SFA
PDM

Sequoia Financial Advisors’s Piedmont Realty Trust PDM Stock Holding History

Sequoia Financial Advisors’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 		$168K Buy
+18,315
New +$151K ﹤0.01% 2019

Other funds holding PDM

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Sequoia Financial Advisors's PDM Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Piedmont Realty Trust (PDM) in Q2 2026: 18,315 shares worth $168K. The stake represents ﹤0.01% of the portfolio and ranks #2019 among its holdings.

15 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Sequoia Financial Advisors held 18,315 shares of Piedmont Realty Trust worth $168K as of Q2 2026.
  • Piedmont Realty Trust was a new Sequoia Financial Advisors position in Q2 2026.
  • Piedmont Realty Trust made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2019 holding.
  • 15 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.