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Piedmont Office Realty Trust shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Piedmont Office Realty Trust (PDM) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in Piedmont Office Realty Trust

Tip: Access up to 7 years of quarterly data

All positions including Piedmont Office Realty Trust held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Piedmont Office Realty Trust by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.7k 712 6.57

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Piedmont Office Realty Trust

Vanguard Group
BlackRock
Vanguard Portfolio Management
Cohen & Steers Capital Management
Vanguard Capital Management
State Street Corporation
Wilsey Asset Management
Private Management Group
LSV Asset Management
Prudential Financial
Centersquare Investment Management
Charles Schwab Investment Management
Geode Capital Management
Wellington Management Company
Ameriprise Financial

View all funds holding Piedmont Office Realty Trust