MRCM
DOC

M&R Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

M&R 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
-100
Closed -$1.33K – 651
2023
Q4 		$1.33K Hold
100
– – ﹤0.01% 590
2023
Q3 		$1.22K Hold
100
– – ﹤0.01% 578
2023
Q2 		$1.4K Hold
100
– – ﹤0.01% 573
2023
Q1 		$1.49K Hold
100
– – ﹤0.01% 560
2022
Q4 		$1.45K Buy
+100
New +$1.45K ﹤0.01% 544

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

M&R Capital Management's DOC Position: Q1 2024 in Review

M&R Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 100 shares — an estimated $1.33K sold.

M&R Capital Management first reported a position in DOC in Q4 2022 and held it in 5 quarters. The position peaked at $1.49K in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • M&R Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • M&R Capital Management sold 100 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.33K.
  • M&R Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and held it in 5 quarters.
  • M&R Capital Management's PHYSICIANS REALTY TRUST position peaked at $1.49K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.