Coldstream Capital Management
DOC icon

Coldstream Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Coldstream Capital 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
-11,525
Closed -$153K – 1036
2023
Q4 		$153K Buy
+11,525
New +$137K ﹤0.01% 911

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BRWA
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Coldstream Capital Management's DOC Position: Q1 2024 in Review

Coldstream Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 11,525 shares — an estimated $153K sold.

Coldstream Capital Management first reported a position in DOC in Q4 2023 and held it in 1 quarter. The position peaked at $153K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Coldstream Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Coldstream Capital Management sold 11,525 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $153K.
  • Coldstream Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2023 and held it in 1 quarter.
  • Coldstream Capital Management's PHYSICIANS REALTY TRUST position peaked at $153K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Coldstream Capital Management's 13F filing for Q1 2024, filed 14 May 2024.