JPL Wealth Management, LLC
Position in PDM — Piedmont Realty Trust, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in PDM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,921
+$542 QoQ
Shares Held
210
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 252 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026JPL Wealth Management, LLC holds $37,740 across 14 REIT - Office names. PDM ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRC |
Kilroy Realty Corp
|
245 | $9,180 | |
| 2 | BXP |
BXP, Inc.
|
106 | $7,028 | |
| 3 | CUZ |
Cousins Properties Inc
|
183 | $5,485 | |
| 4 | HIW |
Highwoods Properties, Inc.
|
163 | $4,915 | |
| 5 | PSTL |
Postal Realty Trust, Inc.
|
143 | $3,523 | |
| 6 | VNO |
Vornado Realty Trust
|
78 | $3,065 | |
| 7 | PDM |
Piedmont Realty Trust, Inc.
This page
|
210 | $1,921 | |
| 8 | SLG |
Sl Green Realty Corp
|
19 | $982 |
All Filings in PDM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,921 | 210 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,379 | 210 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $1,890 | 210 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||