CIC
DOC

Crawford Investment Counsel’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Crawford Investment Counsel’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
-1,923,862
Closed -$25.6M – 283
2023
Q4 		$25.6M Sell
1,923,862
-104,699
-5% -$1.24M 0.51% 53
2023
Q3 		$24.7M Buy
2,028,561
+590,634
+41% +$8.16M 0.54% 53
2023
Q2 		$20.1M Buy
1,437,927
+72,897
+5% +$1.04M 0.41% 62
2023
Q1 		$20.4M Buy
1,365,030
+122,956
+10% +$1.85M 0.43% 62
2022
Q4 		$18M Buy
1,242,074
+42
+0% +$610 0.39% 66
2022
Q3 		$18.7M Buy
1,242,032
+75,474
+6% +$1.27M 0.44% 60
2022
Q2 		$20.4M Buy
1,166,558
+19,926
+2% +$352K 0.45% 57
2022
Q1 		$20.1M Buy
1,146,632
+116,824
+11% +$2.05M 0.39% 66
2021
Q4 		$19.4M Buy
1,029,808
+33,359
+3% +$615K 0.37% 63
2021
Q3 		$17.6M Buy
996,449
+51,643
+5% +$955K 0.36% 62
2021
Q2 		$17.5M Sell
944,806
-54,989
-6% -$1.02M 0.35% 62
2021
Q1 		$17.7M Sell
999,795
-436,177
-30% -$7.74M 0.4% 59
2020
Q4 		$25.6M Sell
1,435,972
-29,063
-2% -$520K 0.63% 43
2020
Q3 		$26.2M Buy
1,465,035
+9,486
+0.7% +$169K 0.72% 43
2020
Q2 		$25.5M Sell
1,455,549
-42,213
-3% -$688K 0.73% 43
2020
Q1 		$20.9M Sell
1,497,762
-14,036
-0.9% -$258K 0.7% 44
2019
Q4 		$28.6M Buy
1,511,798
+157,648
+12% +$2.89M 0.74% 45
2019
Q3 		$24M Buy
1,354,150
+459,533
+51% +$7.98M 0.67% 47
2019
Q2 		$15.6M Buy
894,617
+21,180
+2% +$385K 0.44% 55
2019
Q1 		$16.4M Buy
873,437
+38,510
+5% +$686K 0.49% 49
2018
Q4 		$13.4M Buy
834,927
+51,456
+7% +$862K 0.45% 55
2018
Q3 		$13.2M Buy
783,471
+544,967
+228% +$9.03M 0.4% 60
2018
Q2 		$3.8M Buy
238,504
+142,220
+148% +$2.15M 0.12% 99
2018
Q1 		$1.5M Buy
96,284
+43,200
+81% +$677K 0.05% 150
2017
Q4 		$955K Buy
+53,084
New +$952K 0.03% 171

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Crawford Investment Counsel's DOC Position: Q1 2024 in Review

Crawford Investment Counsel sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,923,862 shares — an estimated $25.6M sold.

Crawford Investment Counsel first reported a position in DOC in Q4 2017 and held it in 25 quarters. The position peaked at $28.6M in Q4 2019. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Crawford Investment Counsel reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Crawford Investment Counsel sold 1,923,862 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $25.6M.
  • Crawford Investment Counsel first reported a position in PHYSICIANS REALTY TRUST in Q4 2017 and held it in 25 quarters.
  • Crawford Investment Counsel's PHYSICIANS REALTY TRUST position peaked at $28.6M in Q4 2019.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Crawford Investment Counsel's 13F filing for Q1 2024, filed 15 May 2024.