Position in PDM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$338,202
+$107,832 QoQ
Shares Held
36,962
+5.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 252 holders
Holding Since
Mar 2024
10 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, 2026Cetera Investment Advisers holds $10,608,995 across 15 REIT - Office names. PDM ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXP |
BXP, Inc.
|
42,098 | $2,791,518 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
36,416 | $1,924,585 | |
| 3 | CUZ |
Cousins Properties Inc
|
52,404 | $1,571,071 | |
| 4 | VNO |
Vornado Realty Trust
|
21,967 | $863,303 | |
| 5 | KRC |
Kilroy Realty Corp
|
20,816 | $779,975 | |
| 6 | SLG |
Sl Green Realty Corp
|
13,359 | $691,595 | |
| 7 | HIW |
Highwoods Properties, Inc.
|
20,385 | $614,811 | |
| 8 | PDM |
Piedmont Realty Trust, Inc.
This page
|
36,962 | $338,202 |
All Filings in PDM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,202 | 36,962 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $230,370 | 35,064 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $308,346 | 36,972 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $358,119 | 39,791 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $315,547 | 43,285 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $270,346 | 36,682 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $340,855 | 37,252 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $298,434 | 29,548 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $219,058 | 30,215 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $207,947 | 29,580 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||