WA
PDM

Waverly Advisors’s Piedmont Realty Trust PDM Stock Holding History

Waverly 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
Q1 		$153K Buy
+23,217
New +$181K ﹤0.01% 1512

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

Waverly Advisors's PDM Position: Q1 2026 in Review

Waverly Advisors opened a new position in Piedmont Realty Trust (PDM) in Q1 2026: 23,217 shares worth $153K. The stake represents ﹤0.01% of the portfolio and ranks #1512 among its holdings.

253 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • Waverly Advisors held 23,217 shares of Piedmont Realty Trust worth $153K as of Q1 2026.
  • Piedmont Realty Trust was a new Waverly Advisors position in Q1 2026.
  • Piedmont Realty Trust made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1512 holding.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.