FMII
DOC

Farmers & Merchants Investments Inc’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Farmers & Merchants Investments Inc’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
-103
Closed -$1.37K – 1779
2023
Q4 		$1.37K Hold
103
– – ﹤0.01% 1309
2023
Q3 		$1.26K Hold
103
– – ﹤0.01% 1279
2023
Q2 		$1.44K Hold
103
– – ﹤0.01% 1242
2023
Q1 		$1.54K Hold
103
– – ﹤0.01% 1191
2022
Q4 		$1.49K Hold
103
– – ﹤0.01% 1208
2022
Q3 		$2K Buy
+103
New +$1.74K ﹤0.01% 1129

Other funds holding DOC

CWM
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
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

Farmers & Merchants Investments Inc's DOC Position: Q1 2024 in Review

Farmers & Merchants Investments Inc sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 103 shares — an estimated $1.37K sold.

Farmers & Merchants Investments Inc first reported a position in DOC in Q3 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Farmers & Merchants Investments Inc reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 103 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.37K.
  • Farmers & Merchants Investments Inc first reported a position in PHYSICIANS REALTY TRUST in Q3 2022 and held it in 6 quarters.
  • Farmers & Merchants Investments Inc's PHYSICIANS REALTY TRUST position peaked at $2K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2024, filed 18 Apr 2024.