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 276 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $827 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
1,800
shares
|
$12,816
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,655
shares
|
$11,783
0.0% of portfolio
|
Q3 2025
Added 39.54%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,636
shares
|
$11,648
0.01% of portfolio
|
Q1 2024
Added 27166.67%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,269
shares
|
$9,035
0.02% of portfolio
|
Q2 2023
Added 1.76%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
1,268
shares
|
$9,028
0.0% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
1,212
shares
|
$8,629
0.0% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,030
shares
|
$7,333
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
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
|
Nov 05, 2025 Q3 2025 |
972
shares
|
$6,920
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
900
shares
|
$6,408
0.0% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
756
shares
|
$5,382
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
712
shares
|
$5,069
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
688
shares
|
$4,898
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
668
shares
|
$4,756
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
590
shares
|
$4,200
0.0% of portfolio
|
Q3 2025
Reduced 18.06%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
587
shares
|
$4,179
0.0% of portfolio
|
Q3 2025
Added 487.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
564
shares
|
$4,015
0.0% of portfolio
|
Q3 2025
Added 47.64%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
561
shares
|
$3,994
0.0% of portfolio
|
Q2 2023
Added 3.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
476
shares
|
$3,389
0.0% of portfolio
|
Q3 2025
Reduced 26.77%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
438
shares
|
$3,118
0.0% of portfolio
|
Q3 2025
Reduced 14.45%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
436
shares
|
$3,104
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
374
shares
|
$2,662
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
320
shares
|
$2,278
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
279
shares
|
$1,986
0.0% of portfolio
|
Q3 2025
Added 46.84%
|
|