J.P. Morgan Private Wealth Advisors LLC - PHYSICIANS RLTY TR ownership

PHYSICIANS RLTY TR's ticker is DOC and the CUSIP is 71943U104. A total of 267 filers reported holding PHYSICIANS RLTY TR in Q2 2018. The put-call ratio across all filers is 4.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of PHYSICIANS RLTY TR
ValueSharesWeighting
Q3 2023$366,112
-44.4%
30,034
-36.2%
0.00%
-66.7%
Q2 2023$658,624
-46.2%
47,078
-42.6%
0.00%0.0%
Q1 2023$1,225,186
-17.0%
82,062
-19.6%
0.00%0.0%
Q4 2022$1,476,360
+2.6%
102,029
+6.6%
0.00%
-25.0%
Q3 2022$1,439,000
-12.0%
95,708
+2.1%
0.00%0.0%
Q2 2022$1,636,000
-3.9%
93,751
-3.4%
0.00%0.0%
Q1 2022$1,702,000
-20.2%
97,023
-14.3%
0.00%
-20.0%
Q4 2021$2,132,000
+4.5%
113,202
-2.3%
0.01%0.0%
Q3 2021$2,041,000
-3.4%
115,823
+1.3%
0.01%0.0%
Q2 2021$2,112,000
+26.8%
114,366
+21.3%
0.01%0.0%
Q1 2021$1,666,000
+3.7%
94,299
+4.5%
0.01%0.0%
Q4 2020$1,606,000
-6.6%
90,243
-6.0%
0.01%
-28.6%
Q3 2020$1,719,000
-5.1%
95,974
-7.2%
0.01%
-12.5%
Q2 2020$1,812,000
+106.8%
103,432
+64.5%
0.01%
+60.0%
Q1 2020$876,000
+2.2%
62,865
+38.9%
0.01%
+25.0%
Q4 2019$857,000
+8.9%
45,262
+2.1%
0.00%0.0%
Q3 2019$787,000
+54.3%
44,334
+51.5%
0.00%
+33.3%
Q2 2019$510,000
-15.0%
29,258
-8.3%
0.00%0.0%
Q1 2019$600,000
-11.6%
31,908
-24.7%
0.00%
-25.0%
Q4 2018$679,000
-14.4%
42,369
-9.9%
0.00%0.0%
Q3 2018$793,000
+50.2%
47,018
+41.9%
0.00%
+33.3%
Q2 2018$528,000
+20.8%
33,123
+17.9%
0.00%0.0%
Q1 2018$437,000
-39.9%
28,091
-23.3%
0.00%
-50.0%
Q1 2017$727,000
+43.7%
36,624
+37.1%
0.01%
+50.0%
Q4 2016$506,000
+4.5%
26,719
+19.0%
0.00%
-20.0%
Q3 2016$484,000
+5.7%
22,459
+2.9%
0.01%
+25.0%
Q2 2016$458,000
+15.1%
21,820
+1.8%
0.00%0.0%
Q1 2016$398,000
+10.2%
21,4350.0%0.00%0.0%
Q4 2015$361,000
+11.8%
21,4350.0%0.00%0.0%
Q3 2015$323,000
-1.8%
21,4350.0%0.00%0.0%
Q2 2015$329,000
-12.7%
21,4350.0%0.00%0.0%
Q1 2015$377,000
+0.8%
21,435
-4.8%
0.00%0.0%
Q4 2014$374,000
+30.3%
22,510
+7.4%
0.00%0.0%
Q3 2014$287,00020,9500.00%
Other shareholders
PHYSICIANS RLTY TR shareholders Q2 2018
NameSharesValueWeighting ↓
V3 Capital Management, L.P. 3,835,060$72,214,00010.42%
NexWave Capital Partners LLC 74,649$1,406,0003.25%
Clean Yield Group 348,667$6,565,0002.10%
Sapience Investments, LLC 962,880$18,131,0002.06%
HEITMAN REAL ESTATE SECURITIES LLC 1,976,379$37,215,0001.67%
Channing Capital Management, LLC 2,835,670$53,396,0001.51%
ISTHMUS PARTNERS, LLC 472,373$8,895,0001.49%
TOMS Capital Investment Management LP 1,299,700$24,473,0001.45%
Sippican Capital Advisors 67,053$1,263,0001.07%
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 475,063$8,945,0000.98%
View complete list of PHYSICIANS RLTY TR shareholders