Cambridge Investment Research Advisors
DOC

Cambridge Investment Research Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Cambridge Investment Research 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
-261,741
Closed -$3.48M – 3430
2023
Q4 		$3.48M Sell
261,741
-857
-0.3% -$10.2K 0.01% 883
2023
Q3 		$3.2M Sell
262,598
-4,504
-2% -$62.3K 0.01% 889
2023
Q2 		$3.74M Sell
267,102
-4,873
-2% -$69.2K 0.02% 811
2023
Q1 		$4.06M Buy
271,975
+1,353
+0.5% +$20.4K 0.02% 743
2022
Q4 		$3.92M Buy
270,622
+181,852
+205% +$2.64M 0.02% 714
2022
Q3 		$1.33M Sell
88,770
-2,366
-3% -$39.9K 0.01% 1284
2022
Q2 		$1.59M Sell
91,136
-4,368
-5% -$77.1K 0.01% 1169
2022
Q1 		$1.68M Buy
95,504
+6,028
+7% +$106K 0.01% 1246
2021
Q4 		$1.69M Buy
89,476
+6,088
+7% +$112K 0.01% 1245
2021
Q3 		$1.47M Buy
83,388
+464
+0.6% +$8.58K 0.01% 1265
2021
Q2 		$1.53M Buy
82,924
+8,213
+11% +$153K 0.01% 1259
2021
Q1 		$1.32M Buy
74,711
+7,253
+11% +$129K 0.01% 1252
2020
Q4 		$1.2M Buy
67,458
+9,714
+17% +$174K 0.01% 1190
2020
Q3 		$1.03M Buy
57,744
+1,287
+2% +$22.9K 0.01% 1173
2020
Q2 		$989K Sell
56,457
-3,049
-5% -$49.7K 0.01% 1125
2020
Q1 		$830K Buy
59,506
+3,417
+6% +$62.8K 0.01% 1078
2019
Q4 		$1.06M Buy
56,089
+3,454
+7% +$63.3K 0.01% 1113
2019
Q3 		$934K Buy
52,635
+6,184
+13% +$107K 0.01% 1108
2019
Q2 		$810K Sell
46,451
-308
-0.7% -$5.6K 0.01% 1138
2019
Q1 		$880K Buy
46,759
+345
+0.7% +$6.14K 0.01% 1104
2018
Q4 		$744K Sell
46,414
-1,132
-2% -$19K 0.01% 1101
2018
Q3 		$802K Sell
47,546
-10,463
-18% -$173K 0.01% 1158
2018
Q2 		$925K Buy
58,009
+912
+2% +$13.8K 0.01% 1028
2018
Q1 		$889K Sell
57,097
-939
-2% -$14.7K 0.01% 1000
2017
Q4 		$1.04M Buy
58,036
+3,647
+7% +$65.4K 0.01% 884
2017
Q3 		$964K Buy
54,389
+3,981
+8% +$73.5K 0.01% 862
2017
Q2 		$1.01M Buy
50,408
+939
+2% +$19.1K 0.01% 804
2017
Q1 		$983K Buy
49,469
+7,781
+19% +$149K 0.02% 734
2016
Q4 		$790K Sell
41,688
-30,502
-42% -$578K 0.01% 795
2016
Q3 		$1.55M Buy
72,190
+3,604
+5% +$76.2K 0.03% 504
2016
Q2 		$1.44M Buy
68,586
+7,461
+12% +$143K 0.03% 464
2016
Q1 		$1.14M Buy
61,125
+28,130
+85% +$485K 0.03% 520
2015
Q4 		$556K Buy
32,995
+8,694
+36% +$138K 0.01% 809
2015
Q3 		$367K Buy
+24,301
New +$373K 0.01% 923

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cambridge Investment Research Advisors's DOC Position: Q1 2024 in Review

Cambridge Investment Research Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 261,741 shares — an estimated $3.48M sold.

Cambridge Investment Research Advisors first reported a position in DOC in Q3 2015 and held it in 34 quarters. The position peaked at $4.06M in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 261,741 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $3.48M.
  • Cambridge Investment Research Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2015 and held it in 34 quarters.
  • Cambridge Investment Research Advisors's PHYSICIANS REALTY TRUST position peaked at $4.06M in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.