HI
DOC

Harbour Investments’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Harbour Investments’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
-6,412
Closed -$85.3K – 3357
2023
Q4 		$85.3K Sell
6,412
-14
-0.2% -$166 ﹤0.01% 1199
2023
Q3 		$78.3K Hold
6,426
– – ﹤0.01% 1139
2023
Q2 		$89.9K Buy
6,426
+2,200
+52% +$31.3K ﹤0.01% 1104
2023
Q1 		$63.1K Hold
4,226
– – ﹤0.01% 1250
2022
Q4 		$61.1K Sell
4,226
-600
-12% -$8.71K ﹤0.01% 1219
2022
Q3 		$84K Hold
4,826
– – 0.01% 1051
2022
Q2 		$84K Buy
+4,826
New +$85.2K 0.01% 1051
2021
Q4 		$39K Sell
2,087
-4,436
-68% -$81.7K ﹤0.01% 1374
2021
Q3 		$115K Sell
6,523
-144
-2% -$2.66K ﹤0.01% 1308
2021
Q2 		$123K Buy
6,667
+5
+0.1% +$93 ﹤0.01% 1290
2021
Q1 		$118K Buy
+6,662
New +$118K ﹤0.01% 1225

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

Harbour Investments's DOC Position: Q1 2024 in Review

Harbour Investments sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 6,412 shares — an estimated $85.3K sold.

Harbour Investments first reported a position in DOC in Q1 2021 and held it in 11 quarters. The position peaked at $123K in Q2 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Harbour Investments reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Harbour Investments sold 6,412 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $85.3K.
  • Harbour Investments first reported a position in PHYSICIANS REALTY TRUST in Q1 2021 and held it in 11 quarters.
  • Harbour Investments's PHYSICIANS REALTY TRUST position peaked at $123K in Q2 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Harbour Investments's 13F filing for Q1 2024, filed 22 Jul 2024.