Citigroup
DOC

Citigroup’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Citigroup’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
-113,621
Closed -$1.51M – 5965
2023
Q4 		$1.51M Buy
113,621
+53,209
+88% +$632K ﹤0.01% 2483
2023
Q3 		$736K Sell
60,412
-50,365
-45% -$696K ﹤0.01% 2763
2023
Q2 		$1.55M Buy
110,777
+2,451
+2% +$34.8K ﹤0.01% 2454
2023
Q1 		$1.62M Buy
108,326
+32,061
+42% +$484K ﹤0.01% 2170
2022
Q4 		$1.1M Sell
76,265
-40,901
-35% -$594K ﹤0.01% 2530
2022
Q3 		$1.76M Sell
117,166
-157,769
-57% -$2.66M ﹤0.01% 2241
2022
Q2 		$4.8M Buy
274,935
+107,333
+64% +$1.89M ﹤0.01% 1564
2022
Q1 		$2.94M Sell
167,602
-235,207
-58% -$4.13M ﹤0.01% 2036
2021
Q4 		$7.58M Buy
402,809
+94,463
+31% +$1.74M ﹤0.01% 1567
2021
Q3 		$5.43M Sell
308,346
-31,977
-9% -$591K ﹤0.01% 1767
2021
Q2 		$6.29M Buy
340,323
+123,231
+57% +$2.29M ﹤0.01% 1727
2021
Q1 		$3.83M Sell
217,092
-115,603
-35% -$2.05M ﹤0.01% 1984
2020
Q4 		$5.92M Sell
332,695
-29,745
-8% -$532K ﹤0.01% 1950
2020
Q3 		$6.49M Buy
362,440
+107,590
+42% +$1.92M ﹤0.01% 1711
2020
Q2 		$4.46M Buy
254,850
+20,419
+9% +$333K ﹤0.01% 1967
2020
Q1 		$3.27M Buy
234,431
+92,436
+65% +$1.7M ﹤0.01% 2038
2019
Q4 		$2.69M Sell
141,995
-4,866
-3% -$89.2K ﹤0.01% 2677
2019
Q3 		$2.61M Sell
146,861
-40,299
-22% -$700K ﹤0.01% 2575
2019
Q2 		$3.26M Buy
187,160
+35,391
+23% +$644K ﹤0.01% 2331
2019
Q1 		$2.85M Sell
151,769
-270,381
-64% -$4.82M ﹤0.01% 2279
2018
Q4 		$6.77M Sell
422,150
-88,406
-17% -$1.48M 0.01% 1570
2018
Q3 		$8.61M Buy
510,556
+373,925
+274% +$6.2M 0.01% 1393
2018
Q2 		$2.18M Sell
136,631
-456,631
-77% -$6.9M ﹤0.01% 2614
2018
Q1 		$9.24M Buy
593,262
+471,098
+386% +$7.39M 0.01% 1294
2017
Q4 		$2.2M Sell
122,164
-165,445
-58% -$2.97M ﹤0.01% 2581
2017
Q3 		$5.1M Sell
287,609
-14,897
-5% -$275K ﹤0.01% 1745
2017
Q2 		$6.09M Buy
302,506
+17,211
+6% +$349K 0.01% 1544
2017
Q1 		$5.67M Sell
285,295
-100,096
-26% -$1.91M 0.01% 1562
2016
Q4 		$7.31M Buy
385,391
+37,206
+11% +$705K 0.01% 1466
2016
Q3 		$7.5M Buy
348,185
+44,744
+15% +$946K 0.01% 1296
2016
Q2 		$6.38M Sell
303,441
-39,653
-12% -$760K 0.01% 1359
2016
Q1 		$6.38M Buy
343,094
+265,375
+341% +$4.57M 0.01% 1350
2015
Q4 		$1.31M Buy
77,719
+59,286
+322% +$944K ﹤0.01% 2844
2015
Q3 		$278K Sell
18,433
-12,538
-40% -$193K ﹤0.01% 4255
2015
Q2 		$476K Sell
30,971
-51,436
-62% -$852K ﹤0.01% 3752
2015
Q1 		$1.45M Buy
82,407
+72,133
+702% +$1.22M ﹤0.01% 2756
2014
Q4 		$171K Buy
10,274
+7,927
+338% +$121K ﹤0.01% 4816
2014
Q3 		$32K Buy
2,347
+1,312
+127% +$18.8K ﹤0.01% 5613
2014
Q2 		$15K Sell
1,035
-2,050
-66% -$28K ﹤0.01% 5997
2014
Q1 		$43K Sell
3,085
-5,570
-64% -$72.4K ﹤0.01% 5599
2013
Q4 		$110K Buy
+8,655
New +$107K ﹤0.01% 5188

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IWA
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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