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Piedmont Realty Trust Inc (PDM)

CUSIP: 720190206 | NYSE | Real Estate · REIT - Office | Small Cap | 992 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ACohen & Steers, Inc.
with Cohen & Steers UK Limited, Cohen & Steers Asia Limited, Cohen & Steers Ireland Limited
8,088,6906.5%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ACohen & Steers, Inc.8,088,690
6.5% of class · Jun 30, 2026New 5%+ stake
with Cohen & Steers UK Limited, Cohen & Steers Asia Limited, Cohen & Steers Ireland Limited
No 13F filer matched

Institutional Holders — Q3 2026

Wilsey Asset Management Inc4,939,487
6.5% of portfolio›$44.0M
Private Management Group Inc3,951,829
1.0% of portfolio›$35.2M
Dimensional Fund Advisors LP1,527,443
0.0% of portfolio›$13.6M
Nepsis Inc.489,139
1.4% of portfolio›$4.4M
DekaBank Deutsche Girozentrale426,958
0.0% of portfolio›$3.8K
Citigroup Inc236,233
0.0% of portfolio›$2.1M
Asset Management One Co., Ltd.194,493
0.0% of portfolio›$1.7M
Harbor Capital Advisors, Inc.149,033
0.0% of portfolio›$1.3K
Swedbank AB123,209
0.0% of portfolio›$1.1M
State of New Jersey Common Pension Fund D120,544
0.0% of portfolio›$1.1M
Sumitomo Mitsui Trust Group, Inc.116,662
0.0% of portfolio›$1.0M
Mitsubishi UFJ Asset Management Co., Ltd.114,676
0.0% of portfolio›$1.0M
Ethic Inc.94,593
0.0% of portfolio›$841.9K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS92,604
0.0% of portfolio›$824.2K
Creative Planning83,845
0.0% of portfolio›$746.2K
Inspire Investing, LLC71,147
0.0% of portfolio›$633.2K
State of Alaska, Department of Revenue66,949
0.0% of portfolio›$595
Wealth Enhancement Advisory Services, LLC53,794
0.0% of portfolio›$488.5K
Commonwealth Equity Services, LLC49,577
0.0% of portfolio›$441.2K
Daiwa Securities Group Inc.49,075
0.0% of portfolio›$436.8K
Choreo, LLC48,562
0.0% of portfolio›$432.2K
Robeco Institutional Asset Management B.V.36,832
0.0% of portfolio›$327.8K
Cambridge Investment Research Advisors, Inc.36,165
0.0% of portfolio›$322
Arizona State Retirement System35,208
0.0% of portfolio›$313.4K
Strs Ohio34,700
0.0% of portfolio›$308.8K
Sumitomo Mitsui DS Asset Management Company, Ltd30,866
0.0% of portfolio›$274.7K
Bfsg, LLC25,811
0.0% of portfolio›$229.7K
IFM Investors Pty Ltd25,147
0.0% of portfolio›$223.8K
HB Wealth Management, LLC24,829
0.0% of portfolio›$221.0K
Nisa Investment Advisors, LLC23,032
0.0% of portfolio›$205.0K
Pictet Asset Management Holding SA22,562
0.0% of portfolio›$200.8K
Achmea Investment Management B.V.22,106
0.0% of portfolio›$196.9K
Signaturefd, LLC19,258
0.0% of portfolio›$171.4K
AlphaCore Capital LLC18,570
0.0% of portfolio›$165.3K
Evergreen Capital Management LLC16,030
0.0% of portfolio›$142.7K
ProShare Advisors LLC15,937
0.0% of portfolio›$141.8K
UniSuper Management Pty Ltd14,600
0.0% of portfolio›$129.9K
Belvedere Trading LLC13,736
0.0% of portfolio›$122.3K
Csenge Advisory Group13,517
0.0% of portfolio›$120.3K
Xponance LLC13,409
0.0% of portfolio›$119.3K
MacKenzie Financial Corp13,080
0.0% of portfolio›$116.4K
Parallel Advisors, LLC10,916
0.0% of portfolio›$97.2K
Swiss Life Asset Management Ltd10,218
0.0% of portfolio›$90.9K
Farther Finance Advisors, LLC6,024
0.0% of portfolio›$53.6K
State of Wyoming6,000
0.0% of portfolio›$53.4K
Pflug Koory, LLC4,676
0.0% of portfolio›$41.6K
Gamma Investing LLC3,904
0.0% of portfolio›$34.7K
Assetmark, Inc3,349
0.0% of portfolio›$29.8K
EverSource Wealth Advisors, LLC2,751
0.0% of portfolio›$24.5K
Sterling Capital Management LLC2,471
0.0% of portfolio›$22.0K
Spire Wealth Management2,372
0.0% of portfolio›$21.1K
GF Fund Management Co. Ltd.1,685
0.0% of portfolio›$15.0K
Main Street Group, LTD1,157
0.0% of portfolio›$10.3K
Laurel Wealth Advisors LLC1,068
0.0% of portfolio›$9.5K
SJS Investment Consulting Inc.989
0.0% of portfolio›$8.8K
Key FInancial Inc972
0.0% of portfolio›$8.7K
North Star Investment Management Corp.900
0.0% of portfolio›$8.0K
Versant Capital Management, Inc890
0.0% of portfolio›$7.9K
Gilpin Wealth Management, LLC848
0.0% of portfolio›$7.5K
Marshall & Sterling Wealth Advisors Inc.712
0.0% of portfolio›$6.3K
Pinnacle Wealth Planning Services, Inc.602
0.0% of portfolio›$5.4K
Private Trust Co NA590
0.0% of portfolio›$5.3K
IFP Advisors, Inc473
0.0% of portfolio›$4.2K
Ascentis Wealth Management, LLC457
0.0% of portfolio›$4.1K
Parkside Financial Bank & Trust431
0.0% of portfolio›$3.8K
Private Wealth Management Group, LLC374
0.0% of portfolio›$3.3K
Essential Partners LLC364
0.0% of portfolio›$3.2K
Mirae Asset Global Investments Co., Ltd.196
0.0% of portfolio›$1.7K
Root Financial Partners, LLC187
0.0% of portfolio›$1.7K
Fortitude Family Office, LLC173
0.0% of portfolio›$1.5K
Blue Trust, Inc.67
0.0% of portfolio›$596
Caitong International Asset Management Co., Ltd67
0.0% of portfolio›$596
Pension & Wealth Management Advisors, Inc.62
0.0% of portfolio›$552
Center for Financial Planning, Inc.56
0.0% of portfolio›$498
True Wealth Design, LLC51
0.0% of portfolio›$454
Breakwater Investment Management43
0.0% of portfolio›$383
MassMutual Private Wealth & Trust, FSB40
0.0% of portfolio›$356
GHP Investment Advisors, Inc.19
0.0% of portfolio›$170
Covestor Ltd19
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Wilsey Asset Management Inc
4,939,487$44.0M6.5%YieldMediumSan Diego, CA2026-10-21
Private Management Group Inc
3,951,829$35.2M1.0%YieldLowIrvine, CA2026-11-04
Dimensional Fund Advisors LP
1,527,443$13.6M0.0%IndexLowAustin, TX2026-11-04
Nepsis Inc.
489,139$4.4M1.4%CoreMediumMinneapolis, MN2026-10-13
DekaBank Deutsche Girozentrale
426,958$3.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Citigroup Inc
236,233$2.1M0.0%CoreMediumNew York, NY2026-11-04
Asset Management One Co., Ltd.
194,493$1.7M0.0%IndexVery LowTokyo, Mexico2026-10-27
Harbor Capital Advisors, Inc.
149,033$1.3K0.0%ValueHighChicago, IL2026-10-22
Swedbank AB
123,209$1.1M0.0%GrowthLowStockholm, Sweden2026-10-27
State of New Jersey Common Pension Fund D
120,544$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Sumitomo Mitsui Trust Group, Inc.
116,662$1.0M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
114,676$1.0M0.0%IndexVery LowTokyo, Mexico2026-11-05
Ethic Inc.
94,593$841.9K0.0%CoreLowNew York, NY2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
92,604$824.2K0.0%CoreLowHarrisburg, PA2026-11-03
Creative Planning
83,845$746.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Inspire Investing, LLC
71,147$633.2K0.0%GARPHighMeridian, ID2026-10-22
State of Alaska, Department of Revenue
66,949$5950.0%CoreVery LowJuneau, AK2026-10-15
Wealth Enhancement Advisory Services, LLC
53,794$488.5K0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
49,577$441.2K0.0%ETFLowWaltham, MA2026-11-02
Daiwa Securities Group Inc.
49,075$436.8K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Choreo, LLC
48,562$432.2K0.0%IndexLowRockford, IL2026-10-28
Robeco Institutional Asset Management B.V.
36,832$327.8K0.0%CoreMediumRotterdam, Philippines2026-10-20
Cambridge Investment Research Advisors, Inc.
36,165$3220.0%ETFLowFairfield, IA2026-11-02
Arizona State Retirement System
35,208$313.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Strs Ohio
34,700$308.8K0.0%CoreMediumColumbus, OH2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
30,866$274.7K0.0%IndexVery LowTokyo, Mexico2026-10-20
Bfsg, LLC
25,811$229.7K0.0%CoreLowIrvine, CA2026-10-30
IFM Investors Pty Ltd
25,147$223.8K0.0%IndexVery LowMelbourne, China2026-10-14
HB Wealth Management, LLC
24,829$221.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Nisa Investment Advisors, LLC
23,032$205.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Pictet Asset Management Holding SA
22,562$200.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Achmea Investment Management B.V.
22,106$196.9K0.0%CoreMediumZeist, Philippines2026-10-30
Signaturefd, LLC
19,258$171.4K0.0%IndexLowAtlanta, GA2026-10-23
AlphaCore Capital LLC
18,570$165.3K0.0%ETFLowLa Jolla, CA2026-11-04
Evergreen Capital Management LLC
16,030$142.7K0.0%GARPMediumBellevue, WA2026-10-23
ProShare Advisors LLC
15,937$141.8K0.0%GrowthLowBethesda, MD2026-10-29
UniSuper Management Pty Ltd
14,600$129.9K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Belvedere Trading LLC
13,736$122.3K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Csenge Advisory Group
13,517$120.3K0.0%ETFMediumClearwater, FL2026-11-04
Xponance LLC
13,409$119.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
MacKenzie Financial Corp
13,080$116.4K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Parallel Advisors, LLC
10,916$97.2K0.0%IndexLowSan Francisco, CA2026-11-03
Swiss Life Asset Management Ltd
10,218$90.9K0.0%CoreLowZurich, Switzerland2026-11-03
Farther Finance Advisors, LLC
6,024$53.6K0.0%IndexLowSan Francisco, CA2026-10-08
State of Wyoming
6,000$53.4K0.0%ValueHighCheyenne, WY2026-10-28
Pflug Koory, LLC
4,676$41.6K0.0%CoreVery LowOmaha, NE2026-10-26
Gamma Investing LLC
3,904$34.7K0.0%IndexVery LowFoster City, CA2026-10-08
Assetmark, Inc
3,349$29.8K0.0%ETFLowConcord, CA2026-10-21
EverSource Wealth Advisors, LLC
2,751$24.5K0.0%CoreMediumBirmingham, AL2026-11-04
Sterling Capital Management LLC
2,471$22.0K0.0%GARPMediumCharlotte, NC2026-10-22
Spire Wealth Management
2,372$21.1K0.0%GrowthMediumMclean, VA2026-10-30
GF Fund Management Co. Ltd.
1,685$15.0K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Main Street Group, LTD
1,157$10.3K0.0%ETFMediumGlen Allen, VA2026-10-28
Laurel Wealth Advisors LLC
1,068$9.5K0.0%CoreVery LowCharlotte, NC2026-10-27
SJS Investment Consulting Inc.
989$8.8K0.0%ETFVery LowSylvania, OH2026-10-26
Key FInancial Inc
972$8.7K0.0%ETFLowWest Chester, PA2026-11-02
North Star Investment Management Corp.
900$8.0K0.0%CoreLowChicago, IL2026-10-27
Versant Capital Management, Inc
890$7.9K0.0%GARPLowPhoenix, AZ2026-10-02
Gilpin Wealth Management, LLC
848$7.5K0.0%GrowthLowDenver, CO2026-10-09
Marshall & Sterling Wealth Advisors Inc.
712$6.3K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Pinnacle Wealth Planning Services, Inc.
602$5.4K0.0%GARPLowMansfield, OH2026-10-27
Private Trust Co NA
590$5.3K0.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
473$4.2K0.0%GrowthLowTampa, FL2026-10-16
Ascentis Wealth Management, LLC
457$4.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Parkside Financial Bank & Trust
431$3.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Private Wealth Management Group, LLC
374$3.3K0.0%ETFLowPrinceton, NJ2026-10-19
Essential Partners LLC
364$3.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Mirae Asset Global Investments Co., Ltd.
196$1.7K0.0%GrowthLowSeoul, Malaysia2026-11-03
Root Financial Partners, LLC
187$1.7K0.0%ETFMediumEncinitas, CA2026-10-21
Fortitude Family Office, LLC
173$1.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Blue Trust, Inc.
67$5960.0%ETFLowBrentwood, TN2026-10-15
Caitong International Asset Management Co., Ltd
67$5960.0%GrowthVery HighHong Kong, South Korea2026-10-29
Pension & Wealth Management Advisors, Inc.
62$5520.0%ETFLowWaltham, MA2026-10-16
Center for Financial Planning, Inc.
56$4980.0%ETFLowSouthfied, MI2026-10-26
True Wealth Design, LLC
51$4540.0%ETFMediumAkron, OH2026-10-13
Breakwater Investment Management
43$3830.0%ETFLowSeattle, WA2026-10-20
MassMutual Private Wealth & Trust, FSB
40$3560.0%CoreLowSpringfield, MA2026-10-05
GHP Investment Advisors, Inc.
19$1700.0%CoreVery LowDenver, CO2026-10-15
Covestor Ltd
19$00.0%ValueHighLondon, United Kingdom2026-10-30