WANY
PDM

Wealthspire Advisors (New York)’s Piedmont Realty Trust PDM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-2,240
Closed -$20.2K – 2339
2025
Q3 		$20.2K Buy
+2,240
New +$18K ﹤0.01% 1682

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s PDM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Piedmont Realty Trust (PDM) in Q4 2025, closing a stake of 2,240 shares — an estimated $20.2K sold.

Wealthspire Advisors (New York) first reported a position in PDM in Q3 2025 and held it in 1 quarter. The position peaked at $20.2K in Q3 2025. 248 funds tracked by Wall St. Rank hold PDM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Piedmont Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,240 Piedmont Realty Trust shares in Q4 2025, an estimated $20.2K.
  • Wealthspire Advisors (New York) first reported a position in Piedmont Realty Trust in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Piedmont Realty Trust position peaked at $20.2K in Q3 2025.
  • 248 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.