New Positions
31 managers initiated
Top five by reported value
Piedmont Realty Trust Inc NEW YORK STOCK EXCHANGE, INC.:PDM
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
31 new83 added133 reduced37 exited
Total Institutional Holders
247
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$158.7M
Largest QoQ Increase
CENTERSQUARE INVESTMENT MANAGEMENT LLC
+2,080,658 sh
Largest QoQ Decrease
Glenmede Investment Management, LP
-1,536,198 sh
New Positions(31)
Added To(83)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 3,429,364 | +2,080,658 | $28.6M | +$16.5M | 154.3% |
| BlackRock, Inc. | 14,518,765 | +246,130 | $121.1M | -$7.4M | 1.7% |
| AMERIPRISE FINANCIAL INC | 2,739,843 | +857,514 | $22.3M | +$6.0M | 45.5% |
| PRUDENTIAL FINANCIAL INC | 2,923,776 | +498,260 | $24.4M | +$2.6M | 20.5% |
| Hudson Bay Capital Management LP | 3,247,359 | +32,020 | $27.1M | -$1.9M | 1.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,247,516 | +38,687 | $27.1M | -$1.8M | 1.2% |
| CITADEL ADVISORS LLC | 199,631 | +174,431 | $1.7M | +$1.4M | 692.2% |
| WILSEY ASSET MANAGEMENT INC | 4,240,902 | +179,001 | $35.4M | -$1.2M | 4.4% |
| Focus Partners Wealth | 153,036 | +136,295 | $1.3M | +$1.1M | 814.1% |
| BANK OF AMERICA CORP /DE/ | 888,588 | +188,562 | $7.4M | +$1.1M | 26.9% |
| TWO SIGMA INVESTMENTS, LP | 537,726 | +144,847 | $4.5M | +$948.7K | 36.9% |
| Lighthouse Investment Partners, LLC | 550,000 | +125,000 | $4.6M | +$762.0K | 29.4% |
| Nepsis Inc. | 329,284 | +106,105 | $2.7M | +$737.6K | 47.5% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 819,238 | +122,346 | $6.8M | +$560.4K | 17.6% |
| MORGAN STANLEY | 1,163,645 | +29,807 | $9.7M | -$499.7K | 2.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,450,821 | +296,114 | $28.8M | +$387.5K | 9.4% |
| MARTINGALE ASSET MANAGEMENT L P | 79,503 | +47,140 | $663.1K | +$371.8K | 145.7% |
| Bank of New York Mellon Corp | 492,699 | +1,025 | $4.1M | -$316.0K | 0.2% |
| WELLS FARGO & COMPANY/MN | 158,088 | +43,540 | $1.3M | +$287.5K | 38.0% |
| UBS Group AG | 403,808 | +1,000 | $3.4M | -$257.5K | 0.2% |
| VIRGINIA RETIREMENT SYSTEMS ET AL | 388,039 | +1,300 | $3.2M | -$244.4K | 0.3% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,676,141 | +98,860 | $14.0M | -$216.5K | 6.3% |
| Legal & General Group Plc | 522,654 | +62,010 | $4.4M | +$213.1K | 13.5% |
| Cambria Investment Management, L.P. | 77,571 | +10,502 | $646.9K | +$158.0K | 15.7% |
| CITIGROUP INC | 138,277 | +25,741 | $1.2M | +$140.4K | 22.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,490,514 | +121,941 | $12.5M | +$134.0K | 8.9% |
| Hazelview Securities Inc. | 46,430 | +17,610 | $384.9K | +$125.5K | 61.1% |
| Swiss National Bank | 245,500 | +4,300 | $2.0M | -$123.3K | 1.8% |
| Graham Capital Management, L.P. | 44,442 | +16,527 | $370.6K | +$119.4K | 59.2% |
| BARCLAYS PLC | 237,927 | +58,011 | $1.7M | +$115.2K | 32.2% |
| Quantinno Capital Management LP | 109,527 | +20,496 | $913.5K | +$112.2K | 23.0% |
| M&T Bank Corp | 33,978 | +13,418 | $283.4K | +$98.4K | 65.3% |
| Advisors Asset Management, Inc. | 84,624 | +15,526 | $705.8K | +$83.9K | 22.5% |
| RAYMOND JAMES FINANCIAL INC | 142,049 | +1,513 | $1.2M | -$80.1K | 1.1% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,866 | +10,964 | $257.4K | +$78.3K | 55.1% |
| Ethic Inc. | 48,320 | +9,641 | $403.0K | +$54.9K | 24.9% |
| STATE OF WISCONSIN INVESTMENT BOARD | 124,896 | +15,116 | $1.0M | +$53.6K | 13.8% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 106,281 | +13,349 | $881.1K | +$44.7K | 14.4% |
| Creative Planning | 92,959 | +1,896 | $775.3K | -$44.3K | 2.1% |
| Russell Investments Group, Ltd. | 72,411 | +459 | $603.9K | -$43.7K | 0.6% |
| NOMURA ASSET MANAGEMENT CO LTD | 187,700 | +9,000 | $1.6M | -$42.9K | 5.0% |
| DEUTSCHE BANK AG\ | 150,313 | +6,701 | $1.3M | -$38.9K | 4.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 57,776 | +4 | $481.9K | -$38.1K | 0.0% |
| Allianz Asset Management GmbH | 124,201 | +4,986 | $1.0M | -$37.1K | 4.2% |
| Global Retirement Partners, LLC | 9,334 | +4,519 | $77.8K | +$34.5K | 93.8% |
| Merit Financial Group, LLC | 67,292 | +1,356 | $561.2K | -$32.2K | 2.0% |
| Vanguard Personalized Indexing Management, LLC | 49,554 | +133 | $413.3K | -$31.5K | 0.3% |
| LPL Financial LLC | 176,874 | +10,272 | $1.5M | -$24.3K | 6.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 46,215 | +3,629 | $391.0K | +$23.0K | 8.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 37,571 | +262 | $313.3K | -$22.4K | 0.7% |
| ADVISOR GROUP HOLDINGS, INC. | 49,499 | +4,771 | $412.9K | +$22.3K | 10.7% |
| Presima Securities ULC | 45,142 | +935 | $376.5K | -$21.4K | 2.1% |
| abrdn plc | 44,473 | +4,887 | $370.9K | +$18.6K | 12.3% |
| BFSG, LLC | 24,010 | +280 | $200.2K | -$13.3K | 1.2% |
| JONES FINANCIAL COMPANIES LLLP | 2,077 | +1,490 | $17.3K | +$12.2K | 253.8% |
| Inspire Investing, LLC | 55,857 | +5,440 | $465.8K | +$12.1K | 10.8% |
| Federation des caisses Desjardins du Quebec | 9,854 | +2,058 | $82.2K | +$12.0K | 26.4% |
| Geneos Wealth Management Inc. | 40,214 | +1,664 | $335.4K | -$11.6K | 4.3% |
| Asset Management One Co., Ltd. | 184,745 | +11,240 | $1.6M | -$11.5K | 6.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,395 | +4,104 | $612.1K | -$11.5K | 5.9% |
| BNP PARIBAS ARBITRAGE, SNC | 32,824 | +1,438 | $273.8K | -$8.7K | 4.6% |
| Cerity Partners LLC | 21,834 | +638 | $182.1K | -$8.7K | 3.0% |
| PNC Financial Services Group, Inc. | 13,214 | +21 | $110.2K | -$8.5K | 0.1% |
| AMUNDI | 66,177 | +3,147 | $551.9K | +$7.3K | 5.0% |
| XPONANCE, INC. | 11,304 | +75 | $94.3K | -$6.8K | 0.7% |
| Toroso Investments, LLC | 23,481 | +1,058 | $195.8K | -$6.0K | 4.7% |
| Mirae Asset Global Investments Co., Ltd. | 3,639 | +913 | $30.3K | +$5.8K | 33.5% |
| AlphaQuest LLC | 2,633 | +833 | $22.0K | +$5.8K | 46.3% |
| MAI Capital Management | 822 | +543 | $6.9K | +$4.3K | 194.6% |
| COHEN & STEERS, INC. | 6,698,202 | +812,700 | $55.9K | +$2.9K | 13.8% |
| ProShare Advisors LLC | 22,725 | +1,461 | $189.5K | -$1.9K | 6.9% |
| FRANKLIN RESOURCES INC | 38,951 | +2,705 | $324.9K | -$1.4K | 7.5% |
| Rockefeller Capital Management L.P. | 1,270 | +240 | $10.6K | +$1.3K | 23.3% |
| ASSETMARK, INC | 167 | +130 | $1.4K | +$1.1K | 351.4% |
| HRT FINANCIAL LP | 141,414 | +108,964 | $1.2K | +$887 | 335.8% |
| SG Americas Securities, LLC | 472,310 | +8,386 | $3.9K | -$236 | 1.8% |
| True Wealth Design, LLC | 132 | +24 | $1.1K | +$129 | 22.2% |
| Smartleaf Asset Management LLC | 587 | +23 | $4.9K | -$106 | 4.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 135,685 | +2,534 | $1.1K | -$67 | 1.9% |
| State of Alaska, Department of Revenue | 67,128 | +470 | $559 | -$39 | 0.7% |
| Cambridge Investment Research Advisors, Inc. | 47,596 | +6,210 | $397 | +$25 | 15.0% |
| Daiwa Securities Group Inc. | 46,683 | +1,321 | $389 | -$19 | 2.9% |
| VAN ECK ASSOCIATES CORP | 40,522 | +3,779 | $338 | +$8 | 10.3% |
Reduced(133)
Sold Out(37)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| VANGUARD GROUP INC | 19,026,998 | $158.7M | -52,759 | -0.3% |
| BlackRock, Inc. | 14,518,765 | $121.1M | +246,130 | 1.7% |
| STATE STREET CORP | 5,389,918 | $45.0M | -168,699 | -3.0% |
| WILSEY ASSET MANAGEMENT INC | 4,240,902 | $35.4M | +179,001 | 4.4% |
| PRIVATE MANAGEMENT GROUP INC | 3,776,972 | $31.5M | -17,579 | -0.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,450,821 | $28.8M | +296,114 | 9.4% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 3,429,364 | $28.6M | +2,080,658 | 154.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,247,516 | $27.1M | +38,687 | 1.2% |
| Hudson Bay Capital Management LP | 3,247,359 | $27.1M | +32,020 | 1.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 3,026,107 | $25.2M | -295,938 | -8.9% |
| PRUDENTIAL FINANCIAL INC | 2,923,776 | $24.4M | +498,260 | 20.5% |
| AMERIPRISE FINANCIAL INC | 2,739,843 | $22.3M | +857,514 | 45.5% |
| JPMORGAN CHASE & CO | 1,765,199 | $14.7M | -456,010 | -20.5% |
| DIMENSIONAL FUND ADVISORS LP | 1,678,090 | $14.0M | -7,707 | -0.5% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,676,141 | $14.0M | +98,860 | 6.3% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,490,514 | $12.5M | +121,941 | 8.9% |
| NORTHERN TRUST CORP | 1,424,835 | $11.9M | -14,549 | -1.0% |
| GLENMEDE TRUST CO NA | 1,410,834 | $11.8M | +1,410,834 | — |
| GOLDMAN SACHS GROUP INC | 1,400,386 | $11.7M | -202,817 | -12.7% |
| MORGAN STANLEY | 1,163,645 | $9.7M | +29,807 | 2.6% |
New & Closed Positions this quarter
Closed Positions
37 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for PDM against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.