Physicians Realty Trust

13F holders, Q3 2024 (September 30)
4holders +1
2new positions
1sold out
$22.87avg. 13F price*

At the end of Q3 2024, 4 institutions reported holding Physicians Realty Trust in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were Cibc World Markets Corp. ($6.4M), Silver Lake Group, L.L.C. ($247K) and Geneos Wealth Management Inc. ($72K).

Company
Physicians Realty Trust
Filed as
HEALTHPEAK PROPERTIES (Q3 2024)
CUSIP
71943U104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 9Q1 2024Q2 2024: 3Q2 2024Q3 2024: 4Q3 2024Q4 2024: 4Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions2$6.5M
Exits1$228K

All 13F filers, Q2 2024 → Q3 2024: 284,667 shares bought and 11,644 shares sold, net +273,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Cibc World Markets Corp. 0.05% New 281,535 $6.4M
Silver Lake Group, L.L.C. 0.00% No change 10,800 $247K
Geneos Wealth Management Inc. 0.00% New 3,132 $72K
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.