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
Q2 		– Sell
-74
Closed -$487 – 1980
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rialto Wealth Management's PDM Position: Q2 2026 in Review

Rialto Wealth Management sold out of Piedmont Realty Trust (PDM) in Q2 2026, closing a stake of 74 shares — an estimated $487 sold.

Rialto Wealth Management first reported a position in PDM in Q2 2025 and held it in 4 quarters. The position peaked at $666 in Q3 2025. 254 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Rialto Wealth Management reported no remaining Piedmont Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Rialto Wealth Management sold 74 Piedmont Realty Trust shares in Q2 2026, an estimated $487.
  • Rialto Wealth Management first reported a position in Piedmont Realty Trust in Q2 2025 and held it in 4 quarters.
  • Rialto Wealth Management's Piedmont Realty Trust position peaked at $666 in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.