PDM

Piedmont Realty Trust

245 hedge funds and large institutions have $944M invested in Piedmont Realty Trust in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 253245 (-8)

5% less capital invested

Capital invested by funds: $996M → $944M (-$51.7M)

81% less call options, than puts

Call options by funds: $119K | Put options by funds: $614K

Holders
245
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
$119K
Puts
$614K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$10.6K
HCA
202
Harbor Capital Advisors
Illinois
$10K
LWANC
203
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.91K
CP
204
Camelot Portfolios
Ohio
$8.34K
KFI
205
Key Financial Inc
Pennsylvania
$8.11K
NSIM
206
North Star Investment Management
Illinois
$7.51K
GWM
207
Gilpin Wealth Management
Colorado
$7.07K
MCM
208
MAI Capital Management
Ohio
$6.86K
CFFP
209
Center for Financial Planning
Michigan
$6.31K
Bessemer Group
210
Bessemer Group
New Jersey
$6K
MSWA
211
Marshall & Sterling Wealth Advisors
New York
$5.94K
SA
212
Strategic Advocates
Utah
$5.59K
PWPS
213
Pinnacle Wealth Planning Services
Ohio
$5.02K
RIL
214
Rothschild Investment LLC
Illinois
$4.92K
SAM
215
Smartleaf Asset Management
Massachusetts
$4.91K
CIA
216
Cape Investment Advisory
Georgia
$4.68K
RFA
217
Reyes Financial Architecture
California
$4.2K
IA
218
IFP Advisors
Florida
$3.95K
FFO
219
Fortitude Family Office
Arizona
$3.64K
PWMG
220
Private Wealth Management Group
New Jersey
$3.12K
UB
221
UMB Bank
Missouri
$2.67K
SAG
222
SageView Advisory Group
California
$2.54K
NA
223
NewEdge Advisors
Louisiana
$2.24K
PWA
224
Physician Wealth Advisors
Utah
$1.76K
WA
225
WPG Advisers
Maryland
$1.4K