Purchases and Sales Made in Q1 2023 in Physicians Realty Trust (DOC)
This table provides information about the institutional ownership of Physicians Realty Trust (DOC) during Q1 2023. The information is specifically focused on institutions that hold shares of Physicians Realty Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
69New |
$956 - $1.13K
|
69
$1.35K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51+ 0.22% |
$706 - $832
|
22.8K
$446K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
49New |
$679 - $799
|
49
$960
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
38+ 0.43% |
$526 - $620
|
8.83K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28+ 0.18% |
$388 - $457
|
15.2K
$298K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
15+ 1.47% |
$208 - $245
|
1.03K
$20.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.5% |
$125 - $147
|
609
$11.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 1.43% |
$83.1 - $97.9
|
426
$8.35K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6+ 0.04% |
$83.1 - $97.9
|
14.8K
$290K
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
6+ 0.02% |
$83.1 - $97.9
|
24.1K
$471K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 2.03% |
$41.6 - $48.9
|
151
$2.96K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
1New |
$13.9 - $16.3
|
1
$19.6
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 8.93% |
$69.3 - $81.6
|
51
$999
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-8Closed |
$111 - $130
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-29- 0.04% |
$402 - $473
|
70.8K
$1.39M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-78- 0.11% |
$1.08K - $1.27K
|
68.1K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-92- 0.68% |
$1.27K - $1.5K
|
13.5K
$265K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-92- 0.68% |
$1.27K - $1.5K
|
13.5K
$265K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-94Closed |
$1.3K - $1.53K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-110- 11.96% |
$1.52K - $1.79K
|
810
$15.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-188- 0.9% |
$2.6K - $3.07K
|
20.8K
$407K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-234- 23.08% |
$3.24K - $3.82K
|
780
$15.3K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-242- -0.0% |
$3.35K - $3.95K
|
12.1M
$236M
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-242- 0.6% |
$3.35K - $3.95K
|
40K
$784K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-250- 27.78% |
$3.46K - $4.08K
|
650
$12.7K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-270- 0.08% |
$3.74K - $4.4K
|
345K
$6.75M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-328- 98.5% |
$4.54K - $5.35K
|
5
$98
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-360- 76.27% |
$4.99K - $5.87K
|
112
$2.19K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.69% |
$5.54K - $6.52K
|
57.7K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-464- 0.4% |
$6.43K - $7.57K
|
116K
$2.27M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-484- 1.35% |
$6.7K - $7.89K
|
35.5K
$695K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-500- 0.47% |
$6.93K - $8.15K
|
105K
$2.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 0.82% |
$6.93K - $8.15K
|
60.6K
$1.19M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-511- 20.93% |
$7.08K - $8.33K
|
1.93K
$37.8K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-560- 0.92% |
$7.76K - $9.13K
|
60.2K
$1.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-700- 0.5% |
$9.7K - $11.4K
|
140K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-837- 2.28% |
$11.6K - $13.7K
|
35.9K
$704K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.06K- 0.23% |
$14.7K - $17.3K
|
460K
$9.01M
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.36K- 6.39% |
$18.8K - $22.1K
|
19.9K
$390K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.48K- 9.56% |
$20.5K - $24.1K
|
14K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-1.48K- 7.61% |
$20.6K - $24.2K
|
18K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.54K- 0.49% |
$21.3K - $25.1K
|
313K
$6.14M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.88K- 8.9% |
$26.1K - $30.7K
|
19.3K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.98K- 2.45% |
$27.5K - $32.3K
|
78.9K
$1.55M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.03K- 12.73% |
$28.1K - $33.1K
|
13.9K
$272K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.03K- 10.07% |
$28.1K - $33.1K
|
18.1K
$354K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.11K- 1.45% |
$29.2K - $34.4K
|
143K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.13K- 3.91% |
$29.5K - $34.8K
|
52.5K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.22K- 16.65% |
$30.7K - $36.1K
|
11.1K
$217K
|