IA
DOC

IFP Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

IFP 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
Q2 		– Sell
-168
Closed -$1.89K – 3390
2024
Q1 		$1.89K Buy
168
+12
+8% +$148 ﹤0.01% 2714
2023
Q4 		$2.08K Sell
156
-88
-36% -$1.04K ﹤0.01% 2671
2023
Q3 		$2.98K Buy
244
+106
+77% +$1.47K ﹤0.01% 2704
2023
Q2 		$1.93K Buy
138
+50
+57% +$710 ﹤0.01% 2894
2023
Q1 		$1.33K Sell
88
-3,030
-97% -$45.7K ﹤0.01% 3022
2022
Q4 		$47K Sell
3,118
-27
-0.9% -$392 ﹤0.01% 2297
2022
Q3 		$47K Buy
3,145
+557
+22% +$9.4K ﹤0.01% 2423
2022
Q2 		$39K Hold
2,588
– – ﹤0.01% 2343
2022
Q1 		$39K Buy
2,588
+2,500
+2,841% +$43.9K ﹤0.01% 2343
2021
Q4 		$2K Hold
88
– – ﹤0.01% 2889
2021
Q3 		$2K Hold
88
– – ﹤0.01% 2931
2021
Q2 		$2K Hold
88
– – ﹤0.01% 2823
2021
Q1 		$2K Hold
88
– – ﹤0.01% 2756
2020
Q4 		$2K Hold
88
– – ﹤0.01% 2695
2020
Q3 		$2K Hold
88
– – ﹤0.01% 2563
2020
Q2 		$2K Hold
88
– – ﹤0.01% 2468
2020
Q1 		$1K Buy
+88
New +$1.62K ﹤0.01% 2696
2019
Q1 		– Sell
-2,634
Closed -$42K – 4021
2018
Q4 		$42K Buy
2,634
+294
+13% +$4.93K ﹤0.01% 1710
2018
Q3 		$39K Hold
2,340
– – ﹤0.01% 2039
2018
Q2 		$37K Buy
2,340
+559
+31% +$8.45K ﹤0.01% 2106
2018
Q1 		$32K Hold
1,781
– – ﹤0.01% 2086
2017
Q4 		$32K Sell
1,781
-256,395
-99% -$4.6M ﹤0.01% 2111
2017
Q3 		$4.58M Sell
258,176
-9,740
-4% -$180K 0.18% 121
2017
Q2 		$5.4M Buy
267,916
+12,459
+5% +$253K 0.23% 96
2017
Q1 		$5.08M Buy
255,457
+39,653
+18% +$757K 0.22% 100
2016
Q4 		$4.09M Buy
215,804
+45,984
+27% +$871K 0.2% 111
2016
Q3 		$3.66M Buy
169,820
+38,513
+29% +$814K 0.19% 111
2016
Q2 		$2.76M Buy
+131,307
New +$2.52M 0.15% 138
2016
Q1 		– Sell
-10,834
Closed -$183K – 4567
2015
Q4 		$183K Buy
+10,834
New +$172K 0.01% 868

Other funds holding DOC

CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

IFP Advisors's DOC Position: Q2 2024 in Review

IFP Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2024, closing a stake of 168 shares — an estimated $1.89K sold.

IFP Advisors first reported a position in DOC in Q4 2015 and held it in 29 quarters. The position peaked at $5.4M in Q2 2017. 3 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • IFP Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 168 PHYSICIANS REALTY TRUST shares in Q2 2024, an estimated $1.89K.
  • IFP Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2015 and held it in 29 quarters.
  • IFP Advisors's PHYSICIANS REALTY TRUST position peaked at $5.4M in Q2 2017.
  • 3 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.