HM Payson & Co’s PHYSICIANS REALTY TRUST DOC Stock Holding History

HM Payson & Co’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	-400	Closed	-$5.32K	–	1024
2023 Q4	$5.32K	Hold	400	–	–	﹤0.01%	861
2023 Q3	$4.88K	Hold	400	–	–	﹤0.01%	875
2023 Q2	$5.6K	Hold	400	–	–	﹤0.01%	848
2023 Q1	$5.97K	Hold	400	–	–	﹤0.01%	841
2022 Q4	$5.79K	Hold	400	–	–	﹤0.01%	792
2022 Q3	$6K	Hold	400	–	–	﹤0.01%	849
2022 Q2	$7K	Hold	400	–	–	﹤0.01%	865
2022 Q1	$7K	Hold	400	–	–	﹤0.01%	878
2021 Q4	$8K	Hold	400	–	–	﹤0.01%	900
2021 Q3	$7K	Hold	400	–	–	﹤0.01%	873
2021 Q2	$7K	Hold	400	–	–	﹤0.01%	866
2021 Q1	$7K	Hold	400	–	–	﹤0.01%	914
2020 Q4	$7K	Sell	400 -68	-15%	-$1.22K	﹤0.01%	907
2020 Q3	$8K	Buy	+468	New	+$8.34K	﹤0.01%	863
2020 Q2	–	Sell	-4,200	Closed	-$59K	–	966
2020 Q1	$59K	Hold	4,200	–	–	﹤0.01%	476
2019 Q4	$80K	Hold	4,200	–	–	﹤0.01%	507
2019 Q3	$75K	Hold	4,200	–	–	﹤0.01%	525
2019 Q2	$73K	Buy	+4,200	New	+$76.4K	﹤0.01%	531

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

HM Payson & Co's DOC Position: Q1 2024 in Review

HM Payson & Co sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 400 shares — an estimated $5.32K sold.

HM Payson & Co first reported a position in DOC in Q2 2019 and held it in 18 quarters. The position peaked at $80K in Q4 2019. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

HM Payson & Co reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
HM Payson & Co sold 400 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $5.32K.
HM Payson & Co first reported a position in PHYSICIANS REALTY TRUST in Q2 2019 and held it in 18 quarters.
HM Payson & Co's PHYSICIANS REALTY TRUST position peaked at $80K in Q4 2019.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on HM Payson & Co's 13F filing for Q1 2024, filed 20 Jun 2024.