BerganKDV Wealth Management, LLC - PHYSICIANS RLTY TR ownership

PHYSICIANS RLTY TR's ticker is DOC and the CUSIP is 71943U104. A total of 344 filers reported holding PHYSICIANS RLTY TR in Q4 2020. The put-call ratio across all filers is 3.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of PHYSICIANS RLTY TR
ValueSharesWeighting
Q2 2022$13,0000.0%722
+1.3%
0.00%0.0%
Q1 2022$13,0000.0%713
+1.3%
0.00%0.0%
Q4 2021$13,000
+8.3%
704
+1.1%
0.00%0.0%
Q3 2021$12,000
-7.7%
696
+1.3%
0.00%
-50.0%
Q2 2021$13,000
+8.3%
687
+1.2%
0.00%0.0%
Q1 2021$12,0000.0%679
+1.3%
0.00%0.0%
Q4 2020$12,0000.0%670
+1.2%
0.00%0.0%
Q3 2020$12,000
+9.1%
662
+1.4%
0.00%0.0%
Q2 2020$11,000
+22.2%
653
+1.4%
0.00%0.0%
Q1 2020$9,000
-25.0%
644
+1.3%
0.00%0.0%
Q4 2019$12,000
+9.1%
636
+1.3%
0.00%0.0%
Q3 2019$11,0000.0%628
+1.3%
0.00%0.0%
Q2 2019$11,000
-8.3%
620
+1.3%
0.00%0.0%
Q1 2019$12,000
+20.0%
612
+1.3%
0.00%0.0%
Q4 2018$10,0000.0%604
+1.3%
0.00%0.0%
Q3 2018$10,000
+11.1%
596
+1.5%
0.00%0.0%
Q2 2018$9,0005870.00%
Other shareholders
PHYSICIANS RLTY TR shareholders Q4 2020
NameSharesValueWeighting ↓
V3 Capital Management, L.P. 1,394,860$17,003,3436.55%
Clean Yield Group 479,831$5,671,6042.51%
Sapience Investments, LLC 646,596$7,882,0051.90%
Channing Capital Management, LLC 4,290,781$52,304,6201.72%
Sippican Capital Advisors 138,932$1,693,5811.53%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 230,277$2,807,0771.46%
MARATHON CAPITAL MANAGEMENT 463,195$5,646,3501.42%
Dean Capital Management 133,337$1,625,3781.22%
GraniteShares Advisors LLC 101,432$1,236,4561.15%
Mesirow Institutional Investment Management, Inc. 873,398$10,646,7221.08%
View complete list of PHYSICIANS RLTY TR shareholders