Clean Yield Group
DOC icon

Clean Yield Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Clean Yield Group’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
-433,577
Closed -$5.77M – 397
2023
Q4 		$5.77M Sell
433,577
-46,254
-10% -$549K 2.43% 10
2023
Q3 		$5.67M Sell
479,831
-412
-0.1% -$5.7K 2.51% 8
2023
Q2 		$6.72M Buy
480,243
+20,673
+4% +$294K 2.77% 6
2023
Q1 		$6.86M Buy
459,570
+10,168
+2% +$153K 2.92% 5
2022
Q4 		$6.5M Buy
449,402
+43,585
+11% +$633K 2.79% 5
2022
Q3 		$6.1M Buy
405,817
+6,588
+2% +$111K 2.83% 5
2022
Q2 		$6.97M Sell
399,229
-6,718
-2% -$119K 2.88% 5
2022
Q1 		$7.12M Buy
405,947
+57,280
+16% +$1.01M 2.51% 8
2021
Q4 		$6.56M Buy
348,667
+13,052
+4% +$240K 2.1% 10
2021
Q3 		$5.91M Buy
335,615
+20,667
+7% +$382K 1.94% 13
2021
Q2 		$5.82M Buy
314,948
+16,547
+6% +$308K 1.98% 13
2021
Q1 		$5.27M Buy
298,401
+27,305
+10% +$485K 1.98% 15
2020
Q4 		$4.83M Buy
271,096
+41,830
+18% +$749K 1.73% 13
2020
Q3 		$4.11M Buy
229,266
+7,680
+3% +$137K 1.66% 14
2020
Q2 		$3.88M Sell
221,586
-39,566
-15% -$645K 1.68% 15
2020
Q1 		$3.64M Sell
261,152
-31,030
-11% -$570K 1.73% 15
2019
Q4 		$5.53M Sell
292,182
-12,518
-4% -$230K 1.73% 14
2019
Q3 		$5.41M Buy
304,700
+625
+0.2% +$10.9K 1.78% 11
2019
Q2 		$5.3M Buy
304,075
+1,505
+0.5% +$27.4K 1.92% 12
2019
Q1 		$5.69M Buy
302,570
+1,400
+0.5% +$24.9K 2.3% 9
2018
Q4 		$4.83M Buy
301,170
+52,565
+21% +$881K 2.1% 7
2018
Q3 		$4.19M Buy
248,605
+19,235
+8% +$319K 1.67% 14
2018
Q2 		$3.66M Buy
229,370
+78,115
+52% +$1.18M 1.51% 21
2018
Q1 		$2.36M Buy
+151,255
New +$2.37M 0.99% 38

Other funds holding DOC

CIBC World Markets
CIBC World Markets New York $20.8B AUM
IBEX Wealth Advisors
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Advisors Management Group
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Vinva Investment Management
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
Coppell Advisory Solutions Corp
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Clean Yield Group's DOC Position: Q1 2024 in Review

Clean Yield Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 433,577 shares — an estimated $5.77M sold.

Clean Yield Group first reported a position in DOC in Q1 2018 and held it in 24 quarters. The position peaked at $7.12M in Q1 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Clean Yield Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Clean Yield Group sold 433,577 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $5.77M.
  • Clean Yield Group first reported a position in PHYSICIANS REALTY TRUST in Q1 2018 and held it in 24 quarters.
  • Clean Yield Group's PHYSICIANS REALTY TRUST position peaked at $7.12M in Q1 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Clean Yield Group's 13F filing for Q1 2024, filed 29 May 2024.