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 2.17 Million shares, which have been reported (via 13F filing form) to have a value of $44.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,000
shares
|
$40,860
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,605
shares
|
$32,790
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,044
shares
|
$21,328
0.03% of portfolio
|
Q3 2023
Added 1.66%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,000
shares
|
$20,430
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
870
shares
|
$17,774
0.01% of portfolio
|
Q1 2022
Reduced 5.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
115
shares
|
$2,349
0.0% of portfolio
|
Q1 2020
Added 25.22%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
100
shares
|
$2,043
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
69
shares
|
$1,409
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
34
shares
|
$694
0.0% of portfolio
|
Q1 2020
Reduced 99.7%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q1 2022
Reduced 99.93%
|