PDM · Piedmont Realty Trust, Inc. · Shareholders & Ownership
$9.24
-0.37 (-3.85%)
At close · Oct 27
Return incl. dividend (before tax)
Q3 2026 earnings call transcript
Market Cap
$1.19B
Shares
123.82M
Volume · Oct 27
2.12M
Avg daily vol (3M)
1.44M
Every disclosed holder of PDM in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns PDM
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 117,117,737 | 94.58% |
| Insiders (Forms 3, 4, 5) | 1,831,647 | 1.48% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 4,875,291 | 3.94% |
| Registered funds (N-PORT, not summed) | 49,543,168 | 40.01% |
Shares outstanding: 123,824,675, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of PDM
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,297,139 | ||
| 1.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
3,306,225 | ||
| 1.2 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,182,388 | ||
| 1.3 |
iShares Core U.S. REIT ETF
Fund
S000015627 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
464,963 | ||
| 1.4 |
iShares Global REIT ETF
Fund
S000045649 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
339,440 | ||
| 1.5 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
237,277 | ||
| 2 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,682,795 | ||
| 3 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,088,690 | ||
| 3.1 |
COHEN & STEERS, INC.
13G
CIK 1284812 · Investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
8,088,690 | ||
| 3.2 |
Cohen & Steers Real Estate Active ETF
Fund
S000088341 · Registered fund · Jun 30, 2026
Cohen & Steers ETF Trust, not summed
|
972,577 | ||
| 4 |
DEUTSCHE BANK AG\
13F
CIK 948046 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,728,312 | ||
| 4.1 |
DWS RREEF Real Assets Fund
Fund
S000032019 · Registered fund · Jun 30, 2026
DEUTSCHE DWS MARKET TRUST, not summed
|
1,880,500 | ||
| 4.2 |
DWS RREEF Real Estate Securities Fund
Fund
S000032045 · Registered fund · Jun 30, 2026
DEUTSCHE DWS SECURITIES TRUST, not summed
|
628,039 | ||
| 4.3 |
DWS RREEF Global Real Estate Securities Fund
Fund
S000032044 · Registered fund · Jun 30, 2026
DEUTSCHE DWS SECURITIES TRUST, not summed
|
103,272 | ||
| 4.4 |
DWS Small Cap Index VIP
Fund
S000006223 · Registered fund · Jun 30, 2026
DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
|
19,406 | ||
| 5 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,566,973 | ||
| 6 |
|
5,273,638 | ||
| 6.1 |
State Street(R) SPDR(R) Dow Jones(R) REIT ETF
Fund
S000006976 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
216,668 | ||
| 6.2 |
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF
Fund
S000021764 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
|
90,627 | ||
| 6.3 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
42,905 | ||
| 6.4 |
State Street Real Estate Securities V.I.S. Fund
Fund
S000001638 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
4,770 | ||
| 6.5 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
3,204 | ||
| 7 |
WILSEY ASSET MANAGEMENT INC
13F
CIK 1598379 · Registered investment adviser · Sep 30, 2026
|
4,939,487 | ||
| 8 |
VANGUARD REAL ESTATE INDEX FUND
Fund
S000002924 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
|
4,757,226 | ||
| 9 |
PRIVATE MANAGEMENT GROUP INC
13F
CIK 1142031 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,075,439 | ||
| 10 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
3,992,779 | ||
| 11 |
LSV ASSET MANAGEMENT
13F
CIK 1050470 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,835,454 | ||
| 12 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,527,442 | ||
| 13 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,383,229 | ||
| 13.1 |
Schwab U.S. REIT ETF
Fund
S000030518 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
985,482 | ||
| 13.2 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
785,978 | ||
| 13.3 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
598,726 | ||
| 13.4 |
Schwab Small-Cap Equity Fund
Fund
S000005516 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
357,657 | ||
| 13.5 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
308,512 | ||
| 14 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,350,794 | ||
| 15 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,864,267 | ||
| 16 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,981,922 | ||
| 17 |
DONALD SMITH & CO., INC.
13F
CIK 814375 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,944,080 | ||
| 18 |
SYSTEMATIC FINANCIAL MANAGEMENT LP
13F
CIK 1085936 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,854,766 | ||
| 19 |
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund
S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,816,236 | ||
| 20 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,705,645 | ||
| 20.1 |
Columbia Small Cap Value Discovery Fund
Fund
S000012102 · Registered fund · Jul 31, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
|
1,188,891 | ||
| 20.2 |
Columbia Variable Portfolio - Small Cap Value Discovery Fund
Fund
S000012561 · Registered fund · Jun 30, 2026
COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
|
215,132 | ||
| 20.3 |
CTIVP - CenterSquare Real Estate Fund
Fund
S000028695 · Registered fund · Jun 30, 2026
Columbia Funds Variable Series Trust II, not summed
|
35,690 | ||
| 20.4 |
Columbia Real Estate Equity Fund
Fund
S000012072 · Registered fund · Jun 30, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
|
12,065 | ||
| 20.5 |
Columbia Adaptive Risk Allocation Fund
Fund
S000037262 · Registered fund · May 31, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
|
6,109 | ||
| 21 |
Universal- Beteiligungs- und Servicegesellschaft mbH
13F
CIK 2057170 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,682,483 | ||
| 22 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,576,805 | ||
| 22.1 |
FlexShares Global Quality Real Estate Index Fund
Fund
S000043008 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
123,890 | ||
| 22.2 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
65,132 | ||
| 22.3 |
Global Real Estate Index Fund
Fund
S000012717 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
47,890 | ||
| 22.4 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
21,702 | ||
| 22.5 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
14,486 | ||
| 23 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC
13F
CIK 1725296 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,537,347 | ||
| 24 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,443,002 | ||
| 25 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,298,196 | ||
| 25.1 |
DFA Global Real Estate Securities Portfolio
Fund
S000021884 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
467,177 | ||
| 25.2 |
Dimensional Global Real Estate ETF
Fund
S000078988 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
243,043 | ||
| 25.3 |
DFA REAL ESTATE SECURITIES PORTFOLIO
Fund
S000000949 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
226,760 | ||
| 25.4 |
Dimensional US Real Estate ETF
Fund
S000075150 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
165,501 | ||
| 26 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,275,689 | ||
| 27 |
GLENMEDE TRUST CO NA
13F
CIK 314949 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,240,317 | ||
| 28 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F
CIK 1238990 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,153,153 | ||
| 29 |
Small Cap Equity Portfolio
Fund
S000006383 · Registered fund · Jul 31, 2026
GLENMEDE FUND INC, not summed
|
1,102,919 | ||
| 30 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,074,832 | ||
| 30.1 |
Goldman Sachs Small Cap Value Insights Fund
Fund
S000014929 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
225,514 | ||
| 30.2 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
|
82,728 | ||
| 30.3 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
5,707 | ||
| 31 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,036,345 | ||
| 32 |
VANGUARD STRATEGIC EQUITY FUND
Fund
S000002593 · Registered fund · Jun 30, 2026
VANGUARD HORIZON FUNDS, not summed
|
1,022,627 | ||
| 33 |
Russell Investments Group, Ltd.
13F
CIK 1692234 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,005,680 | ||
| 33.1 |
Tax-Managed Real Assets Fund
Fund
S000064943 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
202,088 | ||
| 33.2 |
Global Real Estate Securities Fund
Fund
S000006866 · Registered fund · Jun 30, 2026
RUSSELL INVESTMENT FUNDS, not summed
|
187,696 | ||
| 33.3 |
Global Real Estate Securities Fund
Fund
S000001579 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
80,242 | ||
| 33.4 |
U.S. Small Cap Equity Fund
Fund
S000006864 · Registered fund · Jun 30, 2026
RUSSELL INVESTMENT FUNDS, not summed
|
1,838 | ||
| 34 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
980,523 | ||
| 34.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
659 | ||
| 35 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
CIK 861177 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
935,518 | ||
| 36 |
VANGUARD REAL ESTATE II INDEX FUND
Fund
S000059086 · Registered fund · Jul 31, 2026
VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
|
834,073 | ||
| 37 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
830,143 | ||
| 38 |
Clearbridge Investments, LLC
13F
CIK 1348883 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
780,641 | ||
| 39 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
13F
CIK 1033984 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
778,322 | ||
| 40 |
VANGUARD EXPLORER VALUE FUND
Fund
S000028087 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
762,576 | ||
| 41 |
ClearBridge Small Cap Fund
Fund
S000036165 · Registered fund · Jul 31, 2026
Legg Mason Global Asset Management Trust, not summed
|
743,200 | ||
| 42 |
Smith Christopher Brent
Insider
CIK 1657666 · Feb 23, 2026
Director, President & Chief Exec. Off, issuer-wide
|
694,746 | ||
| 43 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
683,216 | ||
| 44 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
CIK 912938 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
679,845 | ||
| 44.1 |
MFS Blended Research Small Cap Equity Fund
Fund
S000050659 · Registered fund · Aug 31, 2026
MFS SERIES TRUST X, not summed
|
445,935 | ||
| 44.2 |
MFS Blended Research Small Cap Equity Portfolio
Fund
S000008071 · Registered fund · Jun 30, 2026
MFS VARIABLE INSURANCE TRUST III, not summed
|
111,623 | ||
| 45 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
638,777 | ||
| 46 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
13F
CIK 1367401 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
579,001 | ||
| 47 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
543,766 | ||
| 48 |
WOLVERINE ASSET MANAGEMENT LLC
13F
CIK 1279891 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
539,513 | ||
| 49 |
HARTFORD SMALL CAP VALUE FUND
Fund
S000003592 · Registered fund · Jul 31, 2026
HARTFORD MUTUAL FUNDS, INC, not summed
|
492,573 | ||
| 50 |
Nepsis Inc.
13F
CIK 1587643 · Registered investment adviser · Sep 30, 2026
|
489,139 |
22 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 376 holders
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Key facts
CIK
1042776
CUSIP
720190206
13F (30d)
48 filings
44 filers
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