TWD
PDM

True Wealth Design’s Piedmont Realty Trust PDM Stock Holding History

True Wealth Design’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 		$467 Sell
51
-63
-55% -$519 ﹤0.01% 2221
2026
Q1 		$749 Sell
114
-18
-14% -$140 ﹤0.01% 1908
2025
Q4 		$1.1K Buy
132
+24
+22% +$200 ﹤0.01% 1672
2025
Q3 		$972 Buy
108
+7
+7% +$56 ﹤0.01% 1759
2025
Q2 		$737 Sell
101
-49
-33% -$339 ﹤0.01% 1590
2025
Q1 		$1.11K Buy
+150
New +$1.19K ﹤0.01% 1231

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

True Wealth Design's PDM Position: Q2 2026 in Review

True Wealth Design reduced its Piedmont Realty Trust (PDM) stake by 55% in Q2 2026, selling an estimated $519 and leaving 51 shares worth $467. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

True Wealth Design first reported a position in PDM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11K in Q1 2025. 14 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • True Wealth Design held 51 shares of Piedmont Realty Trust worth $467 as of Q2 2026.
  • True Wealth Design sold 63 Piedmont Realty Trust shares in Q2 2026, an estimated $519.
  • Piedmont Realty Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2221 holding.
  • True Wealth Design first reported a position in Piedmont Realty Trust in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Piedmont Realty Trust position peaked at $1.11K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.