DOC — PHYSICIANS RLTY TR

Ownership history in Diversified Trust Co  ·  30 quarters on record

This page tracks every 13F SEC filing in which Diversified Trust Co reported a position in PHYSICIANS RLTY TR (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
0.01% (2020 Q3)
Avg. % of fund
0.01%
First filed
2017 Q3
Last filed
2025 Q3
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 12,204 +495 +4.2% 0.00% $234K $18.48
2025 Q1 REDUCED 11,709 -12,379 -51.4% 0.01% $237K $18.86
2024 Q4 ADDED 24,088 +14,027 +139.4% 0.01% $488K $18.61
2024 Q3 REDUCED 10,061 -143 -1.4% 0.01% $230K $20.72
26 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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