BCI
DOC

Brinker Capital Investments’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Brinker Capital Investments’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
-328,020
Closed -$4.33M – 1771
2023
Q4 		$4.33M Sell
328,020
-58,824
-15% -$699K 0.05% 333
2023
Q3 		$4.72M Buy
386,844
+92,966
+32% +$1.29M 0.06% 313
2023
Q2 		$4.11M Buy
293,878
+25,132
+9% +$357K 0.04% 370
2023
Q1 		$4.01M Buy
268,746
+64,267
+31% +$970K 0.05% 327
2022
Q4 		$2.96M Buy
204,479
+5,811
+3% +$84.4K 0.06% 338
2022
Q3 		$2.99M Sell
198,668
-921
-0.5% -$15.5K 0.06% 306
2022
Q2 		$3.48M Sell
199,589
-4,153
-2% -$73.3K 0.07% 283
2022
Q1 		$3.57M Buy
203,742
+254
+0.1% +$4.46K 0.06% 329
2021
Q4 		$3.83M Sell
203,488
-7,556
-4% -$139K 0.06% 342
2021
Q3 		$3.9M Hold
211,044
– – 0.06% 328
2021
Q2 		$3.9M Buy
211,044
+94,952
+82% +$1.77M 0.05% 377
2021
Q1 		$2.06M Sell
116,092
-113,118
-49% -$2.01M 0.03% 509
2020
Q4 		$4.08M Buy
229,210
+90,294
+65% +$1.62M 0.06% 372
2020
Q3 		$2.49M Buy
+138,916
New +$2.47M 0.04% 398

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

Brinker Capital Investments's DOC Position: Q1 2024 in Review

Brinker Capital Investments sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 328,020 shares — an estimated $4.33M sold.

Brinker Capital Investments first reported a position in DOC in Q3 2020 and held it in 14 quarters. The position peaked at $4.72M in Q3 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Brinker Capital Investments reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Brinker Capital Investments sold 328,020 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $4.33M.
  • Brinker Capital Investments first reported a position in PHYSICIANS REALTY TRUST in Q3 2020 and held it in 14 quarters.
  • Brinker Capital Investments's PHYSICIANS REALTY TRUST position peaked at $4.72M in Q3 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Brinker Capital Investments's 13F filing for Q1 2024, filed 31 Jul 2025.