CIM
DOC

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

CIM 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
-19,400
Closed -$258K – 299
2023
Q4 		$258K Hold
19,400
– – 0.08% 226
2023
Q3 		$236K Hold
19,400
– – 0.09% 225
2023
Q2 		$271K Hold
19,400
– – 0.09% 206
2023
Q1 		$290K Buy
19,400
+666
+4% +$10K 0.11% 195
2022
Q4 		$271K Hold
18,734
– – 0.11% 186
2022
Q3 		$282K Hold
18,734
– – 0.13% 163
2022
Q2 		$327K Hold
18,734
– – 0.14% 154
2022
Q1 		$329K Sell
18,734
-2,181
-10% -$38.3K 0.11% 172
2021
Q4 		$394K Hold
20,915
– – 0.12% 179
2021
Q3 		$369K Sell
20,915
-10,457
-33% -$193K 0.12% 168
2021
Q2 		$579K Hold
31,372
– – 0.18% 119
2021
Q1 		$554K Sell
31,372
-1,869
-6% -$33.2K 0.17% 118
2020
Q4 		$592K Buy
+33,241
New +$595K 0.19% 103
2019
Q4 		– Sell
-14,570
Closed -$259K – 338
2019
Q3 		$259K Hold
14,570
– – 0.1% 265
2019
Q2 		$254K Sell
14,570
-295
-2% -$5.37K 0.09% 271
2019
Q1 		$280K Sell
14,865
-15,121
-50% -$269K 0.11% 254
2018
Q4 		$481K Hold
29,986
– – 0.21% 107
2018
Q3 		$506K Buy
29,986
+16,194
+117% +$268K 0.18% 148
2018
Q2 		$220K Hold
13,792
– – 0.08% 320
2018
Q1 		$215K Hold
13,792
– – 0.07% 305
2017
Q4 		$248K Sell
13,792
-108
-0.8% -$1.94K 0.08% 292
2017
Q3 		$246K Hold
13,900
– – 0.09% 288
2017
Q2 		$280K Buy
+13,900
New +$282K 0.1% 283

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

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

CIM Investment Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 19,400 shares — an estimated $258K sold.

CIM Investment Management first reported a position in DOC in Q2 2017 and held it in 23 quarters. The position peaked at $592K in Q4 2020. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • CIM Investment Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • CIM Investment Management sold 19,400 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $258K.
  • CIM Investment Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2017 and held it in 23 quarters.
  • CIM Investment Management's PHYSICIANS REALTY TRUST position peaked at $592K in Q4 2020.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on CIM Investment Management's 13F filing for Q1 2024, filed 7 May 2024.