RWM
PDM

Rialto Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Rialto Wealth Management’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 		$487 Hold
74
– – ﹤0.01% 1409
2025
Q4 		$618 Hold
74
– – ﹤0.01% 1175
2025
Q3 		$666 Hold
74
– – ﹤0.01% 1092
2025
Q2 		$540 Buy
+74
New +$511 ﹤0.01% 1115

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

Rialto Wealth Management's PDM Position: Q1 2026 in Review

Rialto Wealth Management held its Piedmont Realty Trust (PDM) position steady in Q1 2026 at 74 shares worth $487. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Rialto Wealth Management first reported a position in PDM in Q2 2025 and has held it in 4 quarters since. The position peaked at $666 in Q3 2025. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • Rialto Wealth Management held 74 shares of Piedmont Realty Trust worth $487 as of Q1 2026.
  • Rialto Wealth Management left its Piedmont Realty Trust share count unchanged in Q1 2026.
  • Piedmont Realty Trust made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1409 holding.
  • Rialto Wealth Management first reported a position in Piedmont Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's Piedmont Realty Trust position peaked at $666 in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.