Position in PDM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$21,703
+$6,119 QoQ
Shares Held
2,372
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#200
of 252 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $72,787 across 6 REIT - Office names. PDM ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUZ |
Cousins Properties Inc
|
875 | $26,232 | |
| 2 | PDM |
Piedmont Realty Trust, Inc.
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|
2,372 | $21,703 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
|
235 | $12,419 | |
| 4 | BXP |
BXP, Inc.
|
161 | $10,675 | |
| 5 | NLOP |
Net Lease Office Properties
|
93 | $1,035 | |
| 6 | HIW |
Highwoods Properties, Inc.
|
24 | $723 |
All Filings in PDM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,703 | 2,372 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $15,584 | 2,372 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $35,962 | 4,312 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $91,989 | 10,221 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $75,531 | 10,361 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $80,369 | 10,905 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $96,669 | 10,565 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $118,735 | 11,756 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $85,231 | 11,756 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $86,440 | 12,296 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $87,424 | 12,296 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $65,900 | 11,726 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $75,360 | 10,366 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $73,481 | 10,066 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $48,426 | 5,281 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $45,576 | 4,316 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $90,226 | 6,877 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $143,356 | 8,325 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $153,013 | 8,325 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $145,104 | 8,325 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $153,762 | 8,325 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $146,342 | 8,425 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||