MML Investors Services
DOC

MML Investors Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

MML Investors Services’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
-15,672
Closed -$209K – 2589
2023
Q4 		$209K Sell
15,672
-26,425
-63% -$314K ﹤0.01% 2294
2023
Q3 		$513K Buy
42,097
+4,733
+13% +$65.4K ﹤0.01% 1625
2023
Q2 		$523K Buy
37,364
+14,588
+64% +$207K ﹤0.01% 1605
2023
Q1 		$340K Buy
22,776
+51
+0.2% +$769 ﹤0.01% 1612
2022
Q4 		$329K Buy
22,725
+2,014
+10% +$29.3K ﹤0.01% 1719
2022
Q3 		$311K Buy
20,711
+2,564
+14% +$43.3K ﹤0.01% 1660
2022
Q2 		$317K Buy
18,147
+2,769
+18% +$48.9K ﹤0.01% 1644
2022
Q1 		$270K Buy
15,378
+3,480
+29% +$61.1K ﹤0.01% 1796
2021
Q4 		$224K Sell
11,898
-2,206
-16% -$40.6K ﹤0.01% 1865
2021
Q3 		$249K Buy
+14,104
New +$261K ﹤0.01% 1740

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

MML Investors Services's DOC Position: Q1 2024 in Review

MML Investors Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 15,672 shares — an estimated $209K sold.

MML Investors Services first reported a position in DOC in Q3 2021 and held it in 10 quarters. The position peaked at $523K in Q2 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • MML Investors Services reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • MML Investors Services sold 15,672 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $209K.
  • MML Investors Services first reported a position in PHYSICIANS REALTY TRUST in Q3 2021 and held it in 10 quarters.
  • MML Investors Services's PHYSICIANS REALTY TRUST position peaked at $523K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on MML Investors Services's 13F filing for Q1 2024, filed 14 May 2024.