SS
PDM

Sunbelt Securities’s Piedmont Realty Trust PDM Stock Holding History

Sunbelt Securities’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 		$263 Buy
40
+11
+38% +$86 ﹤0.01% 2448
2025
Q4 		$242 Hold
29
– – ﹤0.01% 2395
2025
Q3 		$261 Buy
+29
New +$233 ﹤0.01% 2372
2024
Q1 		– Sell
-875
Closed -$6.22K – 1779
2023
Q4 		$6.22K Buy
+875
New +$5.28K ﹤0.01% 1267

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

Sunbelt Securities's PDM Position: Q1 2026 in Review

Sunbelt Securities increased its Piedmont Realty Trust (PDM) stake by 38% in Q1 2026, buying an estimated $86 and bringing the position to 40 shares worth $263. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Sunbelt Securities first reported a position in PDM in Q4 2023 and has held it in 4 quarters since. The position peaked at $6.22K in Q4 2023. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • Sunbelt Securities held 40 shares of Piedmont Realty Trust worth $263 as of Q1 2026.
  • Sunbelt Securities bought 11 Piedmont Realty Trust shares in Q1 2026, an estimated $86.
  • Piedmont Realty Trust made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2448 holding.
  • Sunbelt Securities first reported a position in Piedmont Realty Trust in Q4 2023 and has held it in 4 quarters since.
  • Sunbelt Securities's Piedmont Realty Trust position peaked at $6.22K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.