BIA
DOC

Barry Investment Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Barry Investment Advisors’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
-38,201
Closed -$508K – 124
2023
Q4 		$508K Sell
38,201
-11,896
-24% -$141K 0.17% 64
2023
Q3 		$611K Sell
50,097
-4,827
-9% -$66.7K 0.22% 61
2023
Q2 		$768K Sell
54,924
-14,723
-21% -$209K 0.26% 59
2023
Q1 		$1.04M Sell
69,647
-3,565
-5% -$53.8K 0.34% 45
2022
Q4 		$1.06M Sell
73,212
-528
-0.7% -$7.67K 0.33% 47
2022
Q3 		$1.11M Sell
73,740
-124
-0.2% -$2.09K 0.38% 43
2022
Q2 		$1.29M Buy
73,864
+376
+0.5% +$6.64K 0.39% 44
2022
Q1 		$1.31M Buy
73,488
+10,308
+16% +$181K 0.35% 46
2021
Q4 		$1.19M Buy
63,180
+8,897
+16% +$164K 0.31% 48
2021
Q3 		$956K Buy
54,283
+2,890
+6% +$53.4K 0.26% 52
2021
Q2 		$949K Buy
51,393
+6,080
+13% +$113K 0.25% 50
2021
Q1 		$801K Buy
45,313
+19,933
+79% +$354K 0.22% 55
2020
Q4 		$452K Buy
+25,380
New +$454K 0.13% 68

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

Barry Investment Advisors's DOC Position: Q1 2024 in Review

Barry Investment Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 38,201 shares — an estimated $508K sold.

Barry Investment Advisors first reported a position in DOC in Q4 2020 and held it in 13 quarters. The position peaked at $1.31M in Q1 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Barry Investment Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Barry Investment Advisors sold 38,201 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $508K.
  • Barry Investment Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2020 and held it in 13 quarters.
  • Barry Investment Advisors's PHYSICIANS REALTY TRUST position peaked at $1.31M in Q1 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Barry Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.