SWM
PDM

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

Spire 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 		$21.7K Hold
2,372
– – ﹤0.01% 1420
2026
Q1 		$15.6K Sell
2,372
-1,940
-45% -$15.1K ﹤0.01% 1494
2025
Q4 		$36K Sell
4,312
-5,909
-58% -$49.3K ﹤0.01% 1281
2025
Q3 		$92K Sell
10,221
-140
-1% -$1.13K ﹤0.01% 1016
2025
Q2 		$75.5K Sell
10,361
-544
-5% -$3.76K ﹤0.01% 1077
2025
Q1 		$80.4K Buy
10,905
+340
+3% +$2.69K ﹤0.01% 1122
2024
Q4 		$96.7K Sell
10,565
-1,191
-10% -$11.6K ﹤0.01% 1042
2024
Q3 		$119K Hold
11,756
– – ﹤0.01% 859
2024
Q2 		$85.2K Sell
11,756
-540
-4% -$3.75K ﹤0.01% 944
2024
Q1 		$86.4K Hold
12,296
– – ﹤0.01% 1033
2023
Q4 		$87.8K Buy
12,296
+570
+5% +$3.44K ﹤0.01% 1028
2023
Q3 		$65.9K Buy
11,726
+1,360
+13% +$9.33K ﹤0.01% 1068
2023
Q2 		$75.4K Buy
10,366
+300
+3% +$2K ﹤0.01% 1061
2023
Q1 		$73.5K Buy
10,066
+4,785
+91% +$43.9K ﹤0.01% 1057
2022
Q4 		$48K Buy
5,281
+965
+22% +$9.53K ﹤0.01% 1004
2022
Q3 		$46K Sell
4,316
-2,561
-37% -$32.2K ﹤0.01% 978
2022
Q2 		$90K Sell
6,877
-1,448
-17% -$21.8K ﹤0.01% 1074
2022
Q1 		$143K Hold
8,325
– – ﹤0.01% 1039
2021
Q4 		$153K Hold
8,325
– – ﹤0.01% 1222
2021
Q3 		$145K Hold
8,325
– – ﹤0.01% 1047
2021
Q2 		$154K Sell
8,325
-100
-1% -$1.86K ﹤0.01% 1032
2021
Q1 		$146K Buy
+8,425
New +$142K ﹤0.01% 1208

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

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

Spire Wealth Management held its Piedmont Realty Trust (PDM) position steady in Q2 2026 at 2,372 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Spire Wealth Management first reported a position in PDM in Q1 2021 and has held it in 22 quarters since. The position peaked at $154K in Q2 2021. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Spire Wealth Management held 2,372 shares of Piedmont Realty Trust worth $21.7K as of Q2 2026.
  • Spire Wealth Management left its Piedmont Realty Trust share count unchanged in Q2 2026.
  • Piedmont Realty Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1420 holding.
  • Spire Wealth Management first reported a position in Piedmont Realty Trust in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Piedmont Realty Trust position peaked at $154K in Q2 2021.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.