Purchases and Sales Made in Q1 2024 in Physicians Realty Trust (DOC)
This table provides information about the institutional ownership of Physicians Realty Trust (DOC) during Q1 2024. 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 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
212K+ 264.92% |
$2.31M - $3.98M
|
292K
$5.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
176KNew |
$1.92M - $3.3M
|
176K
$3.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
94.9KNew |
$1.03M - $1.78M
|
94.9K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
28.4KNew |
$310K - $532K
|
28.4K
$502K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 7.69% |
$131 - $225
|
168
$2.97K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.9K- 14.03% |
$20.7K - $35.6K
|
11.6K
$206K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.9K- 6.22% |
$31.6K - $54.4K
|
43.7K
$773K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.35K- 26.71% |
$69.3K - $119K
|
17.4K
$308K
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-57.5KClosed |
$628K - $1.08M
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-78.1K- 54.06% |
$852K - $1.47M
|
66.4K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Angelo Gordon & Co., L.P.
New York, NY |
SELL
|
- |
-279KClosed |
$3.04M - $5.23M
|
0
$0
|
|
|
Jul 31, 2025
Q1 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-328KClosed |
$3.58M - $6.15M
|
0
$0
|