GC
DOC

Guggenheim Capital’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Guggenheim Capital’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
-155,992
Closed -$2.08M – 1975
2023
Q4 		$2.08M Sell
155,992
-368,220
-70% -$4.37M 0.02% 833
2023
Q3 		$6.39M Sell
524,212
-37,508
-7% -$518K 0.05% 415
2023
Q2 		$7.86M Sell
561,720
-176,194
-24% -$2.5M 0.06% 372
2023
Q1 		$11M Sell
737,914
-10,944
-1% -$165K 0.09% 256
2022
Q4 		$10.8M Buy
748,858
+2,399
+0.3% +$34.8K 0.1% 265
2022
Q3 		$11.2M Buy
746,459
+3,838
+0.5% +$64.8K 0.1% 237
2022
Q2 		$13M Sell
742,621
-17,151
-2% -$303K 0.1% 236
2022
Q1 		$13.3M Buy
759,772
+26,397
+4% +$464K 0.08% 297
2021
Q4 		$13.8M Buy
733,375
+2,845
+0.4% +$52.4K 0.07% 309
2021
Q3 		$12.9M Buy
730,530
+26,540
+4% +$491K 0.08% 297
2021
Q2 		$13M Buy
703,990
+5,327
+0.8% +$99.1K 0.08% 307
2021
Q1 		$12.3M Buy
698,663
+13,140
+2% +$233K 0.08% 297
2020
Q4 		$12.2M Buy
685,523
+1,014
+0.1% +$18.2K 0.08% 273
2020
Q3 		$12.3M Sell
684,509
-11,607
-2% -$207K 0.09% 225
2020
Q2 		$12.2M Sell
696,116
-11,295
-2% -$184K 0.09% 213
2020
Q1 		$9.86M Sell
707,411
-27,879
-4% -$512K 0.1% 211
2019
Q4 		$13.9M Buy
735,290
+759
+0.1% +$13.9K 0.1% 223
2019
Q3 		$13M Sell
734,531
-14,725
-2% -$256K 0.1% 224
2019
Q2 		$13.1M Buy
749,256
+1,420
+0.2% +$25.8K 0.11% 213
2019
Q1 		$14.1M Sell
747,836
-7,079
-0.9% -$126K 0.11% 194
2018
Q4 		$12.1M Buy
754,915
+25,026
+3% +$419K 0.1% 201
2018
Q3 		$12.3M Buy
729,889
+383,358
+111% +$6.36M 0.08% 279
2018
Q2 		$5.53M Sell
346,531
-47,835
-12% -$723K 0.04% 653
2018
Q1 		$6.14M Sell
394,366
-327,769
-45% -$5.14M 0.02% 896
2017
Q4 		$13M Buy
722,135
+134,748
+23% +$2.42M 0.03% 612
2017
Q3 		$10.4M Buy
587,387
+76,610
+15% +$1.41M 0.02% 667
2017
Q2 		$10.3M Buy
510,777
+18,509
+4% +$376K 0.03% 661
2017
Q1 		$9.78M Buy
492,268
+25,555
+5% +$488K 0.03% 681
2016
Q4 		$8.85M Buy
466,713
+91,516
+24% +$1.73M 0.03% 712
2016
Q3 		$8.08M Sell
375,197
-30,148
-7% -$637K 0.03% 762
2016
Q2 		$8.52M Buy
405,345
+246,102
+155% +$4.72M 0.03% 743
2016
Q1 		$2.96M Buy
159,243
+136,193
+591% +$2.35M 0.01% 1304
2015
Q4 		$389K Buy
23,050
+10,144
+79% +$161K ﹤0.01% 2552
2015
Q3 		$195K Buy
+12,906
New +$198K ﹤0.01% 2740
2015
Q2 		– Sell
-19,241
Closed -$339K – 3190
2015
Q1 		$339K Buy
19,241
+2,494
+15% +$42.1K ﹤0.01% 2665
2014
Q4 		$278K Buy
+16,747
New +$256K ﹤0.01% 2707

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

Guggenheim Capital's DOC Position: Q1 2024 in Review

Guggenheim Capital sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 155,992 shares — an estimated $2.08M sold.

Guggenheim Capital first reported a position in DOC in Q4 2014 and held it in 36 quarters. The position peaked at $14.1M in Q1 2019. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Guggenheim Capital reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Guggenheim Capital sold 155,992 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.08M.
  • Guggenheim Capital first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and held it in 36 quarters.
  • Guggenheim Capital's PHYSICIANS REALTY TRUST position peaked at $14.1M in Q1 2019.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Guggenheim Capital's 13F filing for Q1 2024, filed 14 May 2024.