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DOC
PHYSICIANS REALTY TRUST
Delisted
DOC was delisted on the 29th of February, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 351 |
BL
351
Balentine LLC
Atlanta,
Georgia
| – | -$6K | -331 | Closed |
|
| 352 |
EWM
352
Edge Wealth Management
New York
| – | -$5K | -300 | Closed |
|
| 353 |
OPS
353
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$5K | -273 | Closed |
|
| 354 |
FWM
354
Focused Wealth Management
Newburgh,
New York
| – | -$5K | -266 | Closed |
|
| 355 |
FHA
355
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$4K | -265 | Closed |
|
| 356 |
CCA
356
Column Capital Advisors
Indianapolis,
Indiana
| – | -$2K | -116 | Closed |
|
| 357 |
HFS
357
HBC Financial Services
Seattle,
Washington
| – | -$1K | -85 | Closed |
|
| 358 |
PFO
358
Pathstone Family Office
Englewood,
New Jersey
| – | -$196 | -11 | -50% |
|
| 359 |
FHC
359
First Horizon Corporation
Memphis,
Tennessee
| – | +$285 | +16 | New |
|