CIM
DOC

Centersquare Investment Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Centersquare Investment 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
-96,500
Closed -$1.28M – 79
2023
Q4 		$1.28M Sell
96,500
-105
-0.1% -$1.25K 0.01% 65
2023
Q3 		$1.18M Buy
96,605
+2
+0% +$28 0.01% 70
2023
Q2 		$1.35M Buy
96,603
+4
+0% +$57 0.02% 74
2023
Q1 		$1.44M Hold
96,599
– – 0.02% 75
2022
Q4 		$1.4M Sell
96,599
-65,892
-41% -$957K 0.02% 74
2022
Q3 		$2.44M Sell
162,491
-62,793
-28% -$1.06M 0.03% 74
2022
Q2 		$3.93M Sell
225,284
-21
-0% -$371 0.04% 81
2022
Q1 		$3.95M Buy
225,305
+105
+0% +$1.84K 0.04% 80
2021
Q4 		$4.24M Sell
225,200
-33,500
-13% -$617K 0.04% 80
2021
Q3 		$4.56M Hold
258,700
– – 0.05% 86
2021
Q2 		$4.78M Hold
258,700
– – 0.05% 87
2021
Q1 		$4.57M Sell
258,700
-2,828
-1% -$50.2K 0.05% 84
2020
Q4 		$4.66M Buy
261,528
+2,727
+1% +$48.8K 0.06% 80
2020
Q3 		$4.63M Buy
258,801
+101
+0% +$1.8K 0.07% 78
2020
Q2 		$4.53M Buy
258,700
+257,589
+23,185% +$4.2M 0.07% 74
2020
Q1 		$15K Buy
+1,111
New +$20.4K ﹤0.01% 123

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 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

Centersquare Investment Management's DOC Position: Q1 2024 in Review

Centersquare Investment Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 96,500 shares — an estimated $1.28M sold.

Centersquare Investment Management first reported a position in DOC in Q1 2020 and held it in 16 quarters. The position peaked at $4.78M in Q2 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Centersquare Investment Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Centersquare Investment Management sold 96,500 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.28M.
  • Centersquare Investment Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2020 and held it in 16 quarters.
  • Centersquare Investment Management's PHYSICIANS REALTY TRUST position peaked at $4.78M in Q2 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Centersquare Investment Management's 13F filing for Q1 2024, filed 10 May 2024.