Mairs & Power Inc’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Mairs & Power Inc’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	-422,188	Closed	-$5.62M	–	239
2023 Q4	$5.62M	Sell	422,188 -8,901	-2%	-$106K	0.06%	91
2023 Q3	$5.25M	Sell	431,089 -2,115	-0.5%	-$29.2K	0.06%	91
2023 Q2	$6.06M	Buy	433,204 +6,700	+2%	+$95.2K	0.07%	88
2023 Q1	$6.37M	Sell	426,504 -23,090	-5%	-$348K	0.07%	89
2022 Q4	$6.51M	Buy	449,594 +25,200	+6%	+$366K	0.08%	86
2022 Q3	$6.38M	Sell	424,394 -300	-0.1%	-$5.07K	0.08%	86
2022 Q2	$7.41M	Sell	424,694 -99,492	-19%	-$1.76M	0.09%	82
2022 Q1	$9.19M	Sell	524,186 -40,704	-7%	-$715K	0.09%	82
2021 Q4	$10.6M	Sell	564,890 -914	-0.2%	-$16.8K	0.1%	79
2021 Q3	$9.97M	Sell	565,804 -78,881	-12%	-$1.46M	0.1%	79
2021 Q2	$11.9M	Buy	644,685 +62,577	+11%	+$1.16M	0.12%	77
2021 Q1	$10.3M	Buy	582,108 +11,479	+2%	+$204K	0.11%	78
2020 Q4	$10.2M	Buy	570,629 +35,964	+7%	+$644K	0.11%	77
2020 Q3	$9.58M	Sell	534,665 -3,470	-0.6%	-$61.8K	0.12%	75
2020 Q2	$9.43M	Buy	538,135 +38,725	+8%	+$632K	0.12%	73
2020 Q1	$6.96M	Buy	499,410 +23,605	+5%	+$434K	0.1%	84
2019 Q4	$9.01M	Buy	475,805 +290	+0.1%	+$5.32K	0.1%	86
2019 Q3	$8.44M	Buy	475,515 +420	+0.1%	+$7.29K	0.1%	84
2019 Q2	$8.29M	Sell	475,095 -19,800	-4%	-$360K	0.1%	85
2019 Q1	$9.31M	Sell	494,895 -1,120	-0.2%	-$19.9K	0.11%	80
2018 Q4	$7.95M	Sell	496,015 -195,425	-28%	-$3.27M	0.11%	83
2018 Q3	$11.7M	Sell	691,440 -113,800	-14%	-$1.89M	0.14%	78
2018 Q2	$12.8M	Sell	805,240 -143,070	-15%	-$2.16M	0.16%	72
2018 Q1	$14.8M	Buy	948,310 +21,700	+2%	+$340K	0.18%	65
2017 Q4	$16.7M	Buy	926,610 +18,000	+2%	+$323K	0.19%	63
2017 Q3	$16.1M	Buy	908,610 +54,900	+6%	+$1.01M	0.19%	63
2017 Q2	$17.2M	Buy	853,710 +71,780	+9%	+$1.46M	0.21%	62
2017 Q1	$15.5M	Buy	781,930 +199,570	+34%	+$3.81M	0.19%	64
2016 Q4	$11M	Buy	582,360 +160,190	+38%	+$3.03M	0.14%	73
2016 Q3	$9.09M	Buy	422,170 +89,600	+27%	+$1.89M	0.12%	75
2016 Q2	$6.99M	Sell	332,570 -400	-0.1%	-$7.67K	0.09%	80
2016 Q1	$6.19M	Sell	332,970 -73,700	-18%	-$1.27M	0.09%	77
2015 Q4	$6.86M	Buy	406,670 +5,100	+1%	+$81.2K	0.1%	72
2015 Q3	$6.06M	Buy	401,570 +139,650	+53%	+$2.15M	0.09%	73
2015 Q2	$4.02M	Buy	261,920 +20,120	+8%	+$333K	0.06%	83
2015 Q1	$4.26M	Buy	241,800 +139,700	+137%	+$2.36M	0.06%	82
2014 Q4	$1.7M	Buy	+102,100	New	+$1.56M	0.02%	102

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

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

Mairs & Power Inc's DOC Position: Q1 2024 in Review

Mairs & Power Inc sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 422,188 shares — an estimated $5.62M sold.

Mairs & Power Inc first reported a position in DOC in Q4 2014 and held it in 37 quarters. The position peaked at $17.2M in Q2 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Mairs & Power Inc reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Mairs & Power Inc sold 422,188 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $5.62M.
Mairs & Power Inc first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and held it in 37 quarters.
Mairs & Power Inc's PHYSICIANS REALTY TRUST position peaked at $17.2M in Q2 2017.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Mairs & Power Inc's 13F filing for Q1 2024, filed 15 May 2024.