EGM
DOC

Engineers Gate Manager’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Engineers Gate Manager’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
-21,102
Closed -$281K – 2409
2023
Q4 		$281K Sell
21,102
-2,341
-10% -$27.8K 0.01% 1490
2023
Q3 		$286K Buy
23,443
+463
+2% +$6.4K 0.01% 1342
2023
Q2 		$321K Buy
+22,980
New +$327K 0.01% 1278
2021
Q3 		– Sell
-10,460
Closed -$193K – 2150
2021
Q2 		$193K Sell
10,460
-13,190
-56% -$245K 0.01% 1416
2021
Q1 		$418K Buy
+23,650
New +$420K 0.02% 1100
2020
Q2 		– Sell
-23,164
Closed -$323K – 2118
2020
Q1 		$323K Buy
23,164
+6,174
+36% +$113K 0.02% 992
2019
Q4 		$322K Buy
+16,990
New +$312K 0.01% 1226

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

Engineers Gate Manager's DOC Position: Q1 2024 in Review

Engineers Gate Manager sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 21,102 shares — an estimated $281K sold.

Engineers Gate Manager first reported a position in DOC in Q4 2019 and held it in 7 quarters. The position peaked at $418K in Q1 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Engineers Gate Manager reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Engineers Gate Manager sold 21,102 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $281K.
  • Engineers Gate Manager first reported a position in PHYSICIANS REALTY TRUST in Q4 2019 and held it in 7 quarters.
  • Engineers Gate Manager's PHYSICIANS REALTY TRUST position peaked at $418K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Engineers Gate Manager's 13F filing for Q1 2024, filed 15 May 2024.