PDM

Piedmont Realty Trust, Inc.

231 hedge funds and large institutions have $771M invested in Piedmont Realty Trust, Inc. in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 29 closing their positions.

Holders
231
Holders Change
-6
Holders Change %
-2.53%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
29
Increased
89
Reduced
76
Closed
29
Calls
$1.16M
Puts
$18K
Net Calls
+$1.14M
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
201
EverSource Wealth Advisors
Alabama
$14.2K +$908 +105 +7%
SIS
202
Sound Income Strategies
Florida
$13.8K
PCMC
203
Planning Capital Management Corporation
Pennsylvania
$11.9K
PTC
204
Private Trust Company
Ohio
$11.3K
BWL
205
Bogart Wealth LLC
Virginia
$10.2K +$10.2K +1,410 New
SWM
206
Sugarloaf Wealth Management
Georgia
$9.77K +$65 +9 +0.7%
NB
207
NBT Bank
New York
$9.02K
C
208
Covestor
United Kingdom
$8K -$481 -65 -6%
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.74K
CWM
210
CarsonAllaria Wealth Management
Illinois
$7.42K +$131 +18 +2%
NSIM
211
North Star Investment Management
Illinois
$7.25K
SPIA
212
Steward Partners Investment Advisory
New York
$7.25K +$1.47K +203 +25%
KFI
213
Key Financial Inc
Pennsylvania
$7.05K
SAM
214
Smartleaf Asset Management
Massachusetts
$6.26K +$6.26K +891 New
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$6K
CFFP
216
Center for Financial Planning
Michigan
$5.48K
CIA
217
Cape Investment Advisory
Georgia
$4.07K
CPG
218
Cornerstone Planning Group
New Jersey
$3.44K +$2.75K +339 +399%
AAP
219
Arax Advisory Partners
Colorado
$3.4K +$3.4K +469 New
PWMG
220
Private Wealth Management Group
New Jersey
$2.71K
CAL
221
Capital Analysts LLC
Pennsylvania
$2K
NA
222
NewEdge Advisors
Louisiana
$1.95K -$3.94K -543 -67%
PFBT
223
Parkside Financial Bank & Trust
Missouri
$1.89K
EBA
224
Eagle Bay Advisors
New York
$1.76K
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$1.49K +$594 +82 +67%