LASALLE INVESTMENT MANAGEMENT SECURITIES LLC DOC — PHYSICIANS REALTY TRUST

Ownership history in LASALLE INVESTMENT MANAGEMENT SECURITIES LLC  ·  29 quarters on record

AI Ownership Summary

LASALLE INVESTMENT MANAGEMENT SECURITIES LLC reported PHYSICIANS REALTY TRUST (DOC) in 29 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 3.33% in 2024 Q2. The latest visible filing shows DOC at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DOC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LASALLE INVESTMENT MANAGEMENT SECURITIES LLC's position in PHYSICIANS REALTY TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DOC was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.33% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DOC stock page LASALLE INVESTMENT MANAGEMENT SECURITIES LLC fund profile LASALLE INVESTMENT MANAGEMENT SECURITIES LLC full holdings
How LASALLE INVESTMENT MANAGEMENT SECURITIES LLC held DOC — position size vs. price
% of Fund (quarterly)    DOC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 533,956 — 0% 0.41% $11.4M 2026-08-12 $20.46
2026 Q1 UNCHANGED — — — 533,956 — 0% 0.35% $8.8M 2026-05-13 $19.07
2025 Q4 UNCHANGED — — — 533,956 — 0% 0.34% $8.6M 2026-02-10 $16.29
2025 Q3 ADDED — — — 533,956 +59,865 +12.6% 0.40% $10.2M 2025-11-12 $16.60
2025 Q2 ADDED — — — 474,091 +12,626 +2.7% 0.34% $8.3M 2025-08-12 $15.73
2025 Q1 UNCHANGED — — — 461,465 — 0% 0.41% $9.3M 2025-05-14 $15.43
2024 Q4 REDUCED 86.9% +1.3% ❌ 461,465 -3,062,026 -86.9% 0.40% $9.4M 2025-02-13 $17.78
2024 Q3 REDUCED 11.1% -11.4% ✅ 3,523,491 -438,017 -11.1% 3.08% $80.6M 2024-11-12 $19.41
2024 Q2 REDUCED — — — 3,961,508 -55,415 -1.4% 3.33% $77.6M 2024-08-08 $18.81
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DOC

As of 2026 Q2 — sorted by position size

RUSH ISLAND MANAGEMENT, LP 3Y 7Y 4.18% Foresight Group Ltd Liability Partnership 3.15% EQUITY INVESTMENT CORP 3Y 7Y 3.06% Pensionfund PDN 3Y 7Y 2.22% Pensionfund Sabic 3Y 7Y 2.17% Vert Asset Management LLC 3Y 2.08% GSI Capital Advisors LLC 3Y 7Y 2.07% Cullen Capital Management, LLC 3Y 7Y 2.06% Conversant Capital LLC 3Y 1.88% WOLFF WIESE MAGANA LLC 3Y 1.72%

FAQ About LASALLE INVESTMENT MANAGEMENT SECURITIES LLC and DOC

These are the practical questions this page is built to answer before you even open the full history table.

How long has LASALLE INVESTMENT MANAGEMENT SECURITIES LLC reported owning DOC?

LASALLE INVESTMENT MANAGEMENT SECURITIES LLC reported DOC across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported DOC position in LASALLE INVESTMENT MANAGEMENT SECURITIES LLC's portfolio?

The largest reported portfolio weight for DOC was 3.33% in 2024 Q2.

What is the latest reported DOC position on this page?

The most recent filing on this page is 2026 Q2, when LASALLE INVESTMENT MANAGEMENT SECURITIES LLC reported 533,956 shares, equal to 0.41% of portfolio, with an estimated market value of $11.4M.

What does the chart on this DOC ownership page compare?

The chart compares LASALLE INVESTMENT MANAGEMENT SECURITIES LLC's quarterly DOC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LASALLE INVESTMENT MANAGEMENT SECURITIES LLC time their DOC position?

Based on 13F filing dates vs. subsequent DOC price moves, LASALLE INVESTMENT MANAGEMENT SECURITIES LLC correctly timed 14 out of 25 reported position changes (56%). The annualised alpha on DOC relative to SPY over the holding period was +12.0%.

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