Position in PDM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$861,390
+$278,441 QoQ
Shares Held
94,141
+6.1% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#82
of 253 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $2,711,551 across 3 REIT - Office names. PDM ranks #2 (31.8% of the industry book) .
All Filings in PDM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,390 | 94,141 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $582,949 | 88,729 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $746,563 | 89,516 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $808,020 | 89,780 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $662,063 | 90,818 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $864,368 | 117,282 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $528,147 | 57,721 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $640,420 | 63,408 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $471,634 | 65,053 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $432,752 | 61,558 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $461,303 | 64,881 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $396,474 | 70,547 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $408,515 | 56,192 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $396,857 | 54,364 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $487,788 | 53,194 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $338,902 | 32,093 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $356,614 | 27,181 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $549,059 | 31,885 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $584,925 | 31,824 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $549,620 | 31,533 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $582,414 | 31,533 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $498,553 | 28,702 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $304,049 | 22,406 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||