Position in PDM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,398
-$5,475 QoQ
Shares Held
590
-64.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
of 252 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026PRIVATE TRUST CO NA holds $205,566 across 12 REIT - Office names. PDM ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLG |
Sl Green Realty Corp
|
1,887 | $97,689 | |
| 2 | CUZ |
Cousins Properties Inc
|
1,944 | $58,281 | |
| 3 | VNO |
Vornado Realty Trust
|
264 | $10,375 | |
| 4 | BXP |
BXP, Inc.
|
154 | $10,211 | |
| 5 | ARE |
Alexandria Real Estate Equities, Inc.
|
177 | $9,354 | |
| 6 | PDM |
Piedmont Realty Trust, Inc.
This page
|
590 | $5,398 | |
| 7 | KRC |
Kilroy Realty Corp
|
123 | $4,608 | |
| 8 | HIW |
Highwoods Properties, Inc.
|
136 | $4,101 |
All Filings in PDM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,398 | 590 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $10,873 | 1,655 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $13,802 | 1,655 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $14,895 | 1,655 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $8,645 | 1,186 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $9,404 | 1,276 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $14,319 | 1,565 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $15,806 | 1,565 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,346 | 1,565 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $11,001 | 1,565 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $11,127 | 1,565 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $5,985 | 1,065 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $10,723 | 1,475 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $7,774 | 1,065 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $12,241 | 1,335 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $11,246 | 1,065 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $13,972 | 1,065 | Shares | Defined | 2022-09-16 | |
| No filing history on record for this holder in this stock. | ||||||