As of the latest SEC filings, Piedmont Realty Trust, Inc. (PDM) is held by 219 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $38,653,463.20 in market value, representing 0.06% of its portfolio.
Funds holding Piedmont Realty Trust, Inc. (PDM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PDM
- CIK:
- 0001042776
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.06% | $38,653,463.20 | 4,623,620 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $27,063,314.82 | 4,119,226 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $20,351,409.39 | 3,097,627 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $18,973,503.00 | 2,887,900 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.02% | $12,047,264.46 | 1,833,678 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.10% | $10,300,548.39 | 1,357,121 | Feb 28, 2026 | Apr 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $10,288,075.16 | 1,230,631 | Apr 30, 2026 | Jun 26, 2026 |
|
GTCSX
Small Cap Equity Portfolio
|
MF | Independent / Boutique | 0.99% | $9,774,913.28 | 1,169,248 | Apr 30, 2026 | Jun 4, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.42% | $9,335,536.76 | 1,116,691 | Apr 30, 2026 | Jun 25, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $9,141,268.05 | 1,391,365 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.06% | $7,114,304.79 | 1,082,847 | Mar 31, 2026 | May 28, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.06% | $6,863,668.68 | 821,013 | Apr 30, 2026 | Jun 26, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.07% | $6,718,659.39 | 1,022,627 | Mar 31, 2026 | May 28, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 0.07% | $6,540,234.69 | 861,691 | Feb 28, 2026 | Apr 24, 2026 |
|
LMASX
ClearBridge Small Cap Fund
|
MF | Franklin Templeton | 0.85% | $6,213,152.00 | 743,200 | Apr 30, 2026 | Jun 22, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.01% | $5,953,596.00 | 784,400 | Feb 28, 2026 | Apr 24, 2026 |
|
PUREX
PGIM Global Real Estate Fund
|
MF | PGIM / Prudential | 0.52% | $5,490,162.48 | 656,718 | Apr 30, 2026 | Jun 26, 2026 |
|
VEVFX
VANGUARD EXPLORER VALUE FUND
|
MF | Vanguard | 0.44% | $5,354,798.13 | 705,507 | Feb 28, 2026 | Apr 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.03% | $4,676,920.05 | 616,195 | Feb 28, 2026 | Apr 28, 2026 |
|
IGR
CBRE Global Real Estate Income Fund
|
CEF | Independent / Boutique | 0.71% | $4,578,580.44 | 696,892 | Mar 31, 2026 | May 21, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $4,564,231.32 | 601,348 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $4,207,926.36 | 554,404 | Feb 28, 2026 | Apr 24, 2026 |
|
HSMAX
HARTFORD SMALL CAP VALUE FUND
|
MF | Independent / Boutique | 1.55% | $4,117,910.28 | 492,573 | Apr 30, 2026 | Jun 25, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.05% | $4,040,697.32 | 483,337 | Apr 30, 2026 | Jun 24, 2026 |
|
COVAX
Columbia Small Cap Value and Inflection Fund
|
MF | Columbia Threadneedle | 0.46% | $3,781,413.90 | 498,210 | Feb 28, 2026 | Apr 27, 2026 |
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