We are live on
!
Find out more
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 |
|
|---|---|---|---|---|---|---|
| 1 |
CAS
1
Coppell Advisory Solutions
Coppell,
Texas
| $228K | +$228K | +11,644 | New |
|
| 2 |
SLG
2
Silver Lake Group
Menlo Park,
California
| $212K | +$212K | +10,800 | New |
|
| 3 |
HNB
3
Huntington National Bank
Columbus,
Ohio
| $11 | – | – | – |
|
| 4 |
CWM
4
CIBC World Markets
New York
| – | -$5.48M | -292,252 | Closed |
|
| 5 |
IWA
5
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$2.55M | -175,983 | Closed |
|
| 6 |
AMG
6
Advisors Management Group
La Crosse,
Wisconsin
| – | -$1.78M | -94,859 | Closed |
|
| 7 |
AIP
7
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$1.25M | -66,400 | Closed |
|
| 8 |
VIM
8
Vinva Investment Management
Sydney,
Australia
| – | -$532K | -28,389 | Closed |
|
| 9 |
BRWA
9
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$213K | -17,439 | Closed |
|
| 10 |
IA
10
IFP Advisors
Tampa,
Florida
| – | -$1.89K | -168 | Closed |
|