HC
DOC

Henshaw Capital’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Henshaw 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
-35,116
Closed -$467K – 294
2023
Q4 		$467K Hold
35,116
– – 0.02% 186
2023
Q3 		$428K Buy
35,116
+13,033
+59% +$180K 0.02% 171
2023
Q2 		$309K Buy
22,083
+5,269
+31% +$74.9K 0.02% 177
2023
Q1 		$251K Hold
16,814
– – 0.02% 201
2022
Q4 		$243K Hold
16,814
– – 0.02% 205
2022
Q3 		$253K Hold
16,814
– – 0.02% 236
2022
Q2 		$293K Hold
16,814
– – 0.02% 225
2022
Q1 		$295K Hold
16,814
– – 0.02% 251
2021
Q4 		$317K Hold
16,814
– – 0.02% 252
2021
Q3 		$296K Hold
16,814
– – 0.02% 262
2021
Q2 		$311K Hold
16,814
– – 0.02% 273
2021
Q1 		$297K Hold
16,814
– – 0.02% 268
2020
Q4 		$299K Hold
16,814
– – 0.02% 253
2020
Q3 		$301K Hold
16,814
– – 0.02% 221
2020
Q2 		$295K Buy
16,814
+3,154
+23% +$51.4K 0.02% 221
2020
Q1 		$190K Buy
13,660
+3,090
+29% +$56.8K 0.02% 261
2019
Q4 		$200K Hold
10,570
– – 0.02% 269
2019
Q3 		$188K Buy
+10,570
New +$184K 0.02% 271

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 $3.75B AUM 46.53% 1-Year Est. Return
VIM
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 $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 $20.6B AUM 34.61% 1-Year Est. Return

Henshaw Capital's DOC Position: Q1 2024 in Review

Henshaw Capital sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 35,116 shares — an estimated $467K sold.

Henshaw Capital first reported a position in DOC in Q3 2019 and held it in 18 quarters. The position peaked at $467K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Henshaw Capital reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Henshaw Capital sold 35,116 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $467K.
  • Henshaw Capital first reported a position in PHYSICIANS REALTY TRUST in Q3 2019 and held it in 18 quarters.
  • Henshaw Capital's PHYSICIANS REALTY TRUST position peaked at $467K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Henshaw Capital's 13F filing for Q1 2024, filed 28 May 2026.