Piedmont Realty Trust, Inc. (PDM) — Institutional Holders, Q2 2026 (page 3)
254 institutional investment managers reported a PDM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 254. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PDM 13F holders ranked 201–254 of 254
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Spire Wealth Management#201 · 2,372 sh | 2,372 | $21.7K | <0.01% | 0.0% |
| 202 | EverSource Wealth Advisors#202 · 2,338 sh | 2,338 | $21.4K | <0.01% | +56.7% |
| 203 | Institute for Wealth Management#203 · 2,095 sh | 2,095 | $19.2K | <0.01% | New |
| 204 | Rockefeller Capital Management L.P.#204 · 1,863 sh | 1,863 | $17.0K | 0.00% | -38.1% |
| 205 | GF FUND MANAGEMENT LTD.#205 · 1,699 sh | 1,699 | $15.5K | — | -10.5% |
| 206 | TOKIO MARINE ASSET MANAGEMENT LTD#206 · 1,518 sh | 1,518 | $13.9K | — | New |
| 207 | Integrated Wealth Concepts#207 · 1,316 sh | 1,316 | $12.0K | <0.01% | New |
| 208 | Aster Capital Management (DIFC) Ltd#208 · 1,281 sh | 1,281 | $11.7K | <0.01% | New |
| 209 | Main Street Group, LTD#209 · 1,157 sh | 1,157 | $10.6K | <0.01% | 0.0% |
| 210 | JONES FINANCIAL COMPANIES LLLP#210 · 1,060 sh | 1,060 | $10.0K | 0.00% | -45.4% |
| 211 | Key FInancial#211 · 972 sh | 972 | $8.9K | <0.01% | 0.0% |
| 212 | North Star Investment Management#212 · 900 sh | 900 | $8.2K | <0.01% | 0.0% |
| 213 | Versant Capital Management#213 · 890 sh | 890 | $8.1K | — | +18.4% |
| 214 | GILPIN WEALTH MANAGEMENT#214 · 848 sh | 848 | $7.8K | — | 0.0% |
| 215 | BESSEMER GROUP#215 · 743 sh | 743 | $7.0K | 0.00% | -99.8% |
| 216 | Center for Financial Planning#216 · 756 sh | 756 | $6.9K | — | 0.0% |
| 217 | Marshall & Sterling Wealth Advisors#217 · 712 sh | 712 | $6.5K | <0.01% | 0.0% |
| 218 | Pinnacle Wealth Planning Services#218 · 602 sh | 602 | $5.5K | <0.01% | 0.0% |
| 219 | LOS ANGELES CAPITAL MANAGEMENT#219 · 597 sh | 597 | $5.5K | 0.00% | 0.0% |
| 220 | PRIVATE NA#220 · 590 sh | 590 | $5.4K | — | -64.4% |
| 221 | ROTHSCHILD INVESTMENT#221 · 536 sh | 536 | $4.9K | <0.01% | +8.1% |
| 222 | HUNTINGTON NATIONAL BANK#222 · 533 sh | 533 | $4.9K | 0.00% | New |
| 223 | Mirae Asset Global Investments , Ltd.#223 · 514 sh | 514 | $4.7K | 0.00% | -80.0% |
| 224 | Smartleaf Asset Management#224 · 472 sh | 472 | $4.4K | <0.01% | 0.0% |
| 225 | IFP Advisors#225 · 473 sh | 473 | $4.3K | — | +1.3% |
| 226 | Silver Grove Financial Group#226 · 430 sh | 430 | $3.9K | <0.01% | New |
| 227 | Private Wealth Management Group#227 · 374 sh | 374 | $3.4K | — | 0.0% |
| 228 | Optiver Holding B.V.#228 · 346 sh | 346 | $3.2K | 0.00% | -51.3% |
| 229 | Essential Partners#229 · 345 sh | 345 | $3.2K | — | -21.1% |
| 230 | PICTON MAHONEY ASSET MANAGEMENT#230 · 344 sh | 344 | $3.1K | 0.00% | +196.6% |
| 231 | BARROW HANLEY MEWHINNEY & STRAUSS#231 · 339 sh | 339 | $3.1K | 0.00% | New |
| 232 | Rossby Financial, LCC#232 · 323 sh | 323 | $3.0K | <0.01% | +4.5% |
| 233 | UMB Bank, n.a.#233 · 320 sh | 320 | $2.9K | 0.00% | 0.0% |
| 234 | NewEdge Advisors#234 · 269 sh | 269 | $2.5K | 0.00% | New |
| 235 | Basecamp Wealth Advisors#235 · 221 sh | 221 | $2.0K | <0.01% | +904.5% |
| 236 | JPL Wealth Management#236 · 210 sh | 210 | $1.9K | <0.01% | 0.0% |
| 237 | ASSETMARK#237 · 173 sh | 173 | $1.6K | — | +86.0% |
| 238 | Fortitude Family Office#238 · 173 sh | 173 | $1.6K | — | New |
| 239 | Parkside Financial Bank#239 · 150 sh | 150 | $1.4K | 0.00% | +100.0% |
| 240 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#240 · 129 sh | 129 | $1.2K | <0.01% | New |
| 241 | Quarry#241 · 125 sh | 125 | $1.1K | <0.01% | -81.0% |
| 242 | Darwin Wealth Management#242 · 108 sh | 108 | $991.00 | <0.01% | 0.0% |
| 243 | RAFFA WEALTH MANAGEMENT#243 · 93 sh | 93 | $851.00 | <0.01% | New |
| 244 | Larson Financial Group#244 · 89 sh | 89 | $814.00 | 0.00% | New |
| 245 | Caitong International Asset Management , Ltd#245 · 84 sh | 84 | $769.00 | <0.01% | New |
| 246 | FIFTH THIRD BANCORP#246 · 65 sh | 65 | $595.00 | 0.00% | 0.0% |
| 247 | True Wealth Design#247 · 51 sh | 51 | $467.00 | — | -55.3% |
| 248 | MassMutual Private Wealth & , FSB#248 · 40 sh | 40 | $366.00 | — | 0.0% |
| 249 | Clearstead Advisors#249 · 37 sh | 37 | $339.00 | 0.00% | New |
| 250 | GHP Investment Advisors#250 · 19 sh | 19 | $174.00 | — | 0.0% |
| 251 | Dunhill Financial#251 · 6 sh | 6 | $63.00 | 0.00% | 0.0% |
| 252 | Avion Wealth#252 · 89 sh | 89 | $0.00 | 0.00% | 0.0% |
| 253 | Covestor Ltd#253 · 31 sh | 31 | $0.00 | 0.00% | +244.4% |
| 254 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#254 · 134,689 sh | 134,689 | — | — | +13.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.