James Investment Research’s PHYSICIANS REALTY TRUST DOC Stock Holding History

James Investment Research’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	-21,125	Closed	-$281K	–	335
2023 Q4	$281K	Hold	21,125	–	–	0.04%	257
2023 Q3	$258K	Hold	21,125	–	–	0.03%	244
2023 Q2	$296K	Hold	21,125	–	–	0.04%	228
2023 Q1	$315K	Hold	21,125	–	–	0.04%	229
2022 Q4	$306K	Hold	21,125	–	–	0.04%	221
2022 Q3	$318K	Hold	21,125	–	–	0.05%	216
2022 Q2	$369K	Buy	21,125 +71	+0.3%	+$1.25K	0.05%	203
2022 Q1	$369K	Buy	21,054 +54	+0.3%	+$948	0.04%	224
2021 Q4	$395K	Hold	21,000	–	–	0.04%	225
2021 Q3	$370K	Buy	+21,000	New	+$388K	0.03%	219
2021 Q1	–	Sell	-1,500	Closed	-$27K	–	576
2020 Q4	$27K	Hold	1,500	–	–	﹤0.01%	433
2020 Q3	$27K	Hold	1,500	–	–	﹤0.01%	388
2020 Q2	$26K	Hold	1,500	–	–	﹤0.01%	373
2020 Q1	$21K	Hold	1,500	–	–	﹤0.01%	362
2019 Q4	$28K	Hold	1,500	–	–	﹤0.01%	422
2019 Q3	$27K	Hold	1,500	–	–	﹤0.01%	464
2019 Q2	$26K	Buy	+1,500	New	+$27.3K	﹤0.01%	549

Other funds holding DOC

CIBC World Markets New York $19.9B AUM

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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