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PDM

Piedmont Realty Trust

248 hedge funds and large institutions have $946M invested in Piedmont Realty Trust in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.21% more ownership

Funds ownership: 88.94%91.15% (+2.2%)

9% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

2% less funds holding

Funds holding: 253248 (-5)

5% less capital invested

Capital invested by funds: $996M → $946M (-$49.8M)

81% less call options, than puts

Call options by funds: $119K | Put options by funds: $614K

Holders
248
Holders Change
-5
Holders Change %
-1.98%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
84
Reduced
77
Closed
29
Calls
$119K
Puts
$614K
Net Calls
-$495K
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
201
Arax Advisory Partners
Colorado
$11.9K -$147K -17,634 -93%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$10.6K +$2K +240 +23%
HCA
203
Harbor Capital Advisors
Illinois
$10K -$175 -21 -2%
LWANC
204
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.91K +$8.92K +1,068 New
CP
205
Camelot Portfolios
Ohio
$8.34K +$8.35K +1,000 New
KFI
206
Key Financial Inc
Pennsylvania
$8.11K
NSIM
207
North Star Investment Management
Illinois
$7.51K
GWM
208
Gilpin Wealth Management
Colorado
$7.07K +$7.08K +848 New
MCM
209
MAI Capital Management
Ohio
$6.86K +$4.53K +543 +195%
CFFP
210
Center for Financial Planning
Michigan
$6.31K
Bessemer Group
211
Bessemer Group
New Jersey
$6K +$6.2K +743 New
MSWA
212
Marshall & Sterling Wealth Advisors
New York
$5.94K
SA
213
Strategic Advocates
Utah
$5.59K
EP
214
Essential Partners
California
$5.46K +$109 +13 +2%
PWPS
215
Pinnacle Wealth Planning Services
Ohio
$5.02K +$5.03K +602 New
RIL
216
Rothschild Investment LLC
Illinois
$4.92K
SAM
217
Smartleaf Asset Management
Massachusetts
$4.91K +$192 +23 +4%
CIA
218
Cape Investment Advisory
Georgia
$4.68K
RFA
219
Reyes Financial Architecture
California
$4.2K +$4.21K +504 New
IA
220
IFP Advisors
Florida
$3.95K
FFO
221
Fortitude Family Office
Arizona
$3.64K
PWMG
222
Private Wealth Management Group
New Jersey
$3.12K
UB
223
UMB Bank
Missouri
$2.67K
SAG
224
SageView Advisory Group
California
$2.54K +$2.55K +305 New
NA
225
NewEdge Advisors
Louisiana
$2.24K