Position in PDM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$97,804
+$9,034 QoQ
Shares Held
10,689
+0.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#183
of 252 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Ballentine Partners, LLC holds $3,175,158 across 6 REIT - Office names. PDM ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSTL |
Postal Realty Trust, Inc.
|
43,144 | $1,063,068 | |
| 2 | BXP |
BXP, Inc.
|
12,668 | $840,014 | |
| 3 | CUZ |
Cousins Properties Inc
|
16,697 | $500,576 | |
| 4 | KRC |
Kilroy Realty Corp
|
9,160 | $343,223 | |
| 5 | VNO |
Vornado Realty Trust
|
8,409 | $330,473 | |
| 6 | PDM |
Piedmont Realty Trust, Inc.
This page
|
10,689 | $97,804 |
All Filings in PDM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,804 | 10,689 | Shares | Other | 2026-07-17 | |
| 2025-12-31 | $88,770 | 10,644 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $102,285 | 11,365 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $80,596 | 11,056 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $82,233 | 11,158 | Shares | Other | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||