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Equibles

Merit Financial Group, LLC

Position in PDM — Piedmont Realty Trust, Inc.

CIK 1621225 ALPHARETTA, GA
Back to PDM Full portfolio

Position in PDM

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$621,357
+$178,291 QoQ
Shares Held
67,908
+0.7% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#95
of 253 holders
Holding Since
Mar 2020
26 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, 2026

Merit Financial Group, LLC holds $9,730,606 across 10 REIT - Office names. PDM ranks #5 (6.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARE
Alexandria Real Estate Equities, Inc.
 69,096 $3,651,722
2 BXP
BXP, Inc.
 46,132 $3,059,009
3 KRC
Kilroy Realty Corp
 24,094 $902,800
4 VNO
Vornado Realty Trust
 18,661 $733,374
5 PDM
Piedmont Realty Trust, Inc.
This page 		67,908 $621,357
6 HPP
Hudson Pacific Properties, Inc.
 17,534 $266,340
7 CUZ
Cousins Properties Inc
 7,148 $214,295
8 DEI
Douglas Emmett Inc
 13,032 $153,777

All Filings in PDM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $621,357 67,908
2026-03-31 $443,066 67,438
2025-12-31 $561,214 67,292
2025-09-30 $593,424 65,936
2025-06-30 $487,598 66,886
2025-03-31 $467,029 63,369
2024-12-31 $577,895 63,158
2024-09-30 $663,448 65,688
2024-06-30 $449,101 61,945
2024-03-31 $435,241 61,912
2023-12-31 $438,950 61,737
2023-09-30 $370,211 65,874
2023-06-30 $479,660 65,978
2023-03-31 $481,164 65,913
2022-12-31 $604,422 65,913
2022-09-30 $725,250 68,679
2022-06-30 $861,564 65,668
2022-03-31 $1,130,802 65,668
2021-12-31 $1,170,217 63,668
2021-09-30 $1,131,886 64,939
2021-06-30 $1,206,257 65,309
2021-03-31 $1,020,748 58,765
2020-12-31 $1,069,297 65,884
2020-09-30 $884,438 65,176
2020-06-30 $1,082,573 65,176
2020-03-31 $1,092,571 61,867