Baird Financial Group
DOC

Baird Financial Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Baird Financial Group’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
-20,030
Closed -$267K – 1826
2023
Q4 		$267K Sell
20,030
-715,791
-97% -$8.5M ﹤0.01% 1559
2023
Q3 		$8.97M Sell
735,821
-16,588
-2% -$229K 0.02% 457
2023
Q2 		$10.5M Buy
752,409
+7,978
+1% +$113K 0.03% 430
2023
Q1 		$11.1M Buy
744,431
+32,260
+5% +$487K 0.03% 405
2022
Q4 		$10.3M Sell
712,171
-526,578
-43% -$7.65M 0.03% 428
2022
Q3 		$18.6M Sell
1,238,749
-32,442
-3% -$548K 0.05% 298
2022
Q2 		$22.2M Buy
1,271,191
+364,456
+40% +$6.43M 0.06% 287
2022
Q1 		$15.9M Buy
906,735
+48,050
+6% +$844K 0.04% 358
2021
Q4 		$16.2M Buy
858,685
+62,647
+8% +$1.15M 0.04% 363
2021
Q3 		$14M Buy
796,038
+14,156
+2% +$262K 0.04% 362
2021
Q2 		$14.4M Buy
781,882
+29,337
+4% +$546K 0.04% 357
2021
Q1 		$13.3M Buy
752,545
+149,674
+25% +$2.66M 0.04% 356
2020
Q4 		$10.7M Buy
602,871
+404,035
+203% +$7.23M 0.03% 373
2020
Q3 		$3.56M Sell
198,836
-199,066
-50% -$3.55M 0.01% 582
2020
Q2 		$6.97M Sell
397,902
-50,991
-11% -$832K 0.03% 409
2020
Q1 		$6.26M Buy
448,893
+27,474
+7% +$505K 0.03% 406
2019
Q4 		$7.98M Sell
421,419
-168,513
-29% -$3.09M 0.03% 428
2019
Q3 		$10.5M Sell
589,932
-29,738
-5% -$517K 0.04% 349
2019
Q2 		$10.8M Buy
619,670
+42,663
+7% +$776K 0.04% 345
2019
Q1 		$10.9M Buy
577,007
+17,859
+3% +$318K 0.06% 310
2018
Q4 		$8.96M Buy
559,148
+167,020
+43% +$2.8M 0.06% 313
2018
Q3 		$6.53M Buy
392,128
+13,090
+3% +$217K 0.04% 395
2018
Q2 		$6.04M Sell
379,038
-3,008
-0.8% -$45.5K 0.04% 395
2018
Q1 		$5.95M Buy
382,046
+13,527
+4% +$212K 0.04% 389
2017
Q4 		$6.63M Sell
368,519
-24,713
-6% -$443K 0.05% 368
2017
Q3 		$6.97M Buy
393,232
+22,199
+6% +$410K 0.05% 346
2017
Q2 		$7.47M Sell
371,033
-16,251
-4% -$330K 0.06% 322
2017
Q1 		$7.7M Sell
387,284
-13,601
-3% -$260K 0.06% 307
2016
Q4 		$7.6M Sell
400,885
-23,867
-6% -$452K 0.07% 287
2016
Q3 		$9.15M Buy
424,752
+194
+0% +$4.1K 0.08% 252
2016
Q2 		$8.92M Buy
424,558
+8,337
+2% +$160K 0.08% 251
2016
Q1 		$7.73M Buy
+416,221
New +$7.17M 0.07% 269

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

Baird Financial Group's DOC Position: Q1 2024 in Review

Baird Financial Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 20,030 shares — an estimated $267K sold.

Baird Financial Group first reported a position in DOC in Q1 2016 and held it in 32 quarters. The position peaked at $22.2M in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Baird Financial Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Baird Financial Group sold 20,030 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $267K.
  • Baird Financial Group first reported a position in PHYSICIANS REALTY TRUST in Q1 2016 and held it in 32 quarters.
  • Baird Financial Group's PHYSICIANS REALTY TRUST position peaked at $22.2M in Q2 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Baird Financial Group's 13F filing for Q1 2024, filed 14 May 2024.