Piedmont Office Realty Trust Ownership | Who Owns Piedmont Office Realty Trust?

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Piedmont Office Realty Trust Ownership Summary

Piedmont Office Realty Trust is owned by 87.09% institutional investors, 1.33% insiders, and 11.58% retail investors. Vanguard group is the largest institutional shareholder, holding 15.60% of PDM shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.93% of its assets in Piedmont Office Realty Trust shares.

PDM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Piedmont Office Realty Trust	87.09%	1.33%	11.58%
Sector	Real Estate Stocks	66.62%	8.14%	25.24%
Industry	Office REIT Stocks	78.89%	4.14%	16.98%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	19.31M	15.60%	$140.03M
Blackrock	16.93M	13.67%	$122.73M
State street	5.52M	4.46%	$40.01M
Private management group	4.62M	3.73%	$33.49M
Lsv asset management	4.49M	3.63%	$32.56M
Wilsey asset management	3.90M	3.15%	$28.27M
Charles schwab investment management	3.18M	2.57%	$23.03M
Geode capital management	3.17M	2.56%	$22.97M
Fuller & thaler asset management	2.83M	2.29%	$20.52M
Morgan stanley	2.24M	1.81%	$16.25M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Wilsey asset management	3.90M	5.94%	$28.27M
Dc investments management	917.09K	5.60%	$6.65M
Vision capital	2.14M	2.52%	$15.50M
Private management group	4.62M	1.29%	$33.49M
Sowa financial group	171.33K	0.94%	$1.24M
Systematic financial management lp	1.11M	0.25%	$8.08M
Cbre investment management listed real assets	1.33M	0.18%	$9.63M
Rfg	58.69K	0.16%	$425.47K
Arrow investment advisors	22.24K	0.15%	$161.25K
Fuller & thaler asset management	2.83M	0.09%	$20.52M

Top Buyers

Holder	Shares	% Assets	Change
Vision capital	2.14M	2.52%	2.14M
Wilsey asset management	3.90M	5.94%	1.30M
Hudson bay capital management lp	1.18M	0.04%	1.18M
Marshall wace, llp	914.09K	0.01%	901.29K
Norges bank	558.89K	0.00%	558.89K

Top Sellers

Holder	Shares	% Assets	Change
Man group	239.34K	0.00%	-1.67M
Ubs asset management americas	195.38K	0.00%	-724.38K
Exoduspoint capital management, lp	-	-	-704.81K
Charles schwab investment management	3.18M	0.00%	-472.48K
Ubs oconnor	-	-	-467.90K

New Positions

Holder	Shares	% Assets	Change	Value
Vision capital	2.14M	2.52%	2.14M	$15.50M
Hudson bay capital management lp	1.18M	0.04%	1.18M	$8.58M
Norges bank	558.89K	0.00%	558.89K	$4.05M
Modern wealth management	70.04K	0.04%	70.04K	$507.76K
Corebridge financial	66.42K	0.00%	66.42K	$481.57K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-28.00
Gps wealth strategies group	-55.00
Avion wealth	-89.00
Northwest financial advisors	-162.00
Corecap advisors	-279.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	239	4.82%	107,991,557	1.64%	87	1.19%	116	0.87%	75	-
Jun 30, 2024	226	-5.04%	106,238,274	0.92%	85	1.19%	113	2.73%	75	-10.71%
Mar 31, 2024	238	0.85%	105,268,508	0.78%	85	1.19%	110	0.92%	84	-3.45%
Dec 31, 2023	236	-0.42%	104,456,986	0.72%	84	1.20%	109	4.81%	87	-2.25%
Sep 30, 2023	237	-3.27%	103,710,492	-1.96%	83	1.15%	104	-24.64%	89	34.85%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	4.87M	3.93%	-17.84K
Vanguard Total Stock Mkt Idx Inv	3.88M	3.13%	-49.82K
iShares Russell 2000 ETF	3.63M	2.93%	-7.59K
Vanguard Small Cap Index	3.11M	2.51%	6.10K
FullerThaler Behavioral Small-Cap Equity	2.66M	2.14%	-
FullerThaler Behavioral Sm-Cp Eq R6	2.66M	2.14%	-
Vanguard Small Cap Value Index Inv	2.10M	1.69%	-724.00
Vanguard Institutional Extnd Mkt Idx Tr	1.79M	1.44%	-6.20K
Glenmede Small Cap Equity Adv	1.60M	1.29%	-23.89K
Glenmede Small Cap Equity	1.60M	1.29%	-23.89K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-

PDM Ownership FAQ

Who Owns Piedmont Office Realty Trust?

Piedmont Office Realty Trust shareholders are primarily institutional investors at 87.09%, followed by 1.33% insiders and 11.58% retail investors. The average institutional ownership in Piedmont Office Realty Trust's industry, Office REIT Stocks, is 78.89%, which Piedmont Office Realty Trust exceeds.

Who owns the most shares of Piedmont Office Realty Trust?

Piedmont Office Realty Trust’s largest shareholders are Vanguard group (19.31M shares, 15.60%), Blackrock (16.93M shares, 13.67%), and State street (5.52M shares, 4.46%). Together, they hold 33.73% of Piedmont Office Realty Trust’s total shares outstanding.

Does Blackrock own Piedmont Office Realty Trust?

Yes, BlackRock owns 13.67% of Piedmont Office Realty Trust, totaling 16.93M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 122.73M$. In the last quarter, BlackRock decreased its holdings by -5.813K shares, a -0.03% change.

Who is Piedmont Office Realty Trust’s biggest shareholder by percentage of total assets invested?

Wilsey asset management is Piedmont Office Realty Trust’s biggest shareholder by percentage of total assets invested, with 5.94% of its assets in 3.9M Piedmont Office Realty Trust shares, valued at 28.27M$.

Who is the top mutual fund holder of Piedmont Office Realty Trust shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of Piedmont Office Realty Trust shares, with 3.93% of its total shares outstanding invested in 4.87M Piedmont Office Realty Trust shares.

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