LCM
DOC

LDR Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

LDR Capital Management’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
-105,671
Closed -$1.41M – 43
2023
Q4 		$1.41M Sell
105,671
-482
-0.5% -$5.72K 0.79% 33
2023
Q3 		$1.29M Hold
106,153
– – 0.79% 26
2023
Q2 		$1.49M Hold
106,153
– – 0.92% 25
2023
Q1 		$1.58M Buy
106,153
+4,966
+5% +$74.9K 1.04% 23
2022
Q4 		$1.46M Buy
101,187
+22,234
+28% +$323K 0.8% 28
2022
Q3 		$1.19M Buy
78,953
+16,453
+26% +$278K 0.6% 36
2022
Q2 		$1.09M Sell
62,500
-6,100
-9% -$108K 0.46% 41
2022
Q1 		$1.2M Buy
+68,600
New +$1.2M 0.38% 51

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

LDR Capital Management's DOC Position: Q1 2024 in Review

LDR Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 105,671 shares — an estimated $1.41M sold.

LDR Capital Management first reported a position in DOC in Q1 2022 and held it in 8 quarters. The position peaked at $1.58M in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • LDR Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • LDR Capital Management sold 105,671 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.41M.
  • LDR Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2022 and held it in 8 quarters.
  • LDR Capital Management's PHYSICIANS REALTY TRUST position peaked at $1.58M in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on LDR Capital Management's 13F filing for Q1 2024, filed 1 May 2024.