PDM

Piedmont Realty Trust, Inc.
PDM

Overview Fund Activity

255 hedge funds and large institutions have $776M invested in Piedmont Realty Trust, Inc. in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 38 closing their positions.

Holders
255
Holders Change
-5
Holders Change %
-1.92%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
97
Reduced
86
Closed
38
Calls
$202K
Puts
$724K
Net Calls
-$522K
Net Calls Change
-$503K

Top Buyers

1
BlackRock
1
BlackRock
New York
$109M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.4M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$14.2M
4
MIIM
4
Mesirow Institutional Investment Management
Illinois
$8.33M
5
PMG
5
Private Management Group
California
$24.4M

Top Sellers

1
Man Group
1
Man Group
United Kingdom
$14.8M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$5.62M
3
Millennium Management
3
Millennium Management
New York
$410K
4
CIP
4
Chartwell Investment Partners
Pennsylvania
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
226
Tradition Wealth Management
Minnesota
$9K 1,216 – –
SWM
227
Sugarloaf Wealth Management
Georgia
$8.97K 1,228 +58 +5%
LWANC
228
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.8K 1,068 – –
PTC
229
Private Trust Company
Ohio
$7.78K 1,065 -270 -20%
CWM
230
CarsonAllaria Wealth Management
Illinois
$7.59K 1,040 +47 +5%
KFI
231
Key Financial Inc
Pennsylvania
$7.1K 972 – –
HCM
232
Highlander Capital Management
New Jersey
$7K 1,000 – –
NSIM
233
North Star Investment Management
Illinois
$6.13K 840 +380 +83%
HBW
234
Hazlett, Burt & Watson
West Virginia
$6K 809 +39 +5%
SPIA
235
Steward Partners Investment Advisory
New York
$5.82K 797 +797 New
CFFP
236
Center for Financial Planning
Michigan
$5.52K 756 – –
TFGT
237
TS Financial Group (TSFG)
Illinois
$5K 736 – –
AF
238
Advisornet Financial
Minnesota
$4.76K 652 – –
CAL
239
Capital Analysts LLC
Pennsylvania
$4K 509 – –
CIA
240
Cape Investment Advisory
Georgia
$3.97K 544 +544 New
PFBT
241
Parkside Financial Bank & Trust
Missouri
$3.51K 481 – –
MCM
242
Manchester Capital Management
Vermont
$3.45K 472 +214 +83%
NA
243
NewEdge Advisors
Louisiana
$3.15K 431 -2,346 -84%
C
244
Covestor
United Kingdom
$2K 332 +111 +50%
UB
245
UMB Bank
Missouri
$1.8K 247 +247 New
DA
246
Denali Advisors
California
$1.61K 220 -40,100 -99%
CAL
247
Capital Advisors Ltd
Ohio
$1K 117 +117 New
FCA
248
FinTrust Capital Advisors
South Carolina
$936 102 – –
BAAM
249
Baker Avenue Asset Management
California
$861 118 +10 +9%
Commonwealth Equity Services
250
Commonwealth Equity Services
Massachusetts
$764 104,776 -3,858 -4%
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10
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