Position in PDM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,461
+$694 QoQ
Shares Held
269
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#233
of 252 holders
Holding Since
Dec 2022
15 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, 2026NewEdge Advisors, LLC holds $1,403,560 across 11 REIT - Office names. PDM ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
11,957 | $631,927 | |
| 2 | SLG |
Sl Green Realty Corp
|
4,648 | $240,626 | |
| 3 | BXP |
BXP, Inc.
|
3,541 | $234,803 | |
| 4 | VNO |
Vornado Realty Trust
|
5,641 | $221,691 | |
| 5 | CDP |
Copt Defense Properties
|
1,224 | $44,541 | |
| 6 | CUZ |
Cousins Properties Inc
|
818 | $24,523 | |
| 7 | PDM |
Piedmont Realty Trust, Inc.
This page
|
269 | $2,461 | |
| 8 | NLOP |
Net Lease Office Properties
|
115 | $1,279 |
All Filings in PDM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,461 | 269 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,767 | 269 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,243 | 269 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,421 | 269 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,961 | 269 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,982 | 269 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,461 | 269 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,716 | 269 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,950 | 269 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $5,708 | 812 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,529 | 1,481 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,422 | 431 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,133 | 431 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,146 | 431 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,465 | 2,777 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||