DBIA
DOC

Dumont & Blake Investment Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Dumont & Blake Investment Advisors’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
-31,040
Closed -$413K – 210
2023
Q4 		$413K Sell
31,040
-1,490
-5% -$17.7K 0.13% 138
2023
Q3 		$397K Sell
32,530
-419
-1% -$5.79K 0.13% 136
2023
Q2 		$461K Buy
32,949
+21
+0.1% +$298 0.15% 133
2023
Q1 		$492K Buy
32,928
+1,190
+4% +$18K 0.17% 127
2022
Q4 		$459K Sell
31,738
-4,310
-12% -$62.6K 0.16% 133
2022
Q3 		$542K Sell
36,048
-155
-0.4% -$2.62K 0.2% 120
2022
Q2 		$632K Buy
36,203
+765
+2% +$13.5K 0.21% 122
2022
Q1 		$622K Buy
35,438
+473
+1% +$8.31K 0.17% 132
2021
Q4 		$658K Buy
34,965
+17
+0% +$313 0.17% 128
2021
Q3 		$616K Buy
34,948
+255
+0.7% +$4.71K 0.18% 129
2021
Q2 		$641K Buy
34,693
+540
+2% +$10K 0.18% 128
2021
Q1 		$603K Buy
34,153
+1,025
+3% +$18.2K 0.19% 124
2020
Q4 		$590K Sell
33,128
-446
-1% -$7.98K 0.2% 117
2020
Q3 		$601K Buy
33,574
+1,698
+5% +$30.2K 0.23% 110
2020
Q2 		$558K Sell
31,876
-459
-1% -$7.49K 0.23% 109
2020
Q1 		$451K Sell
32,335
-425
-1% -$7.81K 0.23% 106
2019
Q4 		$620K Buy
32,760
+585
+2% +$10.7K 0.24% 112
2019
Q3 		$571K Sell
32,175
-150
-0.5% -$2.6K 0.24% 111
2019
Q2 		$564K Sell
32,325
-125
-0.4% -$2.27K 0.23% 109
2019
Q1 		$610K Hold
32,450
– – 0.26% 110
2018
Q4 		$520K Sell
32,450
-175
-0.5% -$2.93K 0.24% 110
2018
Q3 		$550K Buy
32,625
+1,000
+3% +$16.6K 0.21% 128
2018
Q2 		$504K Buy
31,625
+975
+3% +$14.7K 0.21% 126
2018
Q1 		$477K Sell
30,650
-125
-0.4% -$1.96K 0.2% 126
2017
Q4 		$554K Sell
30,775
-250
-0.8% -$4.48K 0.22% 124
2017
Q3 		$550K Buy
+31,025
New +$573K 0.24% 122

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

Dumont & Blake Investment Advisors's DOC Position: Q1 2024 in Review

Dumont & Blake Investment Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 31,040 shares — an estimated $413K sold.

Dumont & Blake Investment Advisors first reported a position in DOC in Q3 2017 and held it in 26 quarters. The position peaked at $658K in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Dumont & Blake Investment Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 31,040 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $413K.
  • Dumont & Blake Investment Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2017 and held it in 26 quarters.
  • Dumont & Blake Investment Advisors's PHYSICIANS REALTY TRUST position peaked at $658K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.