HighTower Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

HighTower Advisors’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	-178,638	Closed	-$2.38M	–	4118
2023 Q4	$2.38M	Sell	178,638 -18,759	-10%	-$223K	﹤0.01%	1345
2023 Q3	$2.41M	Sell	197,397 -11,429	-5%	-$158K	﹤0.01%	1275
2023 Q2	$2.92M	Buy	208,826 +1,731	+0.8%	+$24.6K	0.01%	1147
2023 Q1	$3.09M	Buy	207,095 +3,452	+2%	+$52.1K	0.01%	1076
2022 Q4	$2.95M	Sell	203,643 -32,382	-14%	-$470K	0.01%	1078
2022 Q3	$3.56M	Buy	236,025 +821	+0.3%	+$13.9K	0.01%	946
2022 Q2	$4.11M	Sell	235,204 -2,255	-0.9%	-$39.8K	0.01%	908
2022 Q1	$4.17M	Buy	237,459 +43,131	+22%	+$758K	0.01%	988
2021 Q4	$3.65M	Buy	194,328 +131,945	+212%	+$2.43M	0.01%	1057
2021 Q3	$1.1M	Buy	62,383 +622	+1%	+$11.5K	﹤0.01%	1592
2021 Q2	$1.14M	Sell	61,761 -3,446	-5%	-$64.1K	﹤0.01%	1557
2021 Q1	$1.15M	Buy	65,207 +5,751	+10%	+$102K	﹤0.01%	1478
2020 Q4	$1.06M	Buy	59,456 +1,841	+3%	+$33K	﹤0.01%	1231
2020 Q3	$1.03M	Buy	57,615 +2,044	+4%	+$36.4K	0.01%	1198
2020 Q2	$979K	Sell	55,571 -545	-1%	-$8.89K	0.01%	1133
2020 Q1	$778K	Buy	56,116 +10,437	+23%	+$192K	0.01%	1129
2019 Q4	$870K	Buy	45,679 +12,725	+39%	+$233K	0.01%	1210
2019 Q3	$585K	Sell	32,954 -1,990	-6%	-$34.6K	﹤0.01%	1441
2019 Q2	$603K	Sell	34,944 -1,538	-4%	-$28K	﹤0.01%	1420
2019 Q1	$685K	Sell	36,482 -255	-0.7%	-$4.54K	﹤0.01%	1298
2018 Q4	$588K	Buy	36,737 +1,885	+5%	+$31.6K	﹤0.01%	1272
2018 Q3	$587K	Buy	34,852 +4,167	+14%	+$69.1K	﹤0.01%	1388
2018 Q2	$491K	Buy	30,685 +862	+3%	+$13K	﹤0.01%	1461
2018 Q1	$464K	Buy	+29,823	New	+$468K	﹤0.01%	1453
2017 Q3	–	Sell	-21,830	Closed	-$441K	–	2441
2017 Q2	$441K	Sell	21,830 -5,938	-21%	-$121K	﹤0.01%	1435
2017 Q1	$549K	Buy	+27,768	New	+$530K	0.01%	1285
2016 Q4	–	Sell	-10,596	Closed	-$230K	–	2115
2016 Q3	$230K	Buy	+10,596	New	+$224K	﹤0.01%	1576
2016 Q2	–	Sell	-15,563	Closed	-$289K	–	2190
2016 Q1	$289K	Buy	15,563 +38	+0.2%	+$655	﹤0.01%	1626
2015 Q4	$263K	Buy	15,525 +2,565	+20%	+$40.8K	﹤0.01%	1625
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%	+$19.3K	﹤0.01%	1381
2014 Q4	$196K	Buy	11,816 +1,620	+16%	+$24.7K	﹤0.01%	1403
2014 Q3	$140K	Buy	10,196 +196	+2%	+$2.8K	﹤0.01%	1400
2014 Q2	$144K	Buy	+10,000	New	+$137K	﹤0.01%	1446

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

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

HighTower Advisors's DOC Position: Q1 2024 in Review

HighTower Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 178,638 shares — an estimated $2.38M sold.

HighTower Advisors first reported a position in DOC in Q2 2014 and held it in 35 quarters. The position peaked at $4.17M in Q1 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

HighTower Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
HighTower Advisors sold 178,638 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.38M.
HighTower Advisors first reported a position in PHYSICIANS REALTY TRUST in Q2 2014 and held it in 35 quarters.
HighTower Advisors's PHYSICIANS REALTY TRUST position peaked at $4.17M in Q1 2022.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.