United Capital Financial Advisors’s Piedmont Realty Trust PDM Stock Holding History

United Capital 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	–	Sell	-13,097	Closed	-$86K	–	1708
2026 Q1	$86K	Buy	+13,097	New	+$102K	﹤0.01%	1603
2024 Q2	–	Sell	-11,280	Closed	-$79.3K	–	1089
2024 Q1	$79.3K	Sell	11,280 -1,327	-11%	-$8.89K	﹤0.01%	1057
2023 Q4	$89.6K	Buy	+12,607	New	+$76.1K	﹤0.01%	1040
2015 Q1	–	Sell	-13,593	Closed	-$256K	–	1262
2014 Q4	$256K	Buy	13,593 +47	+0.3%	+$885	﹤0.01%	1021
2014 Q3	$239K	Sell	13,546 -682	-5%	-$13.1K	﹤0.01%	987
2014 Q2	$269K	Sell	14,228 -3,649	-20%	-$66.9K	0.01%	760
2014 Q1	$307K	Buy	17,877 +2,550	+17%	+$42.7K	0.01%	776
2013 Q4	$253K	Sell	15,327 -520	-3%	-$9K	0.01%	564
2013 Q3	$275K	Buy	15,847 +138	+0.9%	+$2.47K	0.01%	576
2013 Q2	$281K	Buy	+15,709	New	+$306K	0.01%	614

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 $3.37T 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 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

United Capital Financial Advisors's PDM Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Piedmont Realty Trust (PDM) in Q2 2026, closing a stake of 13,097 shares — an estimated $86K sold.

United Capital Financial Advisors first reported a position in PDM in Q2 2013 and held it in 10 quarters. The position peaked at $307K in Q1 2014. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

United Capital Financial Advisors reported no remaining Piedmont Realty Trust position as of Q2 2026 after selling out during the quarter.
United Capital Financial Advisors sold 13,097 Piedmont Realty Trust shares in Q2 2026, an estimated $86K.
United Capital Financial Advisors first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 10 quarters.
United Capital Financial Advisors's Piedmont Realty Trust position peaked at $307K in Q1 2014.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.