LF
DOC

Lee Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Lee Financial’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
-490
Closed -$6.52K – 865
2023
Q4 		$6.52K Sell
490
-185
-27% -$2.2K ﹤0.01% 498
2023
Q3 		$8.23K Hold
675
– – ﹤0.01% 441
2023
Q2 		$9.44K Hold
675
– – ﹤0.01% 413
2023
Q1 		$10.1K Hold
675
– – ﹤0.01% 415
2022
Q4 		$9.77K Hold
675
– – ﹤0.01% 469
2022
Q3 		$10K Sell
675
-9
-1% -$152 ﹤0.01% 447
2022
Q2 		$12K Buy
684
+9
+1% +$159 ﹤0.01% 428
2022
Q1 		$12K Hold
675
– – ﹤0.01% 414
2021
Q4 		$13K Sell
675
-61,510
-99% -$1.13M ﹤0.01% 453
2021
Q3 		$1.1M Hold
62,185
– – 0.23% 57
2021
Q2 		$1.15M Buy
62,185
+11,960
+24% +$222K 0.24% 58
2021
Q1 		$888K Sell
50,225
-1,385
-3% -$24.6K 0.21% 63
2020
Q4 		$919K Sell
51,610
-270
-0.5% -$4.83K 0.24% 59
2020
Q3 		$929K Sell
51,880
-120
-0.2% -$2.14K 0.26% 60
2020
Q2 		$912K Buy
52,000
+7,715
+17% +$126K 0.25% 63
2020
Q1 		$617K Buy
44,285
+43,745
+8,101% +$804K 0.2% 65
2019
Q4 		$10K Hold
540
– – ﹤0.01% 356
2019
Q3 		$10K Hold
540
– – ﹤0.01% 352
2019
Q2 		$9K Hold
540
– – ﹤0.01% 378
2019
Q1 		$10K Hold
540
– – ﹤0.01% 350
2018
Q4 		$9K Hold
540
– – ﹤0.01% 308
2018
Q3 		$9K Sell
540
-839
-61% -$13.9K ﹤0.01% 358
2018
Q2 		$22K Buy
1,379
+705
+105% +$10.7K 0.01% 339
2018
Q1 		$10K Buy
674
+134
+25% +$2.1K ﹤0.01% 484
2017
Q4 		$10K Hold
540
– – ﹤0.01% 341
2017
Q3 		$10K Hold
540
– – ﹤0.01% 343
2017
Q2 		$11K Hold
540
– – ﹤0.01% 313
2017
Q1 		$11K Buy
540
+130
+32% +$2.48K ﹤0.01% 266
2016
Q4 		$8K Buy
+410
New +$7.77K ﹤0.01% 338

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

Lee Financial's DOC Position: Q1 2024 in Review

Lee Financial sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 490 shares — an estimated $6.52K sold.

Lee Financial first reported a position in DOC in Q4 2016 and held it in 29 quarters. The position peaked at $1.15M in Q2 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Lee Financial reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 490 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $6.52K.
  • Lee Financial first reported a position in PHYSICIANS REALTY TRUST in Q4 2016 and held it in 29 quarters.
  • Lee Financial's PHYSICIANS REALTY TRUST position peaked at $1.15M in Q2 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.