Evergreen Capital Management
DOC icon

Evergreen Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Evergreen Capital 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
-12,111
Closed -$161K – 935
2023
Q4 		$161K Sell
12,111
-4,026
-25% -$47.8K 0.01% 793
2023
Q3 		$197K Buy
+16,137
New +$223K 0.01% 719

Other funds holding DOC

CIBC World Markets
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Vinva Investment Management
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Evergreen Capital Management's DOC Position: Q1 2024 in Review

Evergreen Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 12,111 shares — an estimated $161K sold.

Evergreen Capital Management first reported a position in DOC in Q3 2023 and held it in 2 quarters. The position peaked at $197K in Q3 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Evergreen Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 12,111 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $161K.
  • Evergreen Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2023 and held it in 2 quarters.
  • Evergreen Capital Management's PHYSICIANS REALTY TRUST position peaked at $197K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Evergreen Capital Management's 13F filing for Q1 2024, filed 15 May 2024.