JIR
DOC

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 – 575
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

CWM
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
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
VIM
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 $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 $20.6B AUM 34.61% 1-Year Est. Return

James Investment Research's DOC Position: Q1 2024 in Review

James Investment Research sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 21,125 shares — an estimated $281K sold.

James Investment Research first reported a position in DOC in Q2 2019 and held it in 17 quarters. The position peaked at $395K in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • James Investment Research reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • James Investment Research sold 21,125 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $281K.
  • James Investment Research first reported a position in PHYSICIANS REALTY TRUST in Q2 2019 and held it in 17 quarters.
  • James Investment Research's PHYSICIANS REALTY TRUST position peaked at $395K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on James Investment Research's 13F filing for Q1 2024, filed 1 May 2024.