Creative Planning - PHYSICIANS RLTY TR ownership

PHYSICIANS RLTY TR's ticker is DOC and the CUSIP is 71943U104. A total of 355 filers reported holding PHYSICIANS RLTY TR in Q3 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of PHYSICIANS RLTY TR
ValueSharesWeighting
Q2 2023$156,047
+15035.5%
11,154
+16065.2%
0.00%
Q1 2023$1,031
-98.5%
69
-98.0%
0.00%
Q2 2017$70,000
+42.9%
3,472
+40.5%
0.00%
Q1 2017$49,000
-25.8%
2,472
-28.8%
0.00%
Q4 2016$66,000
-26.7%
3,472
-17.3%
0.00%
-100.0%
Q3 2016$90,000
-19.6%
4,196
-21.5%
0.00%0.0%
Q2 2016$112,000
+89.8%
5,342
+67.7%
0.00%
Q1 2016$59,000
-65.9%
3,186
-68.9%
0.00%
-100.0%
Q4 2015$173,000
+76.5%
10,242
+57.8%
0.00%0.0%
Q3 2015$98,000
-3.0%
6,489
+13.2%
0.00%0.0%
Q1 2015$101,000
-47.1%
5,734
-64.2%
0.00%
-50.0%
Q4 2014$191,000
-16.6%
16,000
-13.5%
0.00%
-33.3%
Q3 2014$229,000
+45.9%
18,500
+37.0%
0.00%
+50.0%
Q2 2014$157,00013,5000.00%
Other shareholders
PHYSICIANS RLTY TR shareholders Q3 2023
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