PDM

Piedmont Realty Trust

263 hedge funds and large institutions have $818M invested in Piedmont Realty Trust in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 89

3% more capital invested

Capital invested by funds: $791M → $818M (+$27.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
263
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$552K
Puts
$133K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$8.16K
KIM
227
Kestra Investment Management
Texas
$8.08K
CWM
228
CarsonAllaria Wealth Management
Illinois
$7.79K
NSIM
229
North Star Investment Management
Illinois
$7.29K
KFI
230
Key Financial Inc
Pennsylvania
$7.09K
CFFP
231
Center for Financial Planning
Michigan
$5.51K
QT
232
Quantbot Technologies
New York
$5.39K
RIL
233
Rothschild Investment LLC
Illinois
$5.25K
MSWA
234
Marshall & Sterling Wealth Advisors
New York
$5.19K
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$4.74K
BIG
236
Brooklyn Investment Group
New York
$4.58K
CIA
237
Cape Investment Advisory
Georgia
$4.09K
IA
238
IFP Advisors
Florida
$3.73K
FFO
239
Fortitude Family Office
Arizona
$3.18K
SAM
240
Smartleaf Asset Management
Massachusetts
$2.78K
PWMG
241
Private Wealth Management Group
New Jersey
$2.73K
UB
242
UMB Bank
Missouri
$2.33K
NA
243
NewEdge Advisors
Louisiana
$1.96K
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$1.64K
PWA
245
Physician Wealth Advisors
Utah
$1.54K
MSG
246
Main Street Group
Virginia
$1.13K
Bessemer Group
247
Bessemer Group
New Jersey
$1K
PMAM
248
Picton Mahoney Asset Management
Ontario, Canada
$1K
DWM
249
Darwin Wealth Management
Florida
$789
BTI
250
Blue Trust Inc
Georgia
$780