Position in PDM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$81,322
-$23,510 QoQ
Shares Held
12,378
-1.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026Arkadios Wealth Advisors holds $2,347,569 across 6 REIT - Office names. PDM ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMCT |
Creative Media & Community Trust Corp
|
88,590 | $540,399 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
10,827 | $502,588 | |
| 3 | CUZ |
Cousins Properties Inc
|
21,509 | $485,457 | |
| 4 | CDP |
Copt Defense Properties
|
15,261 | $466,986 | |
| 5 | PKST |
Peakstone Realty Trust
|
12,964 | $270,817 | |
| 6 | PDM |
Piedmont Realty Trust, Inc.
This page
|
12,378 | $81,322 |
All Filings in PDM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,322 | 12,378 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $104,832 | 12,570 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $114,471 | 12,719 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $94,827 | 13,008 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $95,824 | 13,002 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $105,243 | 11,502 | Shares | Sole | 2025-01-15 | |
| 2021-09-30 | $38,555 | 2,212 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $40,855 | 2,212 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $38,422 | 2,212 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $35,900 | 2,212 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $30,016 | 2,212 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $36,741 | 2,212 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $39,063 | 2,212 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||