II
DOC

Inspire Investing’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Inspire Investing’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
-28,628
Closed -$381K – 887
2023
Q4 		$381K Buy
28,628
+3,406
+14% +$40.5K 0.04% 754
2023
Q3 		$307K Buy
25,222
+2,491
+11% +$34.4K 0.04% 520
2023
Q2 		$318K Buy
22,731
+4,372
+24% +$62.1K 0.04% 425
2023
Q1 		$274K Sell
18,359
-3,222
-15% -$48.6K 0.03% 492
2022
Q4 		$312K Buy
21,581
+7,700
+55% +$112K 0.04% 293
2022
Q3 		$209K Buy
13,881
+1,771
+15% +$29.9K 0.03% 373
2022
Q2 		$211K Sell
12,110
-1,215
-9% -$21.5K 0.03% 727
2022
Q1 		$234K Buy
13,325
+190
+1% +$3.34K 0.03% 736
2021
Q4 		$247K Buy
13,135
+397
+3% +$7.32K 0.03% 687
2021
Q3 		$224K Buy
+12,738
New +$236K 0.03% 731
2020
Q4 		– Sell
-15,984
Closed -$286K – 702
2020
Q3 		$286K Buy
15,984
+1,290
+9% +$23K 0.08% 249
2020
Q2 		$257K Sell
14,694
-2,693
-15% -$43.9K 0.09% 271
2020
Q1 		$242K Buy
+17,387
New +$320K 0.1% 297
2019
Q4 		– Sell
-10,650
Closed -$189K – 381
2019
Q3 		$189K Buy
+10,650
New +$185K 0.07% 301
2018
Q1 		– Sell
-3,080
Closed -$55K – 926
2017
Q4 		$55K Buy
+3,080
New +$55.2K 0.05% 660

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

Inspire Investing's DOC Position: Q1 2024 in Review

Inspire Investing sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 28,628 shares — an estimated $381K sold.

Inspire Investing first reported a position in DOC in Q4 2017 and held it in 15 quarters. The position peaked at $381K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Inspire Investing reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Inspire Investing sold 28,628 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $381K.
  • Inspire Investing first reported a position in PHYSICIANS REALTY TRUST in Q4 2017 and held it in 15 quarters.
  • Inspire Investing's PHYSICIANS REALTY TRUST position peaked at $381K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Inspire Investing's 13F filing for Q1 2024, filed 7 May 2024.