HAIM
DOC

Hunter Associates Investment Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-14,000
Closed -$187K 271
2023
Q4
$187K Hold
14,000
0.03% 250
2023
Q3
$170K Hold
14,000
0.03% 243
2023
Q2
$196K Sell
14,000
-1,000
-7% -$14K 0.04% 238
2023
Q1
$224K Hold
15,000
0.05% 232
2022
Q4
$215K Hold
15,000
0.05% 210
2022
Q3
$226K Sell
15,000
-2,000
-12% -$30.1K 0.06% 197
2022
Q2
$296K Buy
+17,000
New +$296K 0.07% 169
2021
Q2
Sell
-17,000
Closed -$300K 211
2021
Q1
$300K Hold
17,000
0.07% 164
2020
Q4
$303K Hold
17,000
0.07% 153
2020
Q3
$304K Hold
17,000
0.08% 138
2020
Q2
$298K Hold
17,000
0.09% 134
2020
Q1
$237K Hold
17,000
0.09% 128
2019
Q4
$322K Hold
17,000
0.1% 128
2019
Q3
$302K Hold
17,000
0.1% 129
2019
Q2
$296K Hold
17,000
0.1% 131
2019
Q1
$320K Hold
17,000
0.11% 125
2018
Q4
$273K Hold
17,000
0.11% 126
2018
Q3
$287K Hold
17,000
0.1% 134
2018
Q2
$271K Hold
17,000
0.1% 135
2018
Q1
$265K Hold
17,000
0.1% 134
2017
Q4
$306K Buy
17,000
+2,000
+13% +$36K 0.11% 128
2017
Q3
$266K Hold
15,000
0.1% 139
2017
Q2
$302K Buy
15,000
+1,000
+7% +$20.1K 0.12% 128
2017
Q1
$278K Hold
14,000
0.12% 138
2016
Q4
$265K Sell
14,000
-1,000
-7% -$18.9K 0.11% 135
2016
Q3
$323K Buy
+15,000
New +$323K 0.14% 120