Valeo Financial Advisors, 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
Valeo Financial Advisors, LLC ownership history of PHYSICIANS RLTY TR
ValueSharesWeighting
Q3 2023$225,515
-13.7%
18,500
-1.0%
0.01%
-16.7%
Q2 2023$261,375
-5.4%
18,683
+1.0%
0.01%
-7.7%
Q1 2023$276,205
+3.2%
18,5000.0%0.01%
-13.3%
Q4 2022$267,695
-4.1%
18,500
-0.3%
0.02%
-16.7%
Q3 2022$279,000
-32.3%
18,560
-21.5%
0.02%
-30.8%
Q2 2022$412,000
-0.2%
23,635
+0.3%
0.03%
+23.8%
Q1 2022$413,000
-7.0%
23,5600.0%0.02%
-12.5%
Q4 2021$444,000
+7.2%
23,560
+0.3%
0.02%0.0%
Q3 2021$414,000
-4.6%
23,5000.0%0.02%
-7.7%
Q2 2021$434,000
+4.6%
23,5000.0%0.03%
+36.8%
Q1 2021$415,000
-0.7%
23,5000.0%0.02%
-9.5%
Q4 2020$418,000
-0.7%
23,5000.0%0.02%
-43.2%
Q3 2020$421,000
+2.2%
23,5000.0%0.04%
-2.6%
Q2 2020$412,00023,5000.04%
Other shareholders
PHYSICIANS RLTY TR shareholders Q3 2023
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