Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIEDMONT REALTY TRUST INC (PDM)

225 + Investors. Track Smart Money conviction in PDM. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — PDM

Based on 225 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their PDM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
225 funds currently hold this stock — 94% of the 3.0-year high of 240 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold PDM compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

107 buying103 selling
Last quarter: 107 funds bought or added vs 103 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 34 → 24 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 20% medium 10% new
158 out of 225 hedge funds have held PDM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

37 → 28 → 34 → 24 → 26 new funds/Q
New funds entering each quarter: 28 → 34 → 24 → 26. PDM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 74% of holders stayed 2+ years

74% veterans 11% 1-2yr 16% new
Of 225 current holders: 166 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
39 of 225 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PDM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PDM

How many hedge funds hold PDM — quarterly history vs. share price
Quarterly hedge fund ownership of PDM vs. share price

Market Analysis: PDM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PDM

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

45 top-rated funds 0 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: PDM
2026 Q1 Stats Unlock in 22 days 225 + Investors

Track Smart Money conviction in PDM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 225 231 -2.6%
13F Shares 111M 107M 3.98%
Total Value $922M $957M -3.61%
New Positions 26 24 +2
Increased Positions 82 72 +10
Closed Positions 30 35 -5
Reduced Positions 73 103 -30
Total Calls 0 3 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.33 Bullish

Statistics: PDM

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

225 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PDM. Verified SEC 13F-HR filings.

Top 25 institutional holders of PDM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nepsis Inc. 0.70% 319,406 $2.1M
2 Inspire Investing, LLC 0.04% 77,441 $509K
3 Pflug Koory, LLC 0.01% 4,676 $31K
4 Oak Thistle LLC 0.01% 11,744 $77K
5 Ethic Inc. 0.01% 59,150 $389K
6 NOVARE CAPITAL MANAGEMENT LLC 0.01% 11,383 $75K
7 Robeco Institutional Asset Management B.V. 0.01% 534,706 $3.5M
8 State of Alaska, Department of Revenue 0.00% 67,908
9 GILPIN WEALTH MANAGEMENT, LLC 0.00% 848 $6K
10 Merit Financial Group, LLC 0.00% 67,438 $443K
11 SIGNATUREFD, LLC 0.00% 17,189 $113K
12 Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% 30,866 $203K
13 Key FInancial Inc 0.00% 972 $6K
14 IFM Investors Pty Ltd 0.00% 19,826 $130K
15 SG Americas Securities, LLC 0.00% 152,981 $1K
16 GAMMA Investing LLC 0.00% 3,074 $20K
17 Private Wealth Management Group, LLC 0.00% 374 $2K
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 68,844 $452K
19 Sound Income Strategies, LLC 0.00% 1,908 $12K
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 44,090 $289K
21 STRS OHIO 0.00% 21,900 $144K
22 Spire Wealth Management 0.00% 2,372 $16K
23 Sterling Capital Management LLC 0.00% 4,120 $27K
24 Versant Capital Management, Inc 0.00% 752 $5K
25 Farther Finance Advisors, LLC 0.00% 6,584 $43K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PIEDMONT REALTY TRUST INC (PDM)

What does the Smart Money Trend signal show for PDM?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their PDM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PDM?

Slight buying edge — 51% buying: Last quarter: 107 funds bought or added vs 103 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PDM holders?

Elite ownership — 45% AUM from top-100 funds: 39 of 225 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PDM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PDM?

70% of holders stayed for 2+ years: 158 out of 225 hedge funds have held PDM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.