Kovitz Investment Group Partners
DOC

Kovitz Investment Group Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Kovitz Investment Group 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
-111,849
Closed -$1.49M – 671
2023
Q4 		$1.49M Sell
111,849
-81,350
-42% -$966K 0.02% 252
2023
Q3 		$2.36M Sell
193,199
-1,652
-0.8% -$22.8K 0.04% 223
2023
Q2 		$2.73M Sell
194,851
-1,939
-1% -$27.6K 0.04% 216
2023
Q1 		$2.94M Sell
196,790
-5,476
-3% -$82.6K 0.05% 210
2022
Q4 		$2.93M Sell
202,266
-13,381
-6% -$194K 0.06% 207
2022
Q3 		$3.24M Sell
215,647
-6,552
-3% -$111K 0.08% 191
2022
Q2 		$3.88M Sell
222,199
-190
-0.1% -$3.35K 0.09% 181
2022
Q1 		$3.9M Buy
222,389
+24,481
+12% +$430K 0.07% 189
2021
Q4 		$3.52M Sell
197,908
-3,857
-2% -$71.1K 0.08% 156
2021
Q3 		$3.56M Buy
201,765
+1,119
+0.6% +$20.7K 0.07% 184
2021
Q2 		$3.71M Sell
200,646
-2,149
-1% -$40K 0.07% 185
2021
Q1 		$3.58M Buy
202,795
+4,887
+2% +$86.7K 0.08% 162
2020
Q4 		$3.52M Sell
197,908
-919
-0.5% -$16.5K 0.09% 153
2020
Q3 		$3.56M Buy
198,827
+626
+0.3% +$11.2K 0.1% 144
2020
Q2 		$3.47M Sell
198,201
-4,835
-2% -$78.8K 0.11% 136
2020
Q1 		$2.83M Buy
203,036
+290
+0.1% +$5.33K 0.1% 138
2019
Q4 		$3.84M Buy
202,746
+8,634
+4% +$158K 0.11% 131
2019
Q3 		$3.44M Buy
194,112
+3,574
+2% +$62.1K 0.11% 142
2019
Q2 		$3.32M Sell
190,538
-2,169
-1% -$39.4K 0.1% 146
2019
Q1 		$3.63M Buy
192,707
+7,920
+4% +$141K 0.11% 135
2018
Q4 		$2.96M Buy
+184,787
New +$3.1M 0.12% 119

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

Kovitz Investment Group Partners's DOC Position: Q1 2024 in Review

Kovitz Investment Group Partners sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 111,849 shares — an estimated $1.49M sold.

Kovitz Investment Group Partners first reported a position in DOC in Q4 2018 and held it in 21 quarters. The position peaked at $3.9M in Q1 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Kovitz Investment Group Partners reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 111,849 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.49M.
  • Kovitz Investment Group Partners first reported a position in PHYSICIANS REALTY TRUST in Q4 2018 and held it in 21 quarters.
  • Kovitz Investment Group Partners's PHYSICIANS REALTY TRUST position peaked at $3.9M in Q1 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2024, filed 14 May 2024.