AE Wealth Management LLC - PHYSICIANS RLTY TR ownership

PHYSICIANS RLTY TR's ticker is DOC and the CUSIP is 71943U104. A total of 341 filers reported holding PHYSICIANS RLTY TR in Q2 2021. The put-call ratio across all filers is 1.33 and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of PHYSICIANS RLTY TR
ValueSharesWeighting
Q2 2023$142,240
-31.4%
10,167
-26.8%
0.00%0.0%
Q1 2023$207,468
-10.0%
13,896
-12.7%
0.00%
-50.0%
Q4 2022$230,399
-55.3%
15,923
-53.6%
0.00%
-50.0%
Q3 2022$516,000
-22.2%
34,307
-9.7%
0.00%
-20.0%
Q2 2022$663,000
+44.4%
37,984
+45.2%
0.01%
+66.7%
Q1 2022$459,000
-5.7%
26,151
+1.1%
0.00%0.0%
Q4 2021$487,000
+29.2%
25,854
+20.9%
0.00%0.0%
Q3 2021$377,000
+21.2%
21,390
+27.1%
0.00%0.0%
Q2 2021$311,000
+62.0%
16,833
+53.7%
0.00%0.0%
Q2 2020$192,00010,9540.00%
Other shareholders
PHYSICIANS RLTY TR shareholders Q2 2021
NameSharesValueWeighting ↓
Ranger Global Real Estate Advisors, LLC 950,202$16,572,0004.14%
Camarda Financial Advisors, LLC 99,027$1,727,0003.39%
Clean Yield Group 304,075$5,303,0001.92%
Sapience Investments, LLC 612,810$10,687,0001.46%
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 529,949$9,242,0001.43%
HEITMAN REAL ESTATE SECURITIES LLC 1,859,419$32,428,0001.42%
Uniplan Investment Counsel, Inc. 1,080,022$18,835,0001.19%
RMR Advisors LLC 179,791$3,136,0001.14%
Ceredex Value Advisors LLC 3,549,986$61,912,0000.75%
Penn Capital Management Company, LLC 425,195$7,415,0000.73%
View complete list of PHYSICIANS RLTY TR shareholders