DT
DOC

Diversified Trust’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Diversified Trust’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
-11,084
Closed -$148K – 962
2023
Q4 		$148K Sell
11,084
-370
-3% -$4.39K 0.01% 808
2023
Q3 		$140K Sell
11,454
-189
-2% -$2.61K 0.01% 769
2023
Q2 		$163K Buy
11,643
+647
+6% +$9.19K 0.01% 775
2023
Q1 		$164K Hold
10,996
– – 0.01% 767
2022
Q4 		$159K Sell
10,996
-176
-2% -$2.56K 0.01% 743
2022
Q3 		$168K Sell
11,172
-953
-8% -$16.1K 0.01% 715
2022
Q2 		$212K Buy
12,125
+133
+1% +$2.35K 0.01% 669
2022
Q1 		$210K Hold
11,992
– – 0.01% 740
2021
Q4 		$226K Hold
11,992
– – 0.01% 733
2021
Q3 		$211K Hold
11,992
– – 0.01% 709
2021
Q2 		$221K Hold
11,992
– – 0.01% 675
2021
Q1 		$212K Sell
11,992
-5,450
-31% -$96.7K 0.01% 674
2020
Q4 		$310K Hold
17,442
– – 0.01% 495
2020
Q3 		$312K Buy
17,442
+2,742
+19% +$48.8K 0.01% 431
2020
Q2 		$258K Buy
14,700
+4,664
+46% +$76.1K 0.01% 432
2020
Q1 		$140K Hold
10,036
– – 0.01% 390
2019
Q4 		$190K Buy
10,036
+36
+0.4% +$660 0.01% 430
2019
Q3 		$178K Hold
10,000
– – 0.01% 335
2019
Q2 		$174K Hold
10,000
– – 0.01% 353
2019
Q1 		$188K Hold
10,000
– – 0.01% 337
2018
Q4 		$160K Hold
10,000
– – 0.01% 326
2018
Q3 		$169K Hold
10,000
– – 0.01% 314
2018
Q2 		$159K Hold
10,000
– – 0.01% 308
2018
Q1 		$156K Hold
10,000
– – 0.01% 300
2017
Q4 		$180K Hold
10,000
– – 0.01% 292
2017
Q3 		$177K Buy
+10,000
New +$185K 0.01% 278
2016
Q4 		– Sell
-25,100
Closed -$1.77M – 268
2016
Q3 		$1.77M Buy
25,100
+400
+2% +$8.46K 0.21% 88
2016
Q2 		$1.63M Buy
24,700
+5,900
+31% +$113K 0.19% 121
2016
Q1 		$1.17M Hold
18,800
– – 0.13% 158
2015
Q4 		$1.1M Sell
18,800
-1,800
-9% -$28.6K 0.12% 172
2015
Q3 		$1.09M Sell
20,600
-900
-4% -$13.8K 0.12% 180
2015
Q2 		$1.17M Sell
21,500
-200
-0.9% -$3.31K 0.11% 197
2015
Q1 		$1.13M Sell
21,700
-700
-3% -$11.8K 0.1% 209
2014
Q4 		$1.03M Buy
+22,400
New +$342K 0.09% 227
2014
Q2 		$1.41M Buy
+22,800
New +$311K 0.12% 205

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Diversified Trust's DOC Position: Q1 2024 in Review

Diversified Trust sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 11,084 shares — an estimated $148K sold.

Diversified Trust first reported a position in DOC in Q2 2014 and held it in 35 quarters. The position peaked at $1.77M in Q3 2016. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Diversified Trust reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Diversified Trust sold 11,084 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $148K.
  • Diversified Trust first reported a position in PHYSICIANS REALTY TRUST in Q2 2014 and held it in 35 quarters.
  • Diversified Trust's PHYSICIANS REALTY TRUST position peaked at $1.77M in Q3 2016.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Diversified Trust's 13F filing for Q1 2024, filed 18 Apr 2024.