Global Retirement Partners, LLC
PensionPosition in PDM — Piedmont Realty Trust, Inc.
CIK 1749744
San Rafael, CA
Position in PDM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$205,243
+$127,398 QoQ
Shares Held
22,431
+140.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#147
of 252 holders
Holding Since
Dec 2022
13 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, 2026Global Retirement Partners, LLC holds $1,192,507 across 16 REIT - Office names. PDM ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIW |
Highwoods Properties, Inc.
|
7,045 | $212,477 | |
| 2 | PDM |
Piedmont Realty Trust, Inc.
This page
|
22,431 | $205,243 | |
| 3 | BXP |
BXP, Inc.
|
2,396 | $158,878 | |
| 4 | CDP |
Copt Defense Properties
|
3,831 | $139,410 | |
| 5 | CUZ |
Cousins Properties Inc
|
4,279 | $128,284 | |
| 6 | VNO |
Vornado Realty Trust
|
2,498 | $98,171 | |
| 7 | KRC |
Kilroy Realty Corp
|
2,363 | $88,541 | |
| 8 | ARE |
Alexandria Real Estate Equities, Inc.
|
1,083 | $57,236 |
All Filings in PDM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,243 | 22,431 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $77,845 | 9,334 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $43,335 | 4,815 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $34,080 | 4,675 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $42,776 | 4,675 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $47,217 | 4,675 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $33,893 | 4,675 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $32,865 | 4,675 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $33,239 | 4,675 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $26,273 | 4,675 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $33,987 | 4,675 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $34,127 | 4,675 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $42,869 | 4,675 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||