Position in PDM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,295,383
+$372,942 QoQ
Shares Held
141,572
+0.8% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 253 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $21,337,734 across 10 REIT - Office names. PDM ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXP |
BXP, Inc.
|
86,226 | $5,717,646 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
89,114 | $4,709,674 | |
| 3 | KRC |
Kilroy Realty Corp
|
89,468 | $3,352,365 | |
| 4 | CUZ |
Cousins Properties Inc
|
89,386 | $2,679,792 | |
| 5 | HIW |
Highwoods Properties, Inc.
|
67,136 | $2,024,821 | |
| 6 | PDM |
Piedmont Realty Trust, Inc.
This page
|
141,572 | $1,295,383 | |
| 7 | VNO |
Vornado Realty Trust
|
16,266 | $639,253 | |
| 8 | DEA |
Easterly Government Properties, Inc.
|
18,167 | $452,903 |
All Filings in PDM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,295,383 | 141,572 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $922,441 | 140,402 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,276,320 | 153,036 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $150,669 | 16,741 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $125,730 | 17,247 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||