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PDM

Piedmont Realty Trust

232 hedge funds and large institutions have $1.9B invested in Piedmont Realty Trust in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 37

1% more funds holding

Funds holding: 230232 (+2)

1.21% less ownership

Funds ownership: 82.61%81.4% (-1.2%)

19% less capital invested

Capital invested by funds: $2.34B → $1.9B (-$441M)

31% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 88

Holders
232
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
61
Reduced
88
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
SeaCrest Wealth Management
New York
$26K
KCPG
202
Kavar Capital Partners Group
Kansas
$26K +$27.7K +1,500 New
APP
203
Avantax Planning Partners
Iowa
$22K +$23.3K +1,260 New
CFA
204
Carroll Financial Associates
North Carolina
$20K
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$16K
BCP
206
Blackhawk Capital Partners
Wisconsin
$14K -$9.01K -488 -37%
CFD
207
Creative Financial Designs
Indiana
$12K
SNT
208
Security National Trust
West Virginia
$12K +$12.3K +664 New
US Bancorp
209
US Bancorp
Minnesota
$11K +$4.65K +252 +65%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$10K
SWP
211
Stratos Wealth Partners
Ohio
$10K +$10.8K +587 New
AIL
212
AGF Investments LLC
Ontario, Canada
$8K
PS
213
Portfolio Solutions
Michigan
$8K
IWM
214
IHT Wealth Management
Illinois
$8K +$8.86K +480 New
CAW
215
Cornerstone Advisors (Washington)
Washington
$6K
GT
216
Glenmede Trust
Pennsylvania
$6K
VCM
217
Virtue Capital Management
Tennessee
$6K
WDL
218
Well Done LLC
Michigan
$5K +$5.46K +296 New
APSP
219
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$4K
EARNEST Partners
221
EARNEST Partners
Georgia
$4K
MOS
222
MGO One Seven
Ohio
$4K
OFW
223
Omnia Family Wealth
Florida
$3K -$6.53K -354 -64%
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$2K -$3.93K -213 -69%
TWA
225
TCI Wealth Advisors
Arizona
$2K -$2.46K -133 -58%