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PDM

Piedmont Realty Trust

263 hedge funds and large institutions have $817M invested in Piedmont Realty Trust in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $552K | Put options by funds: $133K

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

4% more funds holding

Funds holding: 253263 (+10)

3.75% more ownership

Funds ownership: 85.86%89.62% (+3.8%)

3% more capital invested

Capital invested by funds: $792M → $817M (+$24.9M)

2% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 90

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
3.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
92
Reduced
90
Closed
21
Calls
$552K
Puts
$133K
Net Calls
+$419K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
226
Kestra Investment Management
Texas
$8.08K +$3.81K +551 +100%
CWM
227
CarsonAllaria Wealth Management
Illinois
$7.79K
NSIM
228
North Star Investment Management
Illinois
$7.29K
KFI
229
Key Financial Inc
Pennsylvania
$7.09K
CFFP
230
Center for Financial Planning
Michigan
$5.51K
QT
231
Quantbot Technologies
New York
$5.39K -$195K -28,215 -97%
RIL
232
Rothschild Investment LLC
Illinois
$5.25K +$2.52K +365 +103%
MSWA
233
Marshall & Sterling Wealth Advisors
New York
$5.19K
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$4.74K
BIG
235
Brooklyn Investment Group
New York
$4.58K +$4.1K +593 +1,694%
EP
236
Essential Partners
California
$4.58K +$4.34K +628 New
CIA
237
Cape Investment Advisory
Georgia
$4.09K
IA
238
IFP Advisors
Florida
$3.73K +$3.54K +512 New
FFO
239
Fortitude Family Office
Arizona
$3.18K +$3.01K +436 New
SAM
240
Smartleaf Asset Management
Massachusetts
$2.78K -$2.67K -387 -50%
PWMG
241
Private Wealth Management Group
New Jersey
$2.73K
UB
242
UMB Bank
Missouri
$2.33K +$2.21K +320 New
NA
243
NewEdge Advisors
Louisiana
$1.96K
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$1.64K -$767 -111 -33%
PWA
245
Physician Wealth Advisors
Utah
$1.54K +$345 +50 +31%
MSG
246
Main Street Group
Virginia
$1.13K -$7.27K -1,052 -87%
Bessemer Group
247
Bessemer Group
New Jersey
$1K -$491 -71 -46%
PMAM
248
Picton Mahoney Asset Management
Ontario, Canada
$1K
DWM
249
Darwin Wealth Management
Florida
$789 +$21 +3 +3%
BTI
250
Blue Trust Inc
Georgia
$780

PDM Hedge Fund Activity: Q2 2025 in Review

263 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q2 2025, worth a combined $817M — up 3.1% from $792M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PDM positions and 21 closed out — a net gain of 14 holders — while 92 added to existing stakes and 90 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $29.8M. The largest seller was Vision Capital, exiting entirely with an estimated $24.1M sold.

  • 263 institutional investors held Piedmont Realty Trust (PDM) as of Q2 2025, up from 253 in Q1 2025.
  • Funds reported $817M of Piedmont Realty Trust stock for Q2 2025, up 3.1% quarter-over-quarter.
  • 35 funds opened new Piedmont Realty Trust positions in Q2 2025 and 21 closed out, a net change of +14 holders.
  • The largest Piedmont Realty Trust buyer in Q2 2025 was Cohen & Steers, an estimated $29.8M added.
  • The largest Piedmont Realty Trust seller in Q2 2025 was Vision Capital, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2025.