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. 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