Waverly Advisors
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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
Q2 		$215K Buy
23,549
+332
+1% +$2.74K ﹤0.01% 1594
2026
Q1 		$153K Buy
+23,217
New +$181K ﹤0.01% 1512

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 $3.38T AUM 44.17% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Private Management Group
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

Waverly Advisors's PDM Position: Q2 2026 in Review

Waverly Advisors increased its Piedmont Realty Trust (PDM) stake by 1.4% in Q2 2026, buying an estimated $2.74K and bringing the position to 23,549 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Waverly Advisors first reported a position in PDM in Q1 2026 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Waverly Advisors held 23,549 shares of Piedmont Realty Trust worth $215K as of Q2 2026.
  • Waverly Advisors bought 332 Piedmont Realty Trust shares in Q2 2026, an estimated $2.74K.
  • Piedmont Realty Trust made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1594 holding.
  • Waverly Advisors first reported a position in Piedmont Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.