedmont Realty Trust PDM Stock Holding History

Private Wealth Management Group’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	$3.42K	Hold	374	–	–	﹤0.01%	976
2026 Q1	$2.46K	Hold	374	–	–	﹤0.01%	1018
2025 Q4	$3.12K	Hold	374	–	–	﹤0.01%	936
2025 Q3	$3.37K	Hold	374	–	–	﹤0.01%	939
2025 Q2	$2.73K	Hold	374	–	–	﹤0.01%	983
2025 Q1	$2.76K	Hold	374	–	–	﹤0.01%	948
2024 Q4	$3.42K	Hold	374	–	–	﹤0.01%	897
2024 Q3	$3.78K	Hold	374	–	–	﹤0.01%	836
2024 Q2	$2.71K	Hold	374	–	–	﹤0.01%	943
2024 Q1	$2.63K	Hold	374	–	–	﹤0.01%	854
2023 Q4	$2.66K	Buy	+374	New	+$2.26K	﹤0.01%	858

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

Private Wealth Management Group's PDM Position: Q2 2026 in Review

Private Wealth Management Group held its Piedmont Realty Trust (PDM) position steady in Q2 2026 at 374 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Private Wealth Management Group first reported a position in PDM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.78K in Q3 2024. 254 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Private Wealth Management Group held 374 shares of Piedmont Realty Trust worth $3.42K as of Q2 2026.
Private Wealth Management Group left its Piedmont Realty Trust share count unchanged in Q2 2026.
Piedmont Realty Trust made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #976 holding.
Private Wealth Management Group first reported a position in Piedmont Realty Trust in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Piedmont Realty Trust position peaked at $3.78K in Q3 2024.
254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.