Position in PDM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,621,892
+$480,210 QoQ
Shares Held
177,256
+2.0% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 251 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $20,175,787 across 17 REIT - Office names. PDM ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXP |
BXP, Inc.
|
60,170 | $3,989,872 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
73,142 | $3,865,554 | |
| 3 | KRC |
Kilroy Realty Corp
|
46,159 | $1,729,577 | |
| 4 | PSTL |
Postal Realty Trust, Inc.
|
67,969 | $1,674,756 | |
| 5 | PDM |
Piedmont Realty Trust, Inc.
This page
|
177,256 | $1,621,892 | |
| 6 | SLG |
Sl Green Realty Corp
|
25,110 | $1,299,944 | |
| 7 | VNO |
Vornado Realty Trust
|
24,926 | $979,591 | |
| 8 | CDP |
Copt Defense Properties
|
26,266 | $955,819 |
All Filings in PDM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,621,892 | 177,256 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,141,682 | 173,772 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,475,129 | 176,874 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,499,418 | 166,602 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,056,568 | 144,934 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,005,201 | 136,391 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,300,745 | 142,158 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,536,917 | 152,170 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,000,739 | 138,033 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,062,535 | 151,143 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,124,610 | 158,173 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $839,628 | 149,400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,091,794 | 150,178 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,052,572 | 144,188 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,167,561 | 127,324 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,347,181 | 127,574 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,653,828 | 126,054 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,469,916 | 85,361 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,665,687 | 90,625 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,610,497 | 92,398 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,704,725 | 92,297 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,452,201 | 83,604 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,511,451 | 93,127 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,242,455 | 91,559 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,548,035 | 93,199 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,768,030 | 100,115 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||