Mariner
DOC

Mariner’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Mariner’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
-35,140
Closed -$468K – 3281
2023
Q4 		$468K Buy
35,140
+5,827
+20% +$69.2K ﹤0.01% 1975
2023
Q3 		$357K Sell
29,313
-20,707
-41% -$286K ﹤0.01% 2004
2023
Q2 		$700K Sell
50,020
-1,518
-3% -$21.6K ﹤0.01% 1524
2023
Q1 		$769K Buy
51,538
+2,536
+5% +$38.3K ﹤0.01% 1423
2022
Q4 		$709K Buy
49,002
+18,165
+59% +$264K ﹤0.01% 1426
2022
Q3 		$464K Buy
30,837
+525
+2% +$8.86K ﹤0.01% 1467
2022
Q2 		$529K Buy
30,312
+936
+3% +$16.5K ﹤0.01% 1102
2022
Q1 		$515K Buy
29,376
+4,089
+16% +$71.8K ﹤0.01% 1136
2021
Q4 		$476K Buy
25,287
+1,881
+8% +$34.7K ﹤0.01% 1018
2021
Q3 		$412K Buy
23,406
+247
+1% +$4.57K ﹤0.01% 884
2021
Q2 		$428K Buy
23,159
+552
+2% +$10.3K ﹤0.01% 819
2021
Q1 		$400K Buy
22,607
+3,337
+17% +$59.2K ﹤0.01% 770
2020
Q4 		$343K Buy
19,270
+5,785
+43% +$104K ﹤0.01% 730
2020
Q3 		$241K Buy
13,485
+509
+4% +$9.07K ﹤0.01% 696
2020
Q2 		$227K Buy
+12,976
New +$212K ﹤0.01% 709
2020
Q1 		– Sell
-14,861
Closed -$281K – 778
2019
Q4 		$281K Buy
14,861
+3,164
+27% +$58K ﹤0.01% 671
2019
Q3 		$208K Sell
11,697
-1,167
-9% -$20.3K ﹤0.01% 676
2019
Q2 		$224K Sell
12,864
-1,202
-9% -$21.9K ﹤0.01% 1003
2019
Q1 		$265K Buy
+14,066
New +$251K ﹤0.01% 854

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

Mariner's DOC Position: Q1 2024 in Review

Mariner sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 35,140 shares — an estimated $468K sold.

Mariner first reported a position in DOC in Q1 2019 and held it in 19 quarters. The position peaked at $769K in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Mariner reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Mariner sold 35,140 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $468K.
  • Mariner first reported a position in PHYSICIANS REALTY TRUST in Q1 2019 and held it in 19 quarters.
  • Mariner's PHYSICIANS REALTY TRUST position peaked at $769K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Mariner's 13F filing for Q1 2024, filed 15 May 2024.