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

McKinley 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	-41,458	Closed	-$552K	–	170
2023 Q4	$552K	Buy	41,458 +1,114	+3%	+$13.2K	0.07%	144
2023 Q3	$492K	Buy	40,344 +469	+1%	+$6.48K	0.07%	149
2023 Q2	$558K	Sell	39,875 -146	-0.4%	-$2.07K	0.07%	149
2023 Q1	$598K	Sell	40,021 -242	-0.6%	-$3.65K	0.08%	150
2022 Q4	$583K	Buy	40,263 +711	+2%	+$10.3K	0.08%	152
2022 Q3	$595K	Sell	39,552 -148	-0.4%	-$2.5K	0.08%	147
2022 Q2	$693K	Buy	39,700 +579	+1%	+$10.2K	0.09%	147
2022 Q1	$686K	Buy	39,121 +1,072	+3%	+$18.8K	0.07%	153
2021 Q4	$717K	Buy	38,049 +86	+0.2%	+$1.58K	0.06%	156
2021 Q3	$669K	Sell	37,963 -1,959	-5%	-$36.2K	0.06%	163
2021 Q2	$737K	Buy	39,922 +177	+0.4%	+$3.29K	0.05%	162
2021 Q1	$702K	Buy	39,745 +182	+0.5%	+$3.23K	0.05%	163
2020 Q4	$704K	Sell	39,563 -1,021	-3%	-$18.3K	0.05%	161
2020 Q3	$726K	Sell	40,584 -3,065	-7%	-$54.6K	0.06%	155
2020 Q2	$764K	Sell	43,649 -89	-0.2%	-$1.45K	0.05%	151
2020 Q1	$610K	Sell	43,738 -568	-1%	-$10.4K	0.05%	153
2019 Q4	$839K	Buy	44,306 +3,349	+8%	+$61.4K	0.05%	155
2019 Q3	$727K	Sell	40,957 -2,540	-6%	-$44.1K	0.05%	138
2019 Q2	$759K	Sell	43,497 -14,529	-25%	-$264K	0.05%	168
2019 Q1	$1.09M	Sell	58,026 -1,149	-2%	-$20.5K	0.08%	129
2018 Q4	$948K	Buy	59,175 +11,799	+25%	+$198K	0.08%	132
2018 Q3	$798K	Buy	47,376 +227	+0.5%	+$3.76K	0.05%	150
2018 Q2	$752K	Buy	47,149 +3,011	+7%	+$45.5K	0.05%	159
2018 Q1	$687K	Sell	44,138 -6,486	-13%	-$102K	0.04%	155
2017 Q4	$911K	Sell	50,624 -1,626	-3%	-$29.2K	0.05%	235
2017 Q3	$926K	Sell	52,250 -1,400	-3%	-$25.8K	0.04%	241
2017 Q2	$1.08M	Sell	53,650 -348	-0.6%	-$7.07K	0.04%	230
2017 Q1	$1.07M	Sell	53,998 -1,167	-2%	-$22.3K	0.04%	243
2016 Q4	$1.05M	Sell	55,165 -51,044	-48%	-$967K	0.04%	244
2016 Q3	$2.29M	Buy	106,209 +70,181	+195%	+$1.48M	0.08%	183
2016 Q2	$757K	Sell	36,028 -1,847	-5%	-$35.4K	0.04%	234
2016 Q1	$704K	Sell	37,875 -981	-3%	-$16.9K	0.03%	225
2015 Q4	$655K	Buy	38,856 +714	+2%	+$11.4K	0.03%	233
2015 Q3	$576K	Sell	38,142 -3,421	-8%	-$52.6K	0.03%	233
2015 Q2	$638K	Sell	41,563 -3,084	-7%	-$51.1K	0.03%	246
2015 Q1	$786K	Buy	44,647 +18,978	+74%	+$320K	0.03%	229
2014 Q4	$426K	Buy	+25,669	New	+$392K	0.02%	262

Other funds holding DOC

CWM

CIBC World Markets New York $20.8B AUM

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 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 $5.54B AUM 27.43% 1-Year Est. Return

HNB

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

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

McKinley Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 41,458 shares — an estimated $552K sold.

McKinley Capital Management first reported a position in DOC in Q4 2014 and held it in 37 quarters. The position peaked at $2.29M in Q3 2016. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

McKinley Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
McKinley Capital Management sold 41,458 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $552K.
McKinley Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and held it in 37 quarters.
McKinley Capital Management's PHYSICIANS REALTY TRUST position peaked at $2.29M in Q3 2016.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on McKinley Capital Management's 13F filing for Q1 2024, filed 1 May 2024.