Wealth Enhancement Advisory Services
PDM

Wealth Enhancement Advisory Services’s Piedmont Realty Trust PDM Stock Holding History

Wealth Enhancement Advisory Services’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 		$407K Sell
43,623
-467
-1% -$3.85K ﹤0.01% 2891
2026
Q1 		$289K Sell
44,090
-2,125
-5% -$16.5K ﹤0.01% 2816
2025
Q4 		$391K Buy
46,215
+3,629
+9% +$30.3K ﹤0.01% 2677
2025
Q3 		$368K Buy
42,586
+482
+1% +$3.88K ﹤0.01% 2614
2025
Q2 		$317K Buy
42,104
+6,499
+18% +$44.9K ﹤0.01% 2592
2025
Q1 		$262K Sell
35,605
-884
-2% -$7K ﹤0.01% 2546
2024
Q4 		$334K Buy
36,489
+1,479
+4% +$14.4K ﹤0.01% 2296
2024
Q3 		$354K Buy
35,010
+2,016
+6% +$18K ﹤0.01% 2061
2024
Q2 		$239K Buy
32,994
+3,394
+11% +$23.6K ﹤0.01% 2148
2024
Q1 		$208K Sell
29,600
-113
-0.4% -$757 ﹤0.01% 2172
2023
Q4 		$211K Sell
29,713
-732
-2% -$4.42K ﹤0.01% 2063
2023
Q3 		$171K Buy
30,445
+19,412
+176% +$133K ﹤0.01% 2031
2023
Q2 		$80.2K Hold
11,033
– – ﹤0.01% 506
2023
Q1 		$80.5K Buy
+11,033
New +$101K ﹤0.01% 513
2016
Q4 		– Sell
-50,663
Closed -$1.05M – 172
2016
Q3 		$1.05M Buy
+50,663
New +$1.09M 0.16% 82

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 $3.37T 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
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

Wealth Enhancement Advisory Services's PDM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Piedmont Realty Trust (PDM) stake by 1.1% in Q2 2026, selling an estimated $3.85K and leaving 43,623 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #2891.

Wealth Enhancement Advisory Services first reported a position in PDM in Q3 2016 and has held it in 15 quarters since. The position peaked at $1.05M in Q3 2016. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 43,623 shares of Piedmont Realty Trust worth $407K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 467 Piedmont Realty Trust shares in Q2 2026, an estimated $3.85K.
  • Piedmont Realty Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2891 holding.
  • Wealth Enhancement Advisory Services first reported a position in Piedmont Realty Trust in Q3 2016 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Piedmont Realty Trust position peaked at $1.05M in Q3 2016.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.