MIC
DOC

Meridian Investment Counsel’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Meridian Investment Counsel’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
-155,160
Closed -$2.07M – 212
2023
Q4 		$2.07M Buy
155,160
+7,635
+5% +$90.7K 0.71% 39
2023
Q3 		$1.8M Buy
147,525
+500
+0.3% +$6.91K 0.67% 45
2023
Q2 		$2.06M Buy
147,025
+20,100
+16% +$286K 0.73% 41
2023
Q1 		$1.89M Buy
126,925
+9,375
+8% +$141K 0.72% 42
2022
Q4 		$1.7M Buy
117,550
+5,150
+5% +$74.8K 0.68% 44
2022
Q3 		$1.69M Buy
112,400
+300
+0.3% +$5.07K 0.75% 38
2022
Q2 		$1.96M Buy
112,100
+400
+0.4% +$7.06K 0.8% 34
2022
Q1 		$1.96M Buy
111,700
+6,425
+6% +$113K 0.68% 38
2021
Q4 		$1.98M Buy
105,275
+13,800
+15% +$254K 0.66% 40
2021
Q3 		$1.61M Buy
91,475
+6,900
+8% +$128K 0.58% 47
2021
Q2 		$1.56M Buy
84,575
+48,225
+133% +$897K 0.55% 49
2021
Q1 		$642K Buy
36,350
+13,800
+61% +$245K 0.25% 98
2020
Q4 		$401K Buy
22,550
+8,550
+61% +$153K 0.17% 123
2020
Q3 		$251K Buy
+14,000
New +$249K 0.12% 150

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
IA
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

Meridian Investment Counsel's DOC Position: Q1 2024 in Review

Meridian Investment Counsel sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 155,160 shares — an estimated $2.07M sold.

Meridian Investment Counsel first reported a position in DOC in Q3 2020 and held it in 14 quarters. The position peaked at $2.07M in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Meridian Investment Counsel reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Meridian Investment Counsel sold 155,160 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.07M.
  • Meridian Investment Counsel first reported a position in PHYSICIANS REALTY TRUST in Q3 2020 and held it in 14 quarters.
  • Meridian Investment Counsel's PHYSICIANS REALTY TRUST position peaked at $2.07M in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Meridian Investment Counsel's 13F filing for Q1 2024, filed 13 May 2024.