DOC β€” PHYSICIANS RLTY TR

Ownership history in Gillson Capital LP  Β·  9 quarters on record

This page tracks every 13F SEC filing in which Gillson Capital LP 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.13% (2020 Q2)
πŸ“Š Avg. % of fund
1.08%
πŸ“… First filed
2017 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

Gillson Capital LP Γ— DOC AI Analytics

πŸ“‰ Gillson Capital LP underperformed the S&P 500 by –76.7% annually on this DOC position. Timing score: 62% (5/8 decisions correct). Average cost basis: $17.96. Maximum drawdown during holding period: –36.1%.

πŸ“ˆ Position Alpha vs SPY
-76.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 76.7% ann.
8 quarters analyzed

⏱️ Timing Score
62%

βœ… Decent timing β€” more right than wrong on entries and exits.
5 of 8 add/trim decisions correct

πŸ’° Entry Quality
$17.96
-12.1% vs current ($15.79)

Best entry: $15.79 (2025 Q4)  Β·  Worst: $24.72 (2019 Q4)

πŸ›‘οΈ Drawdown Resilience
–36.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
56%
buy-side decisions

5 adds Β· 4 trims. Bought during 2 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Gillson Capital LP has been actively increasing its DOC allocation β€” a bullish signal from insiders.
Currently 1.08% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DOC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,029,091 +287,591 +38.8% 1.08% $16.5M $15.79
2024 Q2 REDUCED 741,500 -343,100 -31.6% 1.40% $14.5M $17.51
2024 Q1 ADDED 1,084,600 +989,849 +1044.7% 1.93% $20.3M $16.49
2023 Q4 REDUCED 94,751 -197,289 -67.6% 0.13% $1.3M $17.11
2020 Q3 REDUCED 292,040 -138,232 -32.1% 1.15% $7.9M $20.24
2020 Q2 ADDED 430,272 +319,462 +288.3% 2.13% $11.9M $20.28
2020 Q1 REDUCED 110,810 -173,585 -61.0% 0.45% $2.6M $17.28
2019 Q4 ADDED 284,395 +156,125 +121.7% 0.84% $9.8M $24.72
2017 Q2 INITIATED 128,270 β€” β€” 0.59% $2.6M $20.10

🏒 Other funds also holding DOC

As of 2025 Q4 β€” 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% Clean Yield Group 3Y 7Y 0.94%
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