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DOC

PHYSICIANS REALTY TRUST

Delisted

DOC was delisted on the 29th of February, 2024.

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
226
Thompson Siegel & Walmsley
Virginia
$30K
ClearBridge Investments
227
ClearBridge Investments
New York
$29K
BCM
228
Brasada Capital Management
Texas
$27K
Parallax Volatility Advisers
229
Parallax Volatility Advisers
California
$24K -$54.4K -3,284 -70%
CGT
230
Capital Guardian Trust
California
$22K +$21.8K +1,316 New
FHB
231
First Hawaiian Bank
Hawaii
$22K +$22.1K +1,332 New
QCIG
232
Quad-Cities Investment Group
Iowa
$19K
PA
233
Parallel Advisors
California
$18K +$3.51K +212 +25%
SIA
234
SeaBridge Investment Advisors
New Jersey
$17K
KF
235
Krilogy Financial
Missouri
$17K +$16.8K +1,012 New
CBT
236
Capital Bank & Trust
California
$16K +$16K +968 New
PCG
237
Private Capital Group
Connecticut
$15K -$3.05K -184 -17%
TC
238
Truvestments Capital
Florida
$13K +$12.6K +758 New
Bessemer Group
239
Bessemer Group
New Jersey
$12K +$11.5K +693 New
JCM
240
Jacobi Capital Management
Pennsylvania
$11K +$149 +9 +1%
AssetMark Inc
241
AssetMark Inc
California
$10K -$265 -16 -3%
BWM
242
BerganKDV Wealth Management
Minnesota
$10K
LF
243
Lee Financial
Texas
$9K -$13.9K -839 -61%
SIAS
244
Shine Investment Advisory Services
Colorado
$8K -$8.16K -492 Closed
SIS
245
Sound Income Strategies
Florida
$8K
TCOV
246
Trust Company of Vermont
Vermont
$8K
PCM
247
Prelude Capital Management
New York
$8K +$7.48K +451 New
AF
248
Advisornet Financial
Minnesota
$8K +$7.53K +454 New
BL
249
Balentine LLC
Georgia
$7K +$6.57K +396 New
LFA
250
Legacy Financial Advisors
Kentucky
$7K +$7.29K +440 New