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. 2,304,960$32,246,39010.32%
Clean Yield Group 480,243$6,718,6022.77%
Dean Capital Management 146,415$2,048,3462.73%
Sapience Investments, LLC 666,036$9,317,8442.10%
Channing Capital Management, LLC 4,394,331$61,476,6911.89%
Sippican Capital Advisors 128,122$1,792,4271.65%
MARATHON CAPITAL MANAGEMENT 465,766$6,516,0731.61%
PEAK FINANCIAL ADVISORS LLC 133,336$1,865,3711.46%
Oxbow Advisors, LLC 616,902$8,630,4571.36%
Mesirow Institutional Investment Management, Inc. 839,462$11,744,0731.21%
View complete list of PHYSICIANS RLTY TR shareholders