PDM

Piedmont Realty Trust, Inc.
PDM

Overview Fund Activity

240 hedge funds and large institutions have $1.78B invested in Piedmont Realty Trust, Inc. in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
4.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
81
Reduced
82
Closed
26
Calls
$31K
Puts
–
Net Calls
+$31K
Net Calls Change
–

Top Buyers

1
WMSA
1
Weiss Multi-Strategy Advisers
New York
$48.3M
2
GT
2
Glenmede Trust
Pennsylvania
$9.34M
3
Charles Schwab
3
Charles Schwab
California
$49.3M
4
ZP
4
Zimmer Partners
New York
$6.75M
5
Axa
5
Axa
France
$4.6M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$13.6M
2
HRES
2
Heitman Real Estate Securities
Illinois
$42M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$52.7M
4
Millennium Management
4
Millennium Management
New York
$8.17M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAC
201
Dividend Assets Capital
South Carolina
$23K – – –
TWM
202
Tradition Wealth Management
Minnesota
$21K – – –
JMF
203
Johnson Midwest Financial
Iowa
$20K +$137 +8 +0.7%
LWANC
204
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
SWM
205
Sugarloaf Wealth Management
Georgia
$19K +$224 +13 +1%
SAM
206
Strategic Asset Management
Minnesota
$18K +$18K +1,000 New
HA
207
Herold Advisors
New York
$18K +$18K +1,044 New
KFI
208
Key Financial Inc
Pennsylvania
$17K – – –
HCM
209
Highlander Capital Management
New Jersey
$17K – – –
PA
210
Parallel Advisors
California
$14K +$1.13K +65 +9%
TFGT
211
TS Financial Group (TSFG)
Illinois
$13K – – –
FMP
212
Financial Management Professionals
Texas
$13K +$13K +750 New
MFT
213
Moisand Fitzgerald Tamayo
Florida
$12K – – –
EW
214
Evoke Wealth
California
$12K +$12K +724 New
AF
215
Advisornet Financial
Minnesota
$11K – – –
FCA
216
FinTrust Capital Advisors
South Carolina
$11K – – –
CAL
217
Capital Analysts LLC
Pennsylvania
$9K – – –
TWA
218
TCI Wealth Advisors
Arizona
$9K – – –
SWM
219
Selective Wealth Management
Virginia
$9K – – –
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$7.64K +428 +563%
Koshinski Asset Management
221
Koshinski Asset Management
Illinois
$8.92K +$8.92K +512 New
PCG
222
Private Capital Group
Connecticut
$5K -$494 -26 -9%
QCG
223
Quadrant Capital Group
Ohio
$3K +$129 +7 +4%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$3K +$1.49K +98 +99%
CPFP
225
Clear Perspectives Financial Planning
Ohio
$3K +$3K +200 New
7 8
9
10 11