BerganKDV Wealth Management, LLC - PHYSICIANS RLTY TR ownership

PHYSICIANS RLTY TR's ticker is DOC and the CUSIP is 71943U104. A total of 340 filers reported holding PHYSICIANS RLTY TR in Q3 2021. The put-call ratio across all filers is 0.93 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 Q3 2021
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