SEC 13F Intelligence

Marathon Capital Management / DOCUSD

Marathon Capital Management’s Physicians Realty Trust Position

Does Marathon Capital Management own Physicians Realty Trust (DOCUSD)? Not currently — the last reported position was 455.6K shares worth $6M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q4 2023
Shares
455.6K
% of Portfolio
+1.52%
Quarters Held
15
position exited

Position History DOCUSD

Reported value by quarter
Q2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ2 ’22Q3 ’22: $7MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $7MQ2 ’23Q3 ’23: $6MQ4 ’23: $6MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023455.6K$6M+1.52%
Q3 2023463.2K$6M+1.42%
Q2 2023465.8K$7M+1.61%
Q1 2023470.9K$7M+1.73%
Q4 2022470.5K$7M+1.88%
Q3 2022485.0K$7M+2.08%
Q2 2022105.2K$2M+0.59%
Q1 2022102.6K$2M+0.52%
Q4 202182.2K$2M+0.36%
Q3 202189.4K$2M+0.36%
Q2 202189.5K$2M+0.38%
Q1 202190.5K$2M+0.42%
Q4 202088.3K$2M+0.46%
Q3 202091.8K$2M+0.60%
Q2 202093.5K$2M+0.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marathon Capital Management’s full portfolio or all institutional holders of DOCUSD.