Cerity Partners
DOC

Cerity Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Cerity Partners’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
-19,912
Closed -$265K – 2378
2023
Q4 		$265K Buy
+19,912
New +$237K ﹤0.01% 1583
2023
Q3 		– Sell
-21,965
Closed -$307K – 1770
2023
Q2 		$307K Buy
21,965
+1,591
+8% +$22.6K ﹤0.01% 1382
2023
Q1 		$304K Buy
20,374
+7,599
+59% +$115K ﹤0.01% 1522
2022
Q4 		$185K Buy
+12,775
New +$186K ﹤0.01% 1355

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

Cerity Partners's DOC Position: Q1 2024 in Review

Cerity Partners sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 19,912 shares — an estimated $265K sold.

Cerity Partners first reported a position in DOC in Q4 2022 and held it in 4 quarters. The position peaked at $307K in Q2 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Cerity Partners reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Cerity Partners sold 19,912 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $265K.
  • Cerity Partners first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and held it in 4 quarters.
  • Cerity Partners's PHYSICIANS REALTY TRUST position peaked at $307K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Cerity Partners's 13F filing for Q1 2024, filed 14 May 2024.