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PDM

Piedmont Realty Trust

244 hedge funds and large institutions have $1.09B invested in Piedmont Realty Trust in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

486% more call options, than puts

Call options by funds: $211K | Put options by funds: $36K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

42% more capital invested

Capital invested by funds: $771M → $1.09B (+$322M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 231244 (+13)

1.44% more ownership

Funds ownership: 85.86%87.3% (+1.4%)

1% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 81

Holders
244
Holders Change
+13
Holders Change %
+5.63%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
82
Reduced
81
Closed
21
Calls
$211K
Puts
$36K
Net Calls
+$175K
Net Calls Change
-$963K
Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
201
WFA of San Diego
California
$28.6K
ACM
202
Aster Capital Management
United Arab Emirates
$22.4K +$19.8K +2,217 New
SIS
203
Sound Income Strategies
Florida
$21.5K +$2K +225 +12%
RA
204
Rise Advisors
New York
$20.2K +$214 +24 +1%
EWA
205
EverSource Wealth Advisors
Alabama
$16.6K
PCMC
206
Planning Capital Management Corporation
Pennsylvania
$16.5K
PTC
207
Private Trust Company
Ohio
$15.8K
SWM
208
Sugarloaf Wealth Management
Georgia
$13.7K +$53 +6 +0.4%
FWM
209
FSA Wealth Management
Massachusetts
$12K +$10.6K +1,184 New
C
210
Covestor
United Kingdom
$11K +$481 +54 +5%
LWANC
211
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.8K
CWM
212
CarsonAllaria Wealth Management
Illinois
$10.5K +$116 +13 +1%
NSIM
213
North Star Investment Management
Illinois
$10.1K
SPIA
214
Steward Partners Investment Advisory
New York
$10.1K
KFI
215
Key Financial Inc
Pennsylvania
$9.82K
SAM
216
Smartleaf Asset Management
Massachusetts
$9.8K +$847 +95 +11%
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$8.17K
CFFP
218
Center for Financial Planning
Michigan
$7.64K
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$6.57K +$5.79K +650 New
CIA
220
Cape Investment Advisory
Georgia
$5.67K
VWM
221
Venturi Wealth Management
Texas
$4.94K +$4.36K +489 New
AAP
222
Arax Advisory Partners
Colorado
$4.74K
SCM
223
Sterling Capital Management
North Carolina
$4.39K +$3.88K +435 New
CPG
224
Cornerstone Planning Group
New Jersey
$4.28K
PWMG
225
Private Wealth Management Group
New Jersey
$3.78K