IP
DOC

Isthmus Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Isthmus Partners’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
-639,633
Closed -$8.51M – 212
2023
Q4 		$8.51M Buy
639,633
+63,493
+11% +$754K 1.11% 45
2023
Q3 		$7.02M Buy
576,140
+17,620
+3% +$244K 1.01% 44
2023
Q2 		$7.81M Buy
558,520
+19,269
+4% +$274K 1.07% 43
2023
Q1 		$8.05M Buy
539,251
+143,763
+36% +$2.17M 1.14% 40
2022
Q4 		$5.72M Sell
395,488
-118,913
-23% -$1.73M 0.86% 44
2022
Q3 		$7.74M Buy
514,401
+5,453
+1% +$92.1K 1.33% 38
2022
Q2 		$8.88M Buy
508,948
+9,003
+2% +$159K 1.66% 28
2022
Q1 		$8.77M Buy
499,945
+27,572
+6% +$484K 1.44% 36
2021
Q4 		$8.89M Buy
472,373
+3,588
+0.8% +$66.1K 1.49% 31
2021
Q3 		$8.26M Buy
468,785
+12,982
+3% +$240K 1.5% 33
2021
Q2 		$8.42M Buy
455,803
+6,238
+1% +$116K 1.48% 35
2021
Q1 		$7.94M Sell
449,565
-533
-0.1% -$9.46K 1.46% 39
2020
Q4 		$8.01M Buy
+450,098
New +$8.06M 1.63% 30

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Isthmus Partners's DOC Position: Q1 2024 in Review

Isthmus Partners sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 639,633 shares — an estimated $8.51M sold.

Isthmus Partners first reported a position in DOC in Q4 2020 and held it in 13 quarters. The position peaked at $8.89M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Isthmus Partners reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Isthmus Partners sold 639,633 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $8.51M.
  • Isthmus Partners first reported a position in PHYSICIANS REALTY TRUST in Q4 2020 and held it in 13 quarters.
  • Isthmus Partners's PHYSICIANS REALTY TRUST position peaked at $8.89M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Isthmus Partners's 13F filing for Q1 2024, filed 8 May 2024.