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

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

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

CASC

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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.