LSERS
DOC

Louisiana State Employees Retirement System’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Louisiana State Employees Retirement System’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
-67,000
Closed -$892K – 1540
2023
Q4 		$892K Sell
67,000
-500
-0.7% -$5.94K 0.02% 1048
2023
Q3 		$823K Sell
67,500
-2,100
-3% -$29K 0.02% 1021
2023
Q2 		$974K Buy
69,600
+9,000
+15% +$128K 0.02% 911
2023
Q1 		$905K Sell
60,600
-500
-0.8% -$7.54K 0.02% 890
2022
Q4 		$884K Buy
61,100
+900
+1% +$13.1K 0.02% 862
2022
Q3 		$905K Buy
60,200
+1,000
+2% +$16.9K 0.03% 795
2022
Q2 		$995K Buy
59,200
+1,500
+3% +$26.5K 0.03% 796
2022
Q1 		$1.02M Buy
57,700
+1,100
+2% +$19.3K 0.02% 868
2021
Q4 		$1.07M Buy
56,600
+1,100
+2% +$20.3K 0.02% 876
2021
Q3 		$978K Sell
55,500
-400
-0.7% -$7.4K 0.02% 897
2021
Q2 		$1.03M Buy
55,900
+1,200
+2% +$22.3K 0.03% 864
2021
Q1 		$967K Buy
54,700
+2,700
+5% +$47.9K 0.03% 887
2020
Q4 		$926K Hold
52,000
– – 0.03% 789
2020
Q3 		$931K Buy
52,000
+1,400
+3% +$24.9K 0.04% 553
2020
Q2 		$887K Buy
+50,600
New +$825K 0.05% 447

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Louisiana State Employees Retirement System's DOC Position: Q1 2024 in Review

Louisiana State Employees Retirement System sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 67,000 shares — an estimated $892K sold.

Louisiana State Employees Retirement System first reported a position in DOC in Q2 2020 and held it in 15 quarters. The position peaked at $1.07M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Louisiana State Employees Retirement System reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Louisiana State Employees Retirement System sold 67,000 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $892K.
  • Louisiana State Employees Retirement System first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and held it in 15 quarters.
  • Louisiana State Employees Retirement System's PHYSICIANS REALTY TRUST position peaked at $1.07M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Louisiana State Employees Retirement System's 13F filing for Q1 2024, filed 23 Apr 2024.