Janney Montgomery Scott
DOC

Janney Montgomery Scott’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Janney Montgomery Scott’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
-107,370
Closed -$1.43M – 2861
2023
Q4 		$1.43M Sell
107,370
-12,375
-10% -$147K ﹤0.01% 1261
2023
Q3 		$1.46M Sell
119,745
-14,558
-11% -$201K 0.01% 1149
2023
Q2 		$1.88M Sell
134,303
-8,776
-6% -$125K 0.01% 1102
2023
Q1 		$2.14M Sell
143,079
-2,108
-1% -$31.8K 0.01% 955
2022
Q4 		$2.1M Sell
145,187
-25,077
-15% -$364K 0.01% 1006
2022
Q3 		$2.56M Buy
170,264
+77
+0% +$1.3K 0.01% 863
2022
Q2 		$2.98M Buy
170,187
+346
+0.2% +$6.11K 0.01% 759
2022
Q1 		$2.98M Sell
169,841
-2,810
-2% -$49.4K 0.01% 757
2021
Q4 		$3.25M Sell
172,651
-1,301
-0.7% -$24K 0.01% 775
2021
Q3 		$3.06M Sell
173,952
-3,229
-2% -$59.7K 0.01% 772
2021
Q2 		$3.27M Buy
177,181
+600
+0.3% +$11.2K 0.01% 737
2021
Q1 		$3.12M Buy
176,581
+38,829
+28% +$689K 0.02% 712
2020
Q4 		$2.45M Buy
137,752
+14,273
+12% +$256K 0.01% 787
2020
Q3 		$2.21M Buy
123,479
+3,044
+3% +$54.2K 0.01% 772
2020
Q2 		$2.11M Buy
120,435
+4,795
+4% +$78.2K 0.01% 754
2020
Q1 		$1.61M Sell
115,640
-12,165
-10% -$224K 0.01% 772
2019
Q4 		$2.42M Sell
127,805
-1,098
-0.9% -$20.1K 0.02% 721
2019
Q3 		$2.29M Sell
128,903
-3,365
-3% -$58.4K 0.02% 705
2019
Q2 		$2.31M Sell
132,268
-614
-0.5% -$11.2K 0.02% 681
2019
Q1 		$2.5M Buy
132,882
+3,502
+3% +$62.4K 0.02% 619
2018
Q4 		$2.07M Sell
129,380
-6,435
-5% -$108K 0.02% 631
2018
Q3 		$2.29M Sell
135,815
-14,332
-10% -$238K 0.02% 652
2018
Q2 		$2.39M Buy
150,147
+13,180
+10% +$199K 0.02% 609
2018
Q1 		$2.13M Buy
136,967
+22,555
+20% +$354K 0.02% 631
2017
Q4 		$2.06M Buy
114,412
+5,261
+5% +$94.3K 0.02% 636
2017
Q3 		$1.94M Sell
109,151
-69,223
-39% -$1.28M 0.02% 627
2017
Q2 		$3.59M Sell
178,374
-1,871
-1% -$38K 0.04% 399
2017
Q1 		$3.58M Sell
180,245
-23
-0% -$439 0.05% 377
2016
Q4 		$3.42M Sell
180,268
-5,388
-3% -$102K 0.05% 351
2016
Q3 		$4M Buy
+185,656
New +$3.93M 0.07% 274
2016
Q2 		– Sell
-181,088
Closed -$3.37M – 1365
2016
Q1 		$3.37M Buy
181,088
+89,182
+97% +$1.54M 0.09% 228
2015
Q4 		$1.55M Buy
91,906
+18,400
+25% +$293K 0.04% 411
2015
Q3 		$1.11M Buy
73,506
+1,587
+2% +$24.4K 0.03% 504
2015
Q2 		$1.1M Buy
71,919
+1,333
+2% +$22.1K 0.02% 741
2015
Q1 		$1.24M Sell
70,586
-390
-0.5% -$6.58K 0.02% 774
2014
Q4 		$1.18M Sell
70,976
-7,274
-9% -$111K 0.02% 786
2014
Q3 		$1.07M Buy
78,250
+36,745
+89% +$525K 0.02% 805
2014
Q2 		$597K Buy
41,505
+6,913
+20% +$94.4K 0.01% 1114
2014
Q1 		$482K Buy
34,592
+9,612
+38% +$125K 0.01% 1157
2013
Q4 		$318K Buy
+24,980
New +$308K 0.01% 1392

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

Janney Montgomery Scott's DOC Position: Q1 2024 in Review

Janney Montgomery Scott sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 107,370 shares — an estimated $1.43M sold.

Janney Montgomery Scott first reported a position in DOC in Q4 2013 and held it in 40 quarters. The position peaked at $4M in Q3 2016. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Janney Montgomery Scott reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 107,370 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.43M.
  • Janney Montgomery Scott first reported a position in PHYSICIANS REALTY TRUST in Q4 2013 and held it in 40 quarters.
  • Janney Montgomery Scott's PHYSICIANS REALTY TRUST position peaked at $4M in Q3 2016.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Janney Montgomery Scott's 13F filing for Q1 2024, filed 1 May 2024.