PDM

Piedmont Realty Trust

246 hedge funds and large institutions have $946M invested in Piedmont Realty Trust in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 252246 (-6)

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
246
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$119K
Puts
$614K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
201
Arax Advisory Partners
Colorado
$11.9K
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$10.6K
HCA
203
Harbor Capital Advisors
Illinois
$10K
LWANC
204
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.91K
CP
205
Camelot Portfolios
Ohio
$8.34K
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
MCM
209
MAI Capital Management
Ohio
$6.86K
CFFP
210
Center for Financial Planning
Michigan
$6.31K
Bessemer Group
211
Bessemer Group
New Jersey
$6K
MSWA
212
Marshall & Sterling Wealth Advisors
New York
$5.94K
SA
213
Strategic Advocates
Utah
$5.59K
PWPS
214
Pinnacle Wealth Planning Services
Ohio
$5.02K
RIL
215
Rothschild Investment LLC
Illinois
$4.92K
SAM
216
Smartleaf Asset Management
Massachusetts
$4.91K
CIA
217
Cape Investment Advisory
Georgia
$4.68K
RFA
218
Reyes Financial Architecture
California
$4.2K
IA
219
IFP Advisors
Florida
$3.95K
FFO
220
Fortitude Family Office
Arizona
$3.64K
PWMG
221
Private Wealth Management Group
New Jersey
$3.12K
UB
222
UMB Bank
Missouri
$2.67K
SAG
223
SageView Advisory Group
California
$2.54K
NA
224
NewEdge Advisors
Louisiana
$2.24K
PWA
225
Physician Wealth Advisors
Utah
$1.76K