Baillie Gifford & Co
DOC

Baillie Gifford & Co’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Baillie Gifford & Co’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-44,143
Closed -$588K – 303
2023
Q4 		$588K Buy
44,143
+4,715
+12% +$56K ﹤0.01% 269
2023
Q3 		$481K Buy
39,428
+6,929
+21% +$95.8K ﹤0.01% 276
2023
Q2 		$455K Buy
32,499
+4,378
+16% +$62.2K ﹤0.01% 274
2023
Q1 		$420K Sell
28,121
-5,696
-17% -$85.9K ﹤0.01% 279
2022
Q4 		$489K Buy
+33,817
New +$491K ﹤0.01% 285

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Baillie Gifford & Co's DOC Position: Q1 2024 in Review

Baillie Gifford & Co sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 44,143 shares — an estimated $588K sold.

Baillie Gifford & Co first reported a position in DOC in Q4 2022 and held it in 5 quarters. The position peaked at $588K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Baillie Gifford & Co reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Baillie Gifford & Co sold 44,143 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $588K.
  • Baillie Gifford & Co first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and held it in 5 quarters.
  • Baillie Gifford & Co's PHYSICIANS REALTY TRUST position peaked at $588K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Baillie Gifford & Co's 13F filing for Q1 2024, filed 1 May 2024.