CAM
DOC

Carret Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Carret Asset Management’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
-60,260
Closed -$802K – 284
2023
Q4 		$802K Sell
60,260
-10,800
-15% -$128K 0.1% 152
2023
Q3 		$866K Buy
71,060
+3,450
+5% +$47.7K 0.12% 144
2023
Q2 		$946K Buy
67,610
+900
+1% +$12.8K 0.13% 139
2023
Q1 		$996K Buy
66,710
+700
+1% +$10.6K 0.14% 138
2022
Q4 		$955K Sell
66,010
-2,750
-4% -$39.9K 0.13% 137
2022
Q3 		$1.03M Sell
68,760
-900
-1% -$15.2K 0.15% 134
2022
Q2 		$1.22M Buy
69,660
+150
+0.2% +$2.65K 0.17% 131
2022
Q1 		$1.22M Hold
69,510
– – 0.14% 141
2021
Q4 		$1.31M Sell
69,510
-540
-0.8% -$9.95K 0.14% 140
2021
Q3 		$1.23M Buy
70,050
+1,746
+3% +$32.3K 0.15% 137
2021
Q2 		$1.26M Buy
68,304
+40,500
+146% +$753K 0.15% 136
2021
Q1 		$491K Buy
+27,804
New +$493K 0.06% 189

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

Carret Asset Management's DOC Position: Q1 2024 in Review

Carret Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 60,260 shares — an estimated $802K sold.

Carret Asset Management first reported a position in DOC in Q1 2021 and held it in 12 quarters. The position peaked at $1.31M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Carret Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Carret Asset Management sold 60,260 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $802K.
  • Carret Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2021 and held it in 12 quarters.
  • Carret Asset Management's PHYSICIANS REALTY TRUST position peaked at $1.31M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Carret Asset Management's 13F filing for Q1 2024, filed 19 Apr 2024.