Allworth Financial LP

Position in PDM — Piedmont Realty Trust, Inc.

CIK 1555170 FOLSOM, CA

Position in PDM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$63,157

-$18,291 QoQ

Shares Held

9,613

-1.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Mar 31, 2026

Allworth Financial LP holds $1,853,226 across 19 REIT - Office names. PDM ranks #7 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDP	Copt Defense Properties	19,696	$602,697
2	CUZ	Cousins Properties Inc	21,227	$479,093
3	ARE	Alexandria Real Estate Equities, Inc.	4,481	$208,008
4	PKST	Peakstone Realty Trust	4,982	$104,073
5	BXP	BXP, Inc.	1,491	$77,382
6	SLG	Sl Green Realty Corp	2,055	$75,911
7	PDM	Piedmont Realty Trust, Inc. This page	9,613	$63,157
8	DEA	Easterly Government Properties, Inc.	2,725	$58,396

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$63,157	9,613	-1.6%	Shares	Sole	2026-05-15
2025-12-31	$81,448	9,766	+12.7%	Shares	Sole	2026-02-05
2025-09-30	$78,021	8,669	+0.2%	Shares	Sole	2025-12-02
2025-06-30	$63,058	8,650	-2.7%	Shares	Sole	2025-08-07
2025-03-31	$65,504	8,888	+5.3%	Shares	Sole	2025-04-30
2024-12-31	$77,198	8,437	-4.5%	Shares	Sole	2025-01-30
2024-09-30	$89,193	8,831	+4.3%	Shares	Sole	2024-10-23
2024-06-30	$61,400	8,469	+5.1%	Shares	Sole	2024-07-24
2024-03-31	$56,668	8,061	-49.6%	Shares	Sole	2024-04-25
2023-12-31	$113,703	15,992	+13.3%	Shares	Sole	2024-01-24
2023-09-30	$79,309	14,112	-1.8%	Shares	Sole	2023-10-31
2023-06-30	$104,484	14,372	+10.4%	Shares	Sole	2023-07-18
2023-03-31	$95,038	13,019	-0.5%	Shares	Sole	2023-04-18
2022-12-31	$119,980	13,084	+1.8%	Shares	Sole	2023-01-13
2022-09-30	$135,685	12,849	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$167,949	12,801	0.0%	Shares	Sole	2022-07-13
2022-03-31	$220,433	12,801	-0.2%	Shares	Sole	2022-04-22
2021-12-31	$235,741	12,826	+1.3%	Shares	Sole	2022-01-21
2021-09-30	$220,750	12,665	0.0%	Shares	Sole	2021-11-02
2021-06-30	$233,922	12,665	-18.2%	Shares	Sole	2021-08-02
2021-03-31	$269,078	15,491	+376.5%	Shares	Sole	2021-04-29
2020-12-31	$52,763	3,251	-9.6%	Shares	Sole	2021-01-26
2020-09-30	$48,824	3,598	0.0%	Shares	Sole	2020-11-03
2020-06-30	$59,762	3,598	+85.7%	Shares	Sole	2020-07-24
2020-03-31	$34,225	1,938	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.