DOC
HighTower Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-178,638
| Closed | -$2.38M | – | 3601 |
|
|
2023
Q4 | $2.38M | Sell |
178,638
-18,759
| -10% | -$250K | ﹤0.01% | 1341 |
|
|
2023
Q3 | $2.41M | Sell |
197,397
-11,429
| -5% | -$140K | ﹤0.01% | 1273 |
|
|
2023
Q2 | $2.92M | Buy |
208,826
+1,731
| +0.8% | +$24.2K | 0.01% | 1145 |
|
|
2023
Q1 | $3.09M | Buy |
207,095
+3,452
| +2% | +$51.5K | 0.01% | 1074 |
|
|
2022
Q4 | $2.95M | Sell |
203,643
-32,382
| -14% | -$468K | 0.01% | 1075 |
|
|
2022
Q3 | $3.56M | Buy |
236,025
+821
| +0.3% | +$12.4K | 0.01% | 944 |
|
|
2022
Q2 | $4.11M | Sell |
235,204
-2,255
| -0.9% | -$39.4K | 0.01% | 907 |
|
|
2022
Q1 | $4.17M | Buy |
237,459
+43,131
| +22% | +$757K | 0.01% | 987 |
|
|
2021
Q4 | $3.65M | Buy |
194,328
+131,945
| +212% | +$2.48M | 0.01% | 1054 |
|
|
2021
Q3 | $1.1M | Buy |
62,383
+622
| +1% | +$11K | ﹤0.01% | 1590 |
|
|
2021
Q2 | $1.14M | Sell |
61,761
-3,446
| -5% | -$63.6K | ﹤0.01% | 1556 |
|
|
2021
Q1 | $1.15M | Buy |
65,207
+5,751
| +10% | +$102K | ﹤0.01% | 1477 |
|
|
2020
Q4 | $1.06M | Buy |
59,456
+1,841
| +3% | +$32.8K | ﹤0.01% | 1224 |
|
|
2020
Q3 | $1.03M | Buy |
57,615
+2,044
| +4% | +$36.6K | 0.01% | 1194 |
|
|
2020
Q2 | $979K | Sell |
55,571
-545
| -1% | -$9.6K | 0.01% | 1131 |
|
|
2020
Q1 | $778K | Buy |
56,116
+10,437
| +23% | +$145K | 0.01% | 1120 |
|
|
2019
Q4 | $870K | Buy |
45,679
+12,725
| +39% | +$242K | 0.01% | 1209 |
|
|
2019
Q3 | $585K | Sell |
32,954
-1,990
| -6% | -$35.3K | ﹤0.01% | 1440 |
|
|
2019
Q2 | $603K | Sell |
34,944
-1,538
| -4% | -$26.5K | ﹤0.01% | 1419 |
|
|
2019
Q1 | $685K | Sell |
36,482
-255
| -0.7% | -$4.79K | ﹤0.01% | 1297 |
|
|
2018
Q4 | $588K | Buy |
36,737
+1,885
| +5% | +$30.2K | ﹤0.01% | 1271 |
|
|
2018
Q3 | $587K | Buy |
34,852
+4,167
| +14% | +$70.2K | ﹤0.01% | 1387 |
|
|
2018
Q2 | $491K | Buy |
30,685
+862
| +3% | +$13.8K | ﹤0.01% | 1461 |
|
|
2018
Q1 | $464K | Buy |
+29,823
| New | +$464K | ﹤0.01% | 1451 |
|
|
2017
Q3 | – | Sell |
-21,830
| Closed | -$441K | – | 2261 |
|
|
2017
Q2 | $441K | Sell |
21,830
-5,938
| -21% | -$120K | ﹤0.01% | 1433 |
|
|
2017
Q1 | $549K | Buy |
+27,768
| New | +$549K | 0.01% | 1283 |
|
|
2016
Q4 | – | Sell |
-10,596
| Closed | -$230K | – | 2056 |
|
|
2016
Q3 | $230K | Buy |
+10,596
| New | +$230K | ﹤0.01% | 1574 |
|
|
2016
Q2 | – | Sell |
-15,563
| Closed | -$289K | – | 2098 |
|
|
2016
Q1 | $289K | Buy |
15,563
+38
| +0.2% | +$706 | ﹤0.01% | 1556 |
|
|
2015
Q4 | $263K | Buy |
15,525
+2,565
| +20% | +$43.5K | ﹤0.01% | 1622 |
|
|
2015
Q3 | $196K | Hold |
12,960
| – | – | ﹤0.01% | 1650 |
|
|
2015
Q2 | $199K | Hold |
12,960
| – | – | ﹤0.01% | 1363 |
|
|
2015
Q1 | $228K | Buy |
12,960
+1,144
| +10% | +$20.1K | ﹤0.01% | 1381 |
|
|
2014
Q4 | $196K | Buy |
11,816
+1,620
| +16% | +$26.9K | ﹤0.01% | 1403 |
|
|
2014
Q3 | $140K | Buy |
10,196
+196
| +2% | +$2.69K | ﹤0.01% | 1400 |
|
|
2014
Q2 | $144K | Buy |
+10,000
| New | +$144K | ﹤0.01% | 1432 |
|