Rothschild Investment LLC’s Piedmont Realty Trust PDM Stock Holding History

Rothschild Investment LLC’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	$4.9K	Buy	536 +40	+8%	+$330	﹤0.01%	2269
2026 Q1	$3.26K	Sell	496 -94	-16%	-$731	﹤0.01%	2294
2025 Q4	$4.92K	Hold	590	–	–	﹤0.01%	1887
2025 Q3	$5.31K	Sell	590 -130	-18%	-$1.05K	﹤0.01%	1688
2025 Q2	$5.25K	Buy	720 +365	+103%	+$2.52K	﹤0.01%	1489
2025 Q1	$2.62K	Sell	355 -55	-13%	-$435	﹤0.01%	1738
2024 Q4	$3.75K	Buy	410 +235	+134%	+$2.28K	﹤0.01%	1455
2024 Q3	$1.77K	Buy	175 +95	+119%	+$847	﹤0.01%	1796
2024 Q2	$580	Buy	80 +60	+300%	+$417	﹤0.01%	1922
2024 Q1	$141	Buy	+20	New	+$134	﹤0.01%	1956

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

Rothschild Investment LLC's PDM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Piedmont Realty Trust (PDM) stake by 8.1% in Q2 2026, buying an estimated $330 and bringing the position to 536 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

Rothschild Investment LLC first reported a position in PDM in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.31K in Q3 2025. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Rothschild Investment LLC held 536 shares of Piedmont Realty Trust worth $4.9K as of Q2 2026.
Rothschild Investment LLC bought 40 Piedmont Realty Trust shares in Q2 2026, an estimated $330.
Piedmont Realty Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2269 holding.
Rothschild Investment LLC first reported a position in Piedmont Realty Trust in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's Piedmont Realty Trust position peaked at $5.31K in Q3 2025.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.