Wealth Enhancement Advisory Services
PDM icon

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
Q3 		$488K Buy
53,794
+10,171
+23% +$96.9K ﹤0.01% 2838
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

NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's PDM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Piedmont Realty Trust (PDM) stake by 23% in Q3 2026, buying an estimated $96.9K and bringing the position to 53,794 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #2838.

Wealth Enhancement Advisory Services first reported a position in PDM in Q3 2016 and has held it in 16 quarters since. The position peaked at $1.05M in Q3 2016. 11 funds tracked by Wall St. Rank hold PDM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 53,794 shares of Piedmont Realty Trust worth $488K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 10,171 Piedmont Realty Trust shares in Q3 2026, an estimated $96.9K.
  • Piedmont Realty Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2838 holding.
  • Wealth Enhancement Advisory Services first reported a position in Piedmont Realty Trust in Q3 2016 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Piedmont Realty Trust position peaked at $1.05M in Q3 2016.
  • 11 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.