Physicians Realty Trust
13F holders, Q1 2024 (March 31)9holders
$17.49avg. 13F price*
At the end of Q1 2024, 9 institutions reported holding Physicians Realty Trust in their 13F filings. The largest holders were Cibc World Markets Corp. ($5.5M), Ibex Wealth Advisors ($2.5M) and Advisors Management Group Inc. ($1.8M).
- Company
- Physicians Realty Trust
- CUSIP
- 71943U104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.3M |
| Exits | 337 | $2.8B |
Ownership 9 holders
| Cibc World Markets Corp. | 0.04% | Add +264.9% | 292,252 | $5.5M |
| Ibex Wealth Advisors | 0.69% | — | 175,983 | $2.5M |
| Advisors Management Group Inc. | 0.44% | New | 94,859 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -54.1% | 66,400 | $1.2M |
| Vinva Investment Management Ltd | 0.03% | New | 28,389 | $532K |
| Coppell Advisory Solutions Corp. | 0.04% | — | 11,622 | $218K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -26.7% | 17,439 | $213K |
| IFP Advisors, Inc | 0.00% | Add +7.7% | 168 | $2K |
| Huntington National Bank | 0.00% | No change | 1 | $11 |
"% of holder's portfolio" is PHYSICIANS REALTY TRUST's weight in each manager's 13F, not the share of Physicians Realty Trust the manager owns.