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 286 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $831 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
551
shares
|
$3,923
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
512
shares
|
$3,645
0.0% of portfolio
|
Q2 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
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
382
shares
|
$2,719
0.0% of portfolio
|
Q2 2025
Reduced 50.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
374
shares
|
$2,662
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
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 |
Aug 14, 2025 Q2 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
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
155
shares
|
$1,103
0.0% of portfolio
|
Q2 2025
Reduced 87.16%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
133
shares
|
$946
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
116
shares
|
$825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
108
shares
|
$768
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
107
shares
|
$761
0.0% of portfolio
|
Q1 2025
Added 84.48%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
101
shares
|
$719
0.0% of portfolio
|
Q2 2025
Reduced 32.67%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
100
shares
|
$712
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
93
shares
|
$662
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
89
shares
|
$633
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
83
shares
|
$590
0.0% of portfolio
|
Q2 2025
Reduced 46.1%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
76
shares
|
$541
0.0% of portfolio
|
Q2 2025
Reduced 36.67%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
74
shares
|
$526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
65
shares
|
$462
0.0% of portfolio
|
Q1 2025
Reduced 48.41%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
61
shares
|
$434
0.0% of portfolio
|
Q2 2025
Reduced 83.99%
|