MIIM
DOC

Mesirow Institutional Investment Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Mesirow Institutional Investment 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
-841,595
Closed -$11.2M – 139
2023
Q4 		$11.2M Sell
841,595
-31,803
-4% -$378K 1.05% 58
2023
Q3 		$10.6M Buy
873,398
+33,936
+4% +$469K 1.08% 42
2023
Q2 		$11.7M Sell
839,462
-17,871
-2% -$254K 1.21% 35
2023
Q1 		$12.8M Buy
857,333
+206,270
+32% +$3.11M 1.39% 5
2022
Q4 		$9.42M Sell
651,063
-192,870
-23% -$2.8M 1.24% 28
2022
Q3 		$12.7M Buy
+843,933
New +$14.2M 1.84% 2

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

Mesirow Institutional Investment Management's DOC Position: Q1 2024 in Review

Mesirow Institutional Investment Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 841,595 shares — an estimated $11.2M sold.

Mesirow Institutional Investment Management first reported a position in DOC in Q3 2022 and held it in 6 quarters. The position peaked at $12.8M in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Mesirow Institutional Investment Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Mesirow Institutional Investment Management sold 841,595 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $11.2M.
  • Mesirow Institutional Investment Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2022 and held it in 6 quarters.
  • Mesirow Institutional Investment Management's PHYSICIANS REALTY TRUST position peaked at $12.8M in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q1 2024, filed 6 May 2024.