Lake Point Wealth Management »

Physicians Realty Trust shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Physicians Realty Trust shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Physicians Realty Trust

Tip: Access up to 7 years of quarterly data

All positions including Physicians Realty Trust held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Physicians Realty Trust by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $2.0k 100 20.00
2022-03-31 $2.0k 100 20.00
2021-12-31 $2.0k 100 20.00
2021-09-30 $2.0k 100 20.00
2021-06-30 $2.0k 100 20.00

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding Physicians Realty Trust

Vanguard Group
Goldman Sachs Group
Charles Schwab Investment Management
Dimensional Fund Advisors
Norges Bank Investment Management
Balyasny Asset Management
Henderson Group
Legal & General Group
Federated Investors
Systematic Financial Management
Jpmorgan Chase & Co
Alliancebernstein
Jennifer Ranahan
Ubs Global Asset Management Americas
Bank of America Corporation

View all funds holding Physicians Realty Trust