FRM
DOC

Fox Run Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Fox Run 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
-69,024
Closed -$919K – 1135
2023
Q4 		$919K Buy
+69,024
New +$820K 0.23% 109
2022
Q2 		– Sell
-15,235
Closed -$267K – 812
2022
Q1 		$267K Buy
+15,235
New +$268K 0.15% 315
2020
Q1 		– Sell
-23,197
Closed -$439K – 438
2019
Q4 		$439K Buy
+23,197
New +$425K 0.35% 64
2018
Q2 		– Sell
-27,768
Closed -$432K – 1059
2018
Q1 		$432K Buy
+27,768
New +$435K 0.1% 360
2017
Q4 		– Sell
-24,700
Closed -$438K – 1026
2017
Q3 		$438K Buy
+24,700
New +$456K 0.12% 346

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

Fox Run Management's DOC Position: Q1 2024 in Review

Fox Run Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 69,024 shares — an estimated $919K sold.

Fox Run Management first reported a position in DOC in Q3 2017 and held it in 5 quarters. The position peaked at $919K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Fox Run Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Fox Run Management sold 69,024 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $919K.
  • Fox Run Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2017 and held it in 5 quarters.
  • Fox Run Management's PHYSICIANS REALTY TRUST position peaked at $919K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Fox Run Management's 13F filing for Q1 2024, filed 13 May 2024.