LC
DOC

Lindbrook Capital’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Lindbrook Capital’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
-1,495
Closed -$19.9K – 2792
2023
Q4 		$19.9K Buy
1,495
+1,443
+2,775% +$17.1K ﹤0.01% 1176
2023
Q3 		$634 Sell
52
-532
-91% -$7.35K ﹤0.01% 2478
2023
Q2 		$8.17K Sell
584
-253
-30% -$3.6K ﹤0.01% 1587
2023
Q1 		$12.5K Buy
837
+383
+84% +$5.78K ﹤0.01% 1309
2022
Q4 		$6.57K Buy
454
+405
+827% +$5.88K ﹤0.01% 1664
2022
Q3 		$1K Sell
49
-180
-79% -$3.04K ﹤0.01% 2592
2022
Q2 		$4K Buy
229
+55
+32% +$971 ﹤0.01% 1727
2022
Q1 		$3K Sell
174
-81
-32% -$1.42K ﹤0.01% 1922
2021
Q4 		$5K Sell
255
-23
-8% -$424 ﹤0.01% 1549
2021
Q3 		$5K Hold
278
– – ﹤0.01% 1288
2021
Q2 		$5K Sell
278
-56
-17% -$1.04K ﹤0.01% 1329
2021
Q1 		$6K Buy
334
+56
+20% +$994 ﹤0.01% 1240
2020
Q4 		$5K Sell
278
-49
-15% -$877 ﹤0.01% 1228
2020
Q3 		$6K Sell
327
-89
-21% -$1.58K ﹤0.01% 1078
2020
Q2 		$7K Sell
416
-192
-32% -$3.13K ﹤0.01% 992
2020
Q1 		$8K Sell
608
-2,246
-79% -$41.3K ﹤0.01% 850
2019
Q4 		$54K Hold
2,854
– – 0.02% 427
2019
Q3 		$51K Sell
2,854
-156
-5% -$2.71K 0.02% 421
2019
Q2 		$52K Buy
3,010
+156
+5% +$2.84K 0.02% 416
2019
Q1 		$53K Buy
2,854
+192
+7% +$3.42K 0.02% 392
2018
Q4 		$42K Buy
+2,662
New +$44.6K 0.02% 403

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

Lindbrook Capital's DOC Position: Q1 2024 in Review

Lindbrook Capital sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,495 shares — an estimated $19.9K sold.

Lindbrook Capital first reported a position in DOC in Q4 2018 and held it in 21 quarters. The position peaked at $54K in Q4 2019. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Lindbrook Capital reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Lindbrook Capital sold 1,495 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $19.9K.
  • Lindbrook Capital first reported a position in PHYSICIANS REALTY TRUST in Q4 2018 and held it in 21 quarters.
  • Lindbrook Capital's PHYSICIANS REALTY TRUST position peaked at $54K in Q4 2019.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Lindbrook Capital's 13F filing for Q1 2024, filed 25 Apr 2024.