DOC — PHYSICIANS RLTY TR COM

Ownership history in Clean Yield Group  ·  49 quarters on record

This page tracks every 13F SEC filing in which Clean Yield Group reported a position in PHYSICIANS RLTY TR COM (DOC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.12% (2024 Q1)
Avg. % of fund
1.88%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
49
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 209,858 -10,194 -4.6% 0.94% $3.4M $15.89
2025 Q3 REDUCED 220,052 -17,156 -7.2% 1.19% $4.2M $18.59
2025 Q2 REDUCED 237,208 -17,116 -6.7% 1.24% $4.2M $16.71
2025 Q1 REDUCED 254,324 -7,396 -2.8% 1.68% $5.1M $18.97
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DOC price (monthly, adj. close)

Other funds also holding DOC

As of 2025 Q4 — sorted by position size

Presima Securities ULC 3Y 7Y 3.47% EQUITY INVESTMENT CORP 3Y 7Y 2.28% Foresight Group Ltd Liability Partnership 2.08% Vert Asset Management LLC 3Y 1.84% FULLER & THALER ASSET MANAGEMENT, INC. 3Y 7Y 1.64% Cullen Capital Management, LLC 3Y 7Y 1.62% PGGM Investments 3Y 7Y 1.45% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 1.34% WOLFF WIESE MAGANA LLC 3Y 1.23% Gillson Capital LP 3Y 7Y 1.08%
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