Institutional Ownership Physicians Realty Trust (DOC)
This table provides information about the institutional ownership of Physicians Realty Trust (DOC). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 1.98 Million shares, which have been reported (via 13F filing form) to have a value of $42.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tekla Capital Management LLC
|
Aug 10, 2023 Q2 2023 |
873,655
shares
|
$18.7 Million
0.48% of portfolio
|
Q1 2023
Added 417.75%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
281,535
shares
|
$6.03 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
204,479
shares
|
$4.38 Million
0.06% of portfolio
|
Q4 2022
Added 2.92%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
97,410
shares
|
$2.09 Million
0.13% of portfolio
|
Q3 2022
Added 89.88%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
78,908
shares
|
$1.69 Million
0.23% of portfolio
|
Q1 2023
Reduced 2.45%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
63,719
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2023
Reduced 5.66%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
41,100
shares
|
$880,773
0.76% of portfolio
|
Q3 2022
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
35,844
shares
|
$768,136
0.2% of portfolio
|
Q4 2022
Added 2.87%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
35,287
shares
|
$756,200
0.06% of portfolio
|
Q3 2023
Reduced 46.64%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
30,303
shares
|
$649,393
0.0% of portfolio
|
Q2 2023
Added 28.18%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
30,034
shares
|
$643,628
0.0% of portfolio
|
Q3 2023
Reduced 36.2%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
22,400
shares
|
$480,032
0.45% of portfolio
|
Q3 2022
Reduced 0.44%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
21,370
shares
|
$457,959
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
20,886
shares
|
$447,586
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
19,630
shares
|
$420,670
0.0% of portfolio
|
Q3 2022
Added 42.49%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
19,435
shares
|
$416,492
0.04% of portfolio
|
Q4 2021
Added 11.07%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,511
shares
|
$353,830
0.01% of portfolio
|
Q3 2022
Added 2.57%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
14,000
shares
|
$300,020
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
13,660
shares
|
$292,733
0.01% of portfolio
|
Q4 2022
Added 14.89%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
13,160
shares
|
$282,018
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
11,622
shares
|
$249,059
0.04% of portfolio
|
Q1 2024
Reduced 14.03%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
11,145
shares
|
$238,837
0.02% of portfolio
|
Q3 2022
Reduced 6.79%
|
|
|
Silver Lake Group, L.L.C.
Menlo Park, CA |
Nov 08, 2024 Q3 2024 |
10,800
shares
|
$231,444
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,132
shares
|
$67,118
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,000
shares
|
$42,860
0.0% of portfolio
|
Q1 2022
New holding
|