Purchases and Sales Made in Q2 2023 in Physicians Realty Trust (DOC)
This table provides information about the institutional ownership of Physicians Realty Trust (DOC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
769+ 25.58% |
$10.4K - $11.3K
|
3.78K
$82K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
676+ 4.81% |
$9.11K - $9.96K
|
14.7K
$319K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
647+ 5.88% |
$8.72K - $9.53K
|
11.6K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
630+ 0.02% |
$8.49K - $9.28K
|
3.34M
$72.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
500+ 4.95% |
$6.74K - $7.37K
|
10.6K
$230K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
462+ 0.98% |
$6.23K - $6.81K
|
47.6K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
455+ 2.34% |
$6.13K - $6.7K
|
19.9K
$431K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
449+ 2.16% |
$6.05K - $6.61K
|
21.2K
$461K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
443+ 134.65% |
$5.97K - $6.53K
|
772
$16.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
413+ 0.57% |
$5.57K - $6.08K
|
72.3K
$1.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
400+ 12.9% |
$5.39K - $5.89K
|
3.5K
$76K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
319+ 107.05% |
$4.3K - $4.7K
|
617
$13.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
294+ 2.7% |
$3.96K - $4.33K
|
11.2K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
291+ 0.8% |
$3.92K - $4.29K
|
36.8K
$798K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
284+ 191.89% |
$3.83K - $4.18K
|
432
$9.38K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
280+ 0.27% |
$3.77K - $4.12K
|
105K
$2.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
186+ 157.63% |
$2.51K - $2.74K
|
304
$6.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
183+ 0.99% |
$2.47K - $2.7K
|
18.7K
$406K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
172New |
$2.32K - $2.53K
|
172
$3.73K
|
|
|
Aug 11, 2023
Q2 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
168+ 0.93% |
$2.26K - $2.47K
|
18.2K
$395K
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
152+ 6.11% |
$2.05K - $2.24K
|
2.64K
$57.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
152+ 6.11% |
$2.05K - $2.24K
|
2.64K
$57.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
151+ 0.49% |
$2.04K - $2.22K
|
31K
$672K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
85+ 1.59% |
$1.15K - $1.25K
|
5.44K
$118K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
72+ 59.02% |
$971 - $1.06K
|
194
$4.21K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
63+ 0.43% |
$849 - $928
|
14.9K
$323K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
55+ 49.11% |
$741 - $810
|
167
$3.63K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 56.82% |
$674 - $737
|
138
$3K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44+ 5.43% |
$593 - $648
|
854
$18.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29+ 0.19% |
$391 - $427
|
15.2K
$331K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
21+ 0.06% |
$283 - $309
|
32.9K
$715K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17+ 5.11% |
$229 - $250
|
350
$7.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
16+ 1.58% |
$216 - $236
|
1.03K
$22.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
16+ 1.55% |
$216 - $236
|
1.05K
$22.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
15+ 0.01% |
$202 - $221
|
165K
$3.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
11New |
$148 - $162
|
11
$239
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.64% |
$135 - $147
|
619
$13.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
10+ 1.55% |
$135 - $147
|
654
$14.2K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 1.15% |
$121 - $133
|
789
$17.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 1.64% |
$94.4 - $103
|
433
$9.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5New |
$67.4 - $73.7
|
5
$109
|
|
|
Aug 14, 2023
Q2 2023
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
4+ 0.0% |
$53.9 - $58.9
|
96.6K
$2.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 1.32% |
$27 - $29.5
|
153
$3.32K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 17.65% |
$121 - $133
|
42
$912
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45- 0.09% |
$607 - $663
|
52.4K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-146- 0.36% |
$1.97K - $2.15K
|
39.9K
$866K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-177- 18.36% |
$2.39K - $2.61K
|
787
$17.1K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-177- 18.36% |
$2.39K - $2.61K
|
787
$17.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-180- 0.72% |
$2.43K - $2.65K
|
25K
$542K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-246- 37.73% |
$3.32K - $3.62K
|
406
$8.81K
|