Institute for Wealth Management, LLC.
Position in PDM — Piedmont Realty Trust, Inc.
CIK 1533954
DENVER, CO
Position in PDM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$19,169
-$204,120 QoQ
Shares Held
2,095
-87.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 253 holders
Holding Since
Jun 2022
2 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, 2026Institute for Wealth Management, LLC. holds $86,602 across 4 REIT - Office names. PDM ranks #2 (22.1% of the industry book) .
All Filings in PDM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,169 | 2,095 | Shares | Sole | 2026-07-28 | |
| 2022-06-30 | $223,289 | 17,019 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||