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PDM

Piedmont Realty Trust

250 hedge funds and large institutions have $1.35B invested in Piedmont Realty Trust in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 92 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

4% more funds holding

Funds holding: 241250 (+9)

0.18% less ownership

Funds ownership: 82.78%82.6% (-0.18%)

12% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 92

23% less capital invested

Capital invested by funds: $1.75B → $1.35B (-$399M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
4.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
34
Increased
81
Reduced
92
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
201
WFA of San Diego
California
$37K +$42.6K +2,828 New
ZIG
202
Zullo Investment Group
Pennsylvania
$32K
TPCW
203
TD Private Client Wealth
New York
$30.4K -$5.85K -389 -14%
SIS
204
Sound Income Strategies
Florida
$25K
RA
205
Rise Advisors
New York
$22K +$391 +26 +2%
PFS
206
Prospera Financial Services
Texas
$21K -$1.66K -110 -6%
SWM
207
SeaCrest Wealth Management
New York
$20K +$22.6K +1,500 New
DAC
208
Dividend Assets Capital
South Carolina
$17K
AW
209
Avion Wealth
Texas
$16K
TWM
210
Tradition Wealth Management
Minnesota
$16K
JMF
211
Johnson Midwest Financial
Iowa
$16K +$166 +11 +0.9%
BCMLT
212
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K
SWM
213
Sugarloaf Wealth Management
Georgia
$15K +$271 +18 +2%
LWANC
214
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K
PA
215
Parallel Advisors
California
$14K +$10.4K +694 +170%
PTC
216
Private Trust Company
Ohio
$14K +$16K +1,065 New
HCM
217
Highlander Capital Management
New Jersey
$13K
KFI
218
Key Financial Inc
Pennsylvania
$13K
SAM
219
Strategic Asset Management
Minnesota
$13K
CWM
220
CarsonAllaria Wealth Management
Illinois
$13K +$196 +13 +1%
TFGT
221
TS Financial Group (TSFG)
Illinois
$10K
HBW
222
Hazlett, Burt & Watson
West Virginia
$10K +$181 +12 +2%
BTI
223
Blue Trust Inc
Georgia
$10K +$8.59K +571 New
AF
224
Advisornet Financial
Minnesota
$9K
FCA
225
FinTrust Capital Advisors
South Carolina
$9K

PDM Hedge Fund Activity: Q2 2022 in Review

250 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q2 2022, worth a combined $1.35B — down 23% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PDM positions and 20 closed out — a net gain of 14 holders — while 81 added to existing stakes and 92 trimmed.

The largest buyer was Private Management Group, adding an estimated $7.36M. The largest seller was Heitman Real Estate Securities, cutting an estimated $8.18M.

  • 250 institutional investors held Piedmont Realty Trust (PDM) as of Q2 2022, up from 241 in Q1 2022.
  • Funds reported $1.35B of Piedmont Realty Trust stock for Q2 2022, down 23% quarter-over-quarter.
  • 34 funds opened new Piedmont Realty Trust positions in Q2 2022 and 20 closed out, a net change of +14 holders.
  • The largest Piedmont Realty Trust buyer in Q2 2022 was Private Management Group, an estimated $7.36M added.
  • The largest Piedmont Realty Trust seller in Q2 2022 was Heitman Real Estate Securities, an estimated $8.18M sold.

Based on aggregated 13F filings for Q2 2022.