AE Wealth Management LLC - 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
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 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