NMERB
DOC

New Mexico Educational Retirement Board’s PHYSICIANS REALTY TRUST DOC Stock Holding History

New Mexico Educational Retirement Board’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
-46,600
Closed -$620K – 911
2023
Q4 		$620K Hold
46,600
– – 0.02% 809
2023
Q3 		$568K Hold
46,600
– – 0.02% 793
2023
Q2 		$652K Buy
46,600
+5,300
+13% +$75.3K 0.03% 739
2023
Q1 		$617K Buy
41,300
+5,900
+17% +$89K 0.03% 713
2022
Q4 		$512K Hold
35,400
– – 0.03% 734
2022
Q3 		$532K Hold
35,400
– – 0.03% 701
2022
Q2 		$618K Sell
35,400
-8,300
-19% -$147K 0.03% 676
2022
Q1 		$766K Hold
43,700
– – 0.03% 730
2021
Q4 		$823K Hold
43,700
– – 0.03% 729
2021
Q3 		$770K Hold
43,700
– – 0.03% 738
2021
Q2 		$807K Buy
43,700
+7,200
+20% +$134K 0.03% 725
2021
Q1 		$645K Hold
36,500
– – 0.03% 744
2020
Q4 		$650K Sell
36,500
-5,200
-12% -$93.1K 0.03% 677
2020
Q3 		$747K Sell
41,700
-5,100
-11% -$90.9K 0.04% 562
2020
Q2 		$820K Buy
+46,800
New +$763K 0.04% 547

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

New Mexico Educational Retirement Board's DOC Position: Q1 2024 in Review

New Mexico Educational Retirement Board sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 46,600 shares — an estimated $620K sold.

New Mexico Educational Retirement Board first reported a position in DOC in Q2 2020 and held it in 15 quarters. The position peaked at $823K in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • New Mexico Educational Retirement Board reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • New Mexico Educational Retirement Board sold 46,600 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $620K.
  • New Mexico Educational Retirement Board first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and held it in 15 quarters.
  • New Mexico Educational Retirement Board's PHYSICIANS REALTY TRUST position peaked at $823K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on New Mexico Educational Retirement Board's 13F filing for Q1 2024, filed 17 Apr 2024.