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PDM

Piedmont Realty Trust

253 hedge funds and large institutions have $996M invested in Piedmont Realty Trust in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 103 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $767K | Put options by funds: $124K

22% more capital invested

Capital invested by funds: $817M → $996M (+$179M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.68% less ownership

Funds ownership: 89.62%88.94% (-0.68%)

4% less funds holding

Funds holding: 263253 (-10)

26% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 103

26% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 34

Holders
253
Holders Change
-10
Holders Change %
-3.8%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
76
Reduced
103
Closed
34
Calls
$767K
Puts
$124K
Net Calls
+$643K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$5.15K +$3.92K +487 +487%
CIA
227
Cape Investment Advisory
Georgia
$5.05K
SAM
228
Smartleaf Asset Management
Massachusetts
$5.02K +$1.46K +182 +48%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$4.28K -$1.4K -174 -27%
IA
230
IFP Advisors
Florida
$4.27K -$306 -38 -7%
FFO
231
Fortitude Family Office
Arizona
$3.92K
PWMG
232
Private Wealth Management Group
New Jersey
$3.37K
UB
233
UMB Bank
Missouri
$2.88K
MCM
234
MAI Capital Management
Ohio
$2.51K -$7.27K -903 -76%
NA
235
NewEdge Advisors
Louisiana
$2.42K
PWA
236
Physician Wealth Advisors
Utah
$1.9K
JWM
237
JPL Wealth Management
Colorado
$1.89K +$1.69K +210 New
MSG
238
Main Street Group
Virginia
$1.4K
PMAM
239
Picton Mahoney Asset Management
Ontario, Canada
$1K
DWM
240
Darwin Wealth Management
Florida
$975
TWD
241
True Wealth Design
Ohio
$972 +$56 +7 +7%
BTI
242
Blue Trust Inc
Georgia
$963
PFBT
243
Parkside Financial Bank & Trust
Missouri
$684
CA
244
Clearstead Advisors
Ohio
$666 -$153 -19 -20%
RWM
245
Rialto Wealth Management
New York
$666
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$585
LFG
247
Larson Financial Group
Missouri
$468 +$418 +52 New
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$360
AssetMark Inc
249
AssetMark Inc
California
$333 +$225 +28 +311%
SS
250
Sunbelt Securities
Texas
$261 +$233 +29 New

PDM Hedge Fund Activity: Q3 2025 in Review

253 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2025, worth a combined $996M — up 22% from $817M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PDM and 25 opened new positions — a net loss of 9 holders — while 103 trimmed existing stakes and 76 added.

The largest buyer was Cohen & Steers, adding an estimated $12.6M. The largest seller was UBS AM, exiting entirely with an estimated $8.49M sold.

  • 253 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2025, down from 263 in Q2 2025.
  • Funds reported $996M of Piedmont Realty Trust stock for Q3 2025, up 22% quarter-over-quarter.
  • 25 funds opened new Piedmont Realty Trust positions in Q3 2025 and 34 closed out, a net change of -9 holders.
  • The largest Piedmont Realty Trust buyer in Q3 2025 was Cohen & Steers, an estimated $12.6M added.
  • The largest Piedmont Realty Trust seller in Q3 2025 was UBS AM, an estimated $8.49M sold.

Based on aggregated 13F filings for Q3 2025.