PEAK FINANCIAL ADVISORS LLC - PHYSICIANS RLTY TR ownership

PHYSICIANS RLTY TR's ticker is DOC and the CUSIP is 71943U104. A total of 354 filers reported holding PHYSICIANS RLTY TR in Q4 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
PEAK FINANCIAL ADVISORS LLC ownership history of PHYSICIANS RLTY TR
ValueSharesWeighting
Q3 2023$339,991
-81.8%
27,891
-79.1%
0.37%
-74.9%
Q2 2023$1,865,371
+17.9%
133,336
+25.8%
1.46%
+9.6%
Q1 2023$1,581,863
+3.5%
105,952
+0.3%
1.34%
-4.0%
Q4 2022$1,527,902105,5911.39%
Other shareholders
PHYSICIANS RLTY TR shareholders Q4 2022
NameSharesValueWeighting ↓
Ranger Global Real Estate Advisors, LLC 950,202$16,572,0004.14%
Camarda Financial Advisors, LLC 99,027$1,727,0003.39%
Clean Yield Group 304,075$5,303,0001.92%
Sapience Investments, LLC 612,810$10,687,0001.46%
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 529,949$9,242,0001.43%
HEITMAN REAL ESTATE SECURITIES LLC 1,859,419$32,428,0001.42%
Uniplan Investment Counsel, Inc. 1,080,022$18,835,0001.19%
RMR Advisors LLC 179,791$3,136,0001.14%
Ceredex Value Advisors LLC 3,549,986$61,912,0000.75%
Penn Capital Management Company, LLC 425,195$7,415,0000.73%
View complete list of PHYSICIANS RLTY TR shareholders