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

Hunter Associates Investment Management’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	-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%	-$14.2K	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%	-$33.8K	0.06%	197
2022 Q2	$296K	Buy	+17,000	New	+$300K	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%	+$35.9K	0.11%	128
2017 Q3	$266K	Hold	15,000	–	–	0.1%	139
2017 Q2	$302K	Buy	15,000 +1,000	+7%	+$20.3K	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	+$317K	0.14%	120

Other funds holding DOC

CIBC World Markets New York $20.8B AUM

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

CASC

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Hunter Associates Investment Management's DOC Position: Q1 2024 in Review

Hunter Associates Investment Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 14,000 shares — an estimated $187K sold.

Hunter Associates Investment Management first reported a position in DOC in Q3 2016 and held it in 26 quarters. The position peaked at $323K in Q3 2016. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Hunter Associates Investment Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Hunter Associates Investment Management sold 14,000 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $187K.
Hunter Associates Investment Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2016 and held it in 26 quarters.
Hunter Associates Investment Management's PHYSICIANS REALTY TRUST position peaked at $323K in Q3 2016.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Hunter Associates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.