WAM
PDM

Wilsey Asset Management’s Piedmont Realty Trust PDM Stock Holding History

Wilsey Asset Management’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 		$44.9M Buy
4,909,232
+16,682
+0.3% +$137K 6.6% 5
2026
Q1 		$32.1M Buy
4,892,550
+651,648
+15% +$5.07M 5.04% 14
2025
Q4 		$35.4M Buy
4,240,902
+179,001
+4% +$1.49M 5.49% 10
2025
Q3 		$36.6M Sell
4,061,901
-53,387
-1% -$430K 6.7% 7
2025
Q2 		$30M Buy
4,115,288
+103,658
+3% +$716K 5.53% 10
2025
Q1 		$29.6M Buy
4,011,630
+58,088
+1% +$460K 5.93% 10
2024
Q4 		$36.2M Buy
3,953,542
+77,220
+2% +$750K 6.71% 6
2024
Q3 		$39.2M Sell
3,876,322
-23,478
-0.6% -$209K 7.18% 2
2024
Q2 		$28.3M Buy
3,899,800
+1,302,681
+50% +$9.05M 5.94% 9
2024
Q1 		$18.3M Buy
2,597,119
+666,145
+34% +$4.46M 3.72% 13
2023
Q4 		$13.7M Buy
1,930,974
+113,641
+6% +$686K 2.8% 17
2023
Q3 		$10.2M Buy
1,817,333
+810,728
+81% +$5.56M 2.32% 19
2023
Q2 		$7.32M Buy
1,006,605
+136,636
+16% +$909K 1.62% 22
2023
Q1 		$6.35M Buy
+869,969
New +$7.99M 1.44% 22
2016
Q3 		– Sell
-179,748
Closed -$3.87M – 20
2016
Q2 		$3.87M Sell
179,748
-12,876
-7% -$261K 2.77% 21
2016
Q1 		$3.91M Sell
192,624
-3,166
-2% -$59K 2.74% 19
2015
Q4 		$3.7M Buy
195,790
+4,975
+3% +$95.2K 2.66% 18
2015
Q3 		$3.41M Buy
190,815
+13,395
+8% +$239K 2.64% 18
2015
Q2 		$3.13M Buy
177,420
+22,560
+15% +$401K 2.51% 17
2015
Q1 		$2.92M Buy
154,860
+3,652
+2% +$68.8K 2.18% 19
2014
Q4 		$2.85M Buy
151,208
+14,164
+10% +$267K 2% 21
2014
Q3 		$2.42M Buy
137,044
+34,167
+33% +$656K 1.93% 19
2014
Q2 		$1.95M Buy
102,877
+26,797
+35% +$491K 1.52% 20
2014
Q1 		$1.3M Buy
76,080
+13,347
+21% +$224K 1.05% 24
2013
Q4 		$1.06M Buy
+62,733
New +$1.09M 0.98% 23

Other funds holding PDM

NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wilsey Asset Management's PDM Position: Q2 2026 in Review

Wilsey Asset Management increased its Piedmont Realty Trust (PDM) stake by 0.34% in Q2 2026, buying an estimated $137K and bringing the position to 4,909,232 shares worth $44.9M. The position accounts for 6.6% of the portfolio, ranked #5.

Wilsey Asset Management first reported a position in PDM in Q4 2013 and has held it in 25 quarters since. 17 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Wilsey Asset Management held 4,909,232 shares of Piedmont Realty Trust worth $44.9M as of Q2 2026.
  • Wilsey Asset Management bought 16,682 Piedmont Realty Trust shares in Q2 2026, an estimated $137K.
  • Piedmont Realty Trust made up 6.6% of Wilsey Asset Management's portfolio in Q2 2026, its #5 holding.
  • Wilsey Asset Management first reported a position in Piedmont Realty Trust in Q4 2013 and has held it in 25 quarters since.
  • 17 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Wilsey Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.