Raymond James Financial’s Piedmont Realty Trust PDM Stock Holding History

Raymond James Financial’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	$1.27M	Sell	138,891 -8,849	-6%	-$72.9K	﹤0.01%	3820
2026 Q1	$971K	Buy	147,740 +5,691	+4%	+$44.3K	﹤0.01%	3873
2025 Q4	$1.18M	Buy	142,049 +1,513	+1%	+$12.6K	﹤0.01%	3665
2025 Q3	$1.26M	Buy	140,536 +3,382	+2%	+$27.2K	﹤0.01%	3530
2025 Q2	$1,000K	Sell	137,154 -9,430	-6%	-$65.1K	﹤0.01%	3589
2025 Q1	$1.08M	Buy	146,584 +3,081	+2%	+$24.4K	﹤0.01%	3433
2024 Q4	$1.31M	Buy	+143,503	New	+$1.39M	﹤0.01%	3264

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 $3.38T AUM 44.17% 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

Raymond James Financial's PDM Position: Q2 2026 in Review

Raymond James Financial reduced its Piedmont Realty Trust (PDM) stake by 6% in Q2 2026, selling an estimated $72.9K and leaving 138,891 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #3820.

Raymond James Financial first reported a position in PDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2024. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Raymond James Financial held 138,891 shares of Piedmont Realty Trust worth $1.27M as of Q2 2026.
Raymond James Financial sold 8,849 Piedmont Realty Trust shares in Q2 2026, an estimated $72.9K.
Piedmont Realty Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3820 holding.
Raymond James Financial first reported a position in Piedmont Realty Trust in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Piedmont Realty Trust position peaked at $1.31M in Q4 2024.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.