Institutional Ownership Piedmont Office Realty Trust, Inc. (PDM)
This table provides information about the institutional ownership of Piedmont Office Realty Trust, Inc. (PDM). We have compiled data on the 273 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $771 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,068
shares
|
$7,604
0.0% of portfolio
|
Q3 2020
Added 100.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
1,068
shares
|
$7,604
0.0% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,000
shares
|
$7,120
0.0% of portfolio
|
Q3 2023
Added 19.05%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,000
shares
|
$7,120
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$7,120
0.0% of portfolio
|
Q4 2020
Reduced 69.13%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
972
shares
|
$6,920
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
769
shares
|
$5,475
0.0% of portfolio
|
Q1 2025
Reduced 27.38%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
756
shares
|
$5,382
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
712
shares
|
$5,069
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
650
shares
|
$4,628
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
636
shares
|
$4,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
589
shares
|
$4,193
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
561
shares
|
$3,994
0.0% of portfolio
|
Q2 2023
Added 3.13%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
520
shares
|
$3,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
436
shares
|
$3,104
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
424
shares
|
$3,018
0.0% of portfolio
|
Q2 2024
Added 398.82%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
381
shares
|
$2,712
0.0% of portfolio
|
Q1 2025
Reduced 86.07%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
374
shares
|
$2,662
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
355
shares
|
$2,527
0.0% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
336
shares
|
$2,392
0.0% of portfolio
|
Q1 2025
Reduced 58.47%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
320
shares
|
$2,278
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
269
shares
|
$1,915
0.0% of portfolio
|
Q2 2024
Reduced 66.87%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
266
shares
|
$1,893
0.0% of portfolio
|
Q1 2022
Added 1.14%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
211
shares
|
$1,502
0.0% of portfolio
|
Q2 2025
Added 31.06%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
190
shares
|
$1,352
0.0% of portfolio
|
Q4 2024
New holding
|