WADDELL & ASSOCIATES, LLC - PHYSICIANS RLTY TR ownership

PHYSICIANS RLTY TR's ticker is DOC and the CUSIP is 71943U104. A total of 9 filers reported holding PHYSICIANS RLTY TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WADDELL & ASSOCIATES, LLC ownership history of PHYSICIANS RLTY TR
ValueSharesWeighting
Q3 2023$219,420
-12.9%
18,0000.0%0.03%
-13.5%
Q2 2023$251,820
-28.7%
18,000
-23.9%
0.04%
-32.7%
Q1 2023$353,318
-0.5%
23,665
+0.2%
0.06%
-20.3%
Q3 2022$355,000
-15.9%
23,615
-2.4%
0.07%
-19.8%
Q2 2022$422,000
+18.2%
24,200
+19.0%
0.09%
+50.9%
Q1 2022$357,000
-6.8%
20,3300.0%0.06%
-6.6%
Q4 2021$383,000
+39.3%
20,330
+30.5%
0.06%
+29.8%
Q3 2021$275,000
-4.5%
15,5800.0%0.05%
+6.8%
Q2 2021$288,00015,5800.04%
Other shareholders
PHYSICIANS RLTY TR shareholders Q4 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