MCM
DOC

Marathon Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Marathon 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
-455,584
Closed -$6.06M – 166
2023
Q4 		$6.06M Sell
455,584
-7,611
-2% -$90.4K 1.52% 16
2023
Q3 		$5.65M Sell
463,195
-2,571
-0.6% -$35.5K 1.42% 18
2023
Q2 		$6.52M Sell
465,766
-5,171
-1% -$73.5K 1.61% 13
2023
Q1 		$7.03M Buy
470,937
+393
+0.1% +$5.93K 1.73% 10
2022
Q4 		$6.81M Sell
470,544
-14,475
-3% -$210K 1.88% 8
2022
Q3 		$7.29M Buy
485,019
+379,789
+361% +$6.41M 2.08% 5
2022
Q2 		$1.84M Buy
105,230
+2,645
+3% +$46.7K 0.59% 40
2022
Q1 		$1.8M Buy
102,585
+20,375
+25% +$358K 0.52% 46
2021
Q4 		$1.55M Sell
82,210
-7,225
-8% -$133K 0.36% 50
2021
Q3 		$1.58M Sell
89,435
-50
-0.1% -$925 0.36% 53
2021
Q2 		$1.65M Sell
89,485
-1,000
-1% -$18.6K 0.38% 50
2021
Q1 		$1.6M Buy
90,485
+2,145
+2% +$38.1K 0.42% 45
2020
Q4 		$1.57M Sell
88,340
-3,450
-4% -$61.8K 0.46% 44
2020
Q3 		$1.64M Sell
91,790
-1,735
-2% -$30.9K 0.6% 36
2020
Q2 		$1.64M Buy
+93,525
New +$1.53M 0.63% 28

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

Marathon Capital Management's DOC Position: Q1 2024 in Review

Marathon Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 455,584 shares — an estimated $6.06M sold.

Marathon Capital Management first reported a position in DOC in Q2 2020 and held it in 15 quarters. The position peaked at $7.29M in Q3 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Marathon Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Marathon Capital Management sold 455,584 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $6.06M.
  • Marathon Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and held it in 15 quarters.
  • Marathon Capital Management's PHYSICIANS REALTY TRUST position peaked at $7.29M in Q3 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Marathon Capital Management's 13F filing for Q1 2024, filed 15 May 2024.