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PDM · Piedmont Realty Trust, Inc. · Held by Funds

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$9.18 -0.06 (-0.65%) At close · Oct 28 Q3 2026 earnings call transcript
Russell 2000 member Rebalance outlook locked
Market Cap
$1.14B
Shares
123.82M
Volume · Oct 28 1.76M Avg daily vol (3M) 1.46M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of PDM by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 25.25% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.99% 6,177,112
Index ETFs 20.26% 25,085,344
Active ETFs 1.35% 1,673,406
Active funds 12.63% 15,633,989
Unclassified 0.03% 33,537
All registered funds 39.25% 48,603,388
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding PDM

246 fund positions
Fund Balance Value % of Fund Open
VANGUARD REAL ESTATE INDEX FUND 4,757,226 $46,097,520 0.06%
VANGUARD TOTAL STOCK MARKET INDEX FUND 3,992,779 $36,533,928 0.00%
iShares Russell 2000 ETF 3,306,225 $30,251,959 0.04%
VANGUARD SMALL-CAP INDEX FUND 2,864,267 $26,208,043 0.01%
DWS RREEF Real Assets Fund 1,880,500 $17,206,575 0.37%
VANGUARD SMALL-CAP VALUE INDEX FUND 1,816,236 $16,618,559 0.02%
Fidelity Small Cap Index Fund 1,393,183 $13,499,943 0.04%
VANGUARD EXTENDED MARKET INDEX FUND 1,443,002 $13,203,468 0.01%
Columbia Small Cap Value Discovery Fund 1,188,891 $11,520,354 0.46%
iShares Russell 2000 Value ETF 1,182,388 $10,818,850 0.07%
Small Cap Equity Portfolio 1,102,919 $10,687,285 1.03%
Schwab U.S. REIT ETF 985,482 $9,431,063 0.08%
VANGUARD STRATEGIC EQUITY FUND 1,022,627 $9,357,037 0.08%
Cohen & Steers Real Estate Active ETF 972,577 $8,899,080 2.02%
VANGUARD REAL ESTATE II INDEX FUND 834,073 $8,082,167 0.07%
Schwab Fundamental U.S. Small Company ETF 785,978 $7,521,809 0.08%
Strategic Advisers U.S. Total Stock Fund 784,400 $7,506,708 0.01%
ClearBridge Small Cap Fund 743,200 $7,201,608 1.02%
CBRE Global Real Estate Income Fund 696,892 $6,376,562 0.92%
VANGUARD EXPLORER VALUE FUND 762,576 $6,337,007 0.51%
DWS RREEF Real Estate Securities Fund 628,039 $5,746,557 0.62%
Schwab U.S. Small-Cap ETF 598,726 $5,729,808 0.03%
Fidelity Extended Market Index Fund 563,817 $5,395,729 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 638,777 $5,308,237 0.03%
HARTFORD SMALL CAP VALUE FUND 492,573 $4,773,032 1.56%
DFA Global Real Estate Securities Portfolio 467,177 $4,526,945 0.06%
iShares Core U.S. REIT ETF 464,963 $4,505,491 0.10%
Applied Finance Explorer Fund 455,799 $4,416,692 0.42%
MFS Blended Research Small Cap Equity Fund 445,935 $4,267,598 1.32%
Schwab Small-Cap Equity Fund 357,657 $3,465,696 0.53%
iShares Global REIT ETF 339,440 $3,289,174 0.06%
Schwab Small-Cap Index Fund 308,512 $2,989,481 0.04%
JPMorgan Small Cap Value Fund 279,794 $2,560,115 0.19%
Fidelity Real Estate Index Fund 259,176 $2,511,415 0.08%
AMG GW&K Small Cap Value Fund 262,710 $2,403,797 1.01%
Dimensional Global Real Estate ETF 243,043 $2,355,087 0.06%
Schwab Global Real Estate Fund 244,409 $2,338,994 0.88%
Bridge Builder Small/Mid Cap Value Fund 251,634 $2,302,451 0.02%
Fidelity Total Market Index Fund 230,596 $2,206,804 0.00%
DFA REAL ESTATE SECURITIES PORTFOLIO 226,760 $2,197,304 0.03%
Goldman Sachs Small Cap Value Insights Fund 225,514 $2,185,231 0.17%
Master Small Cap Index Series 237,277 $2,171,085 0.04%
Orinda Income Opportunities Fund 125,328 $2,135,589 1.35%
JPMorgan BetaBuilders MSCI US REIT ETF 220,223 $2,107,534 0.17%
VANGUARD MARKET NEUTRAL FUND 228,059 $2,086,740 0.35%
LVIP Nomura U.S. REIT Fund 217,077 $1,986,255 0.51%
State Street(R) SPDR(R) Dow Jones(R) REIT ETF 216,668 $1,982,512 0.11%
Schwab Fundamental U.S. Small Company Index Fund 203,846 $1,975,268 0.08%
Columbia Variable Portfolio - Small Cap Value Discovery Fund 215,132 $1,968,458 0.44%
Tax-Managed Real Assets Fund 202,088 $1,958,233 0.14%
Showing 1–50 of 246 positions
Key facts CIK 1042776 CUSIP 720190206 13F (30d) 52 filings 48 filers Visit website Investor relations