Arkadios Wealth Advisors

Position in PDM — Piedmont Realty Trust, Inc.

CIK 1800798 ATLANTA, GA

Position in PDM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$120,715

+$39,393 QoQ

Shares Held

13,193

+6.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#173

of 253 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Arkadios Wealth Advisors holds $2,130,644 across 5 REIT - Office names. PDM ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARE	Alexandria Real Estate Equities, Inc.	12,523	$661,840
2	CDP	Copt Defense Properties	15,942	$580,129
3	CUZ	Cousins Properties Inc	18,538	$555,769
4	BXP	BXP, Inc.	3,200	$212,191
5	PDM	Piedmont Realty Trust, Inc. This page	13,193	$120,715

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$120,715	13,193	+6.6%	Shares	Sole	2026-08-10
2026-03-31	$81,322	12,378	-1.5%	Shares	Sole	2026-05-18
2025-12-31	$104,832	12,570	-1.2%	Shares	Sole	2026-02-13
2025-09-30	$114,471	12,719	-2.2%	Shares	Sole	2025-10-29
2025-06-30	$94,827	13,008	+0.0%	Shares	Sole	2025-08-04
2025-03-31	$95,824	13,002	+13.0%	Shares	Sole	2025-05-08
2024-12-31	$105,243	11,502	+420.0%	Shares	Sole	2025-01-15
2021-09-30	$38,555	2,212	0.0%	Shares	Sole	2021-10-19
2021-06-30	$40,855	2,212	0.0%	Shares	Sole	2021-07-28
2021-03-31	$38,422	2,212	0.0%	Shares	Sole	2021-04-26
2020-12-31	$35,900	2,212	0.0%	Shares	Sole	2021-02-09
2020-09-30	$30,016	2,212	0.0%	Shares	Sole	2020-11-10
2020-06-30	$36,741	2,212	0.0%	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.