Holocene Advisors
DOC

Holocene Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Holocene 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
-226,274
Closed -$3.01M – 909
2023
Q4 		$3.01M Buy
226,274
+41,489
+22% +$493K 0.01% 450
2023
Q3 		$2.25M Buy
184,785
+7,514
+4% +$104K 0.01% 542
2023
Q2 		$2.48M Sell
177,271
-592
-0.3% -$8.41K 0.01% 503
2023
Q1 		$2.66M Buy
177,863
+51,879
+41% +$783K 0.01% 399
2022
Q4 		$1.82M Hold
125,984
– – 0.01% 459
2022
Q3 		$1.9M Buy
125,984
+97,914
+349% +$1.65M 0.01% 433
2022
Q2 		$490K Sell
28,070
-76,637
-73% -$1.35M ﹤0.01% 719
2022
Q1 		$1.84M Hold
104,707
– – 0.01% 552
2021
Q4 		$1.97M Buy
104,707
+67,065
+178% +$1.24M 0.01% 550
2021
Q3 		$663K Buy
+37,642
New +$696K ﹤0.01% 731
2018
Q1 		– Sell
-26,180
Closed -$471K – 817
2017
Q4 		$471K Buy
+26,180
New +$469K 0.01% 431

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

Holocene Advisors's DOC Position: Q1 2024 in Review

Holocene Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 226,274 shares — an estimated $3.01M sold.

Holocene Advisors first reported a position in DOC in Q4 2017 and held it in 11 quarters. The position peaked at $3.01M in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Holocene Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Holocene Advisors sold 226,274 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $3.01M.
  • Holocene Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2017 and held it in 11 quarters.
  • Holocene Advisors's PHYSICIANS REALTY TRUST position peaked at $3.01M in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Holocene Advisors's 13F filing for Q1 2024, filed 15 May 2024.