Delta Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Delta Asset 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	-4,525	Closed	-$60.2K	–	697
2023 Q4	$60.2K	Hold	4,525	–	–	0.01%	235
2023 Q3	$55.2K	Hold	4,525	–	–	0.01%	237
2023 Q2	$63.3K	Hold	4,525	–	–	0.01%	229
2023 Q1	$67.6K	Hold	4,525	–	–	0.01%	211
2022 Q4	$65.5K	Buy	+4,525	New	+$65.7K	0.01%	210
2022 Q1	–	Sell	-4,725	Closed	-$89K	–	642
2021 Q4	$89K	Hold	4,725	–	–	0.01%	186
2021 Q3	$83K	Hold	4,725	–	–	0.01%	187
2021 Q2	$87K	Sell	4,725 -100	-2%	-$1.86K	0.01%	193
2021 Q1	$85K	Buy	4,825 +300	+7%	+$5.32K	0.01%	195
2020 Q4	$81K	Hold	4,525	–	–	0.01%	190
2020 Q3	$81K	Hold	4,525	–	–	0.01%	168
2020 Q2	$79K	Hold	4,525	–	–	0.01%	164
2020 Q1	$63K	Hold	4,525	–	–	0.01%	187
2019 Q4	$86K	Hold	4,525	–	–	0.01%	189
2019 Q3	$80K	Hold	4,525	–	–	0.01%	188
2019 Q2	$79K	Hold	4,525	–	–	0.01%	178
2019 Q1	$85K	Hold	4,525	–	–	0.01%	172
2018 Q4	$73K	Hold	4,525	–	–	0.01%	187
2018 Q3	$76K	Hold	4,525	–	–	0.01%	203
2018 Q2	$72K	Hold	4,525	–	–	0.01%	199
2018 Q1	$70K	Hold	4,525	–	–	0.01%	198
2017 Q4	$81K	Hold	4,525	–	–	0.01%	188
2017 Q3	$80K	Sell	4,525 -500	-10%	-$9.23K	0.01%	177
2017 Q2	$101K	Hold	5,025	–	–	0.02%	156
2017 Q1	$100K	Hold	5,025	–	–	0.02%	151
2016 Q4	$95K	Hold	5,025	–	–	0.02%	161
2016 Q3	$108K	Sell	5,025 -2,100	-29%	-$44.4K	0.02%	147
2016 Q2	$150K	Hold	7,125	–	–	0.03%	120
2016 Q1	$132K	Buy	+7,125	New	+$123K	0.02%	132

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

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

Delta Asset Management's DOC Position: Q1 2024 in Review

Delta Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 4,525 shares — an estimated $60.2K sold.

Delta Asset Management first reported a position in DOC in Q1 2016 and held it in 29 quarters. The position peaked at $150K in Q2 2016. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Delta Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Delta Asset Management sold 4,525 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $60.2K.
Delta Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2016 and held it in 29 quarters.
Delta Asset Management's PHYSICIANS REALTY TRUST position peaked at $150K in Q2 2016.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Delta Asset Management's 13F filing for Q1 2024, filed 13 May 2024.