← Every company

Funds Holding Piedmont Realty Trust Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Piedmont Realty Trust Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of PDM →
Funds holding
64
as of 2026-07-31
Reported value
$150.4M
summed across funds
Fund families
34
named trusts
Largest conviction
1.74%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Cambria Global Real Estate ETFCambria ETF Trust120.5K sh$1.2M1.74%
HARTFORD SMALL CAP VALUE FUNDHARTFORD MUTUAL FUNDS, INC492.6K sh$4.8M1.56%
ClearBridge Small Cap FundLegg Mason Global Asset Management Trust743.2K sh$7.2M1.02%
Cultivar ETFETF Opportunities Trust25.4K sh$246.6K0.57%
Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST357.7K sh$3.5M0.53%
Columbia Small Cap Value Discovery FundCOLUMBIA FUNDS SERIES TRUST I1.2M sh$11.5M0.46%
Applied Finance Explorer FundWorld Funds Trust455.8K sh$4.4M0.42%
Transamerica Small Cap ValueTRANSAMERICA FUNDS36.8K sh$356.1K0.32%
Harbor Mid Cap Value FundHARBOR FUNDS138.2K sh$1.3M0.29%
FlexShares Global Quality Real Estate Index FundFlexShares Trust123.9K sh$1.2M0.28%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust137.5K sh$1.3M0.23%
Embark Small Cap Equity FundHarbor Funds II142.3K sh$1.4M0.22%
Global Real Estate Securities FundRUSSELL INVESTMENT CO80.2K sh$777.5K0.19%
Invesco MSCI Sustainable Future ETFInvesco Exchange-Traded Fund Trust24.6K sh$238.1K0.18%
Hartford Real Asset FundHARTFORD MUTUAL FUNDS, INC11.7K sh$113.1K0.17%
Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust225.5K sh$2.2M0.17%
Tax-Managed Real Assets FundRUSSELL INVESTMENT CO202.1K sh$2M0.14%
Transamerica Small/Mid Cap ValueTRANSAMERICA FUNDS82K sh$794.6K0.12%
Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust2.2K sh$21.3K0.12%
iShares Core U.S. REIT ETFiShares Trust465K sh$4.5M0.10%
iShares Environmentally Aware Real Estate ETFiShares Trust1.4K sh$13.2K0.09%
Dimensional US Real Estate ETFDimensional ETF Trust165.5K sh$1.6M0.09%
Fidelity MSCI Real Estate Index ETFFIDELITY COVINGTON TRUST128K sh$1.2M0.08%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST203.8K sh$2M0.08%
Fidelity SAI Real Estate Index FundFidelity Salem Street Trust17K sh$164.6K0.08%
Fidelity Real Estate Index FundFidelity Salem Street Trust259.2K sh$2.5M0.08%
iShares FTSE NAREIT All Equity REIT Index FundBlackRock Funds155.2K sh$1.5M0.08%
VANGUARD REAL ESTATE II INDEX FUNDVANGUARD FIXED INCOME SECURITIES FUNDS834.1K sh$8.1M0.07%
iShares Global REIT ETFiShares Trust339.4K sh$3.3M0.06%
VANGUARD REAL ESTATE INDEX FUNDVANGUARD SPECIALIZED FUNDS4.8M sh$46.1M0.06%
Dimensional Global Real Estate ETFDimensional ETF Trust243K sh$2.4M0.06%
DFA Global Real Estate Securities PortfolioDFA INVESTMENT DIMENSIONS GROUP INC467.2K sh$4.5M0.06%
iShares Developed Real Estate Index FundBlackRock Funds18.6K sh$180.4K0.06%
Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust129.3K sh$1.3M0.05%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds169K sh$1.6M0.04%
Fidelity Small Cap Index FundFidelity Salem Street Trust1.4M sh$13.5M0.04%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST308.5K sh$3M0.04%
Global X Russell 2000 ETFGLOBAL X FUNDS60.6K sh$587.5K0.04%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST14.1K sh$136.6K0.04%
iShares Morningstar Small-Cap Value ETFiShares Trust26.7K sh$258.8K0.04%
Fidelity Flex Small Cap Index FundFidelity Salem Street Trust15.4K sh$149.6K0.04%
DFA REAL ESTATE SECURITIES PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC226.8K sh$2.2M0.03%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust115.1K sh$1.1M0.03%
ULTRA SMALL CAP PROFUNDProFunds1.6K sh$15.8K0.03%
Wilmington Real Asset FundWilmington Funds11K sh$106.3K0.02%
iShares Morningstar Small-Cap ETFiShares Trust5.6K sh$54.5K0.02%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds24.8K sh$240.2K0.02%
Victory Extended Market Index FundVictory Portfolios III14.3K sh$138.2K0.02%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust46.1K sh$446.3K0.02%
SMALL-CAP PROFUNDProFunds107 sh$1K0.01%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust21.7K sh$210.3K0.01%
SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST751 sh$7.3K0.01%
SmallCap Value Fund IIPrincipal Funds, Inc8.4K sh$81.8K0.01%
E*TRADE No Fee Total Market Index FundE Trade Trust659 sh$6.4K0.01%
Nuveen Equity Index FundTIAA-CREF Funds117.7K sh$1.1M0.00%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III705 sh$6.8K0.00%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust67.5K sh$654.1K0.00%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST75.1K sh$727.9K0.00%
iShares Total U.S. Stock Market Index FundBlackRock Funds6.5K sh$62.8K0.00%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds3.6K sh$34.9K0.00%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds2.1K sh$20.3K0.00%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds4.8K sh$46.7K0.00%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds2.3K sh$22.5K0.00%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds330 sh$3.2K0.00%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

More on PDM

Related datasets