Nisa Investment Advisors
DOC

Nisa Investment Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Nisa Investment Advisors’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
-79,194
Closed -$1.05M – 2848
2023
Q4 		$1.05M Sell
79,194
-9,424
-11% -$112K 0.01% 832
2023
Q3 		$1.08M Sell
88,618
-4,507
-5% -$62.3K 0.01% 847
2023
Q2 		$1.3M Buy
93,125
+4,475
+5% +$63.6K 0.01% 810
2023
Q1 		$1.32M Sell
88,650
-30,275
-25% -$457K 0.01% 783
2022
Q4 		$1.72M Buy
118,925
+43,637
+58% +$634K 0.01% 774
2022
Q3 		$1.13M Buy
75,288
+571
+0.8% +$9.64K 0.01% 776
2022
Q2 		$1.3M Sell
74,717
-10,540
-12% -$186K 0.01% 751
2022
Q1 		$1.5M Sell
85,257
-9,786
-10% -$172K 0.01% 748
2021
Q4 		$1.74M Sell
95,043
-2,290
-2% -$42.2K 0.01% 684
2021
Q3 		$1.72K Sell
97,333
-12,905
-12% -$239K 0.01% 742
2021
Q2 		$2.04K Buy
110,238
+2,564
+2% +$47.7K 0.01% 710
2021
Q1 		$1.9K Sell
107,674
-5,556
-5% -$98.6K 0.01% 730
2020
Q4 		$2.02M Buy
113,230
+8,892
+9% +$159K 0.01% 694
2020
Q3 		$1.87M Buy
104,338
+29,380
+39% +$523K 0.02% 621
2020
Q2 		$1.31M Buy
74,958
+23,171
+45% +$378K 0.01% 694
2020
Q1 		$722K Sell
51,787
-13,817
-21% -$254K 0.01% 805
2019
Q4 		$1.24M Sell
65,604
-26,939
-29% -$494K 0.01% 810
2019
Q3 		$1.64M Buy
92,543
+72,978
+373% +$1.27M 0.01% 707
2019
Q2 		$341K Buy
19,565
+7,280
+59% +$132K ﹤0.01% 1187
2019
Q1 		$231K Buy
12,285
+8,855
+258% +$158K ﹤0.01% 1269
2018
Q4 		$55K Hold
3,430
– – ﹤0.01% 1446
2018
Q3 		$58K Hold
3,430
– – ﹤0.01% 1455
2018
Q2 		$55K Buy
3,430
+2,500
+269% +$37.8K ﹤0.01% 1440
2018
Q1 		$14K Sell
930
-5,350
-85% -$83.9K ﹤0.01% 1565
2017
Q4 		$113K Buy
6,280
+4,900
+355% +$87.9K ﹤0.01% 1358
2017
Q3 		$24K Hold
1,380
– – ﹤0.01% 1503
2017
Q2 		$28K Buy
1,380
+800
+138% +$16.2K ﹤0.01% 1446
2017
Q1 		$12K Sell
580
-1,520
-72% -$29K ﹤0.01% 1628
2016
Q4 		$40K Buy
2,100
+1,000
+91% +$18.9K ﹤0.01% 1463
2016
Q3 		$24K Hold
1,100
– – ﹤0.01% 1599
2016
Q2 		$23K Sell
1,100
-10,000
-90% -$192K ﹤0.01% 1579
2016
Q1 		$206K Hold
11,100
– – ﹤0.01% 1208
2015
Q4 		$187K Buy
+11,100
New +$177K ﹤0.01% 1197

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

Nisa Investment Advisors's DOC Position: Q1 2024 in Review

Nisa Investment Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 79,194 shares — an estimated $1.05M sold.

Nisa Investment Advisors first reported a position in DOC in Q4 2015 and held it in 33 quarters. The position peaked at $2.02M in Q4 2020. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Nisa Investment Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Nisa Investment Advisors sold 79,194 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.05M.
  • Nisa Investment Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2015 and held it in 33 quarters.
  • Nisa Investment Advisors's PHYSICIANS REALTY TRUST position peaked at $2.02M in Q4 2020.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Nisa Investment Advisors's 13F filing for Q1 2024, filed 2 May 2024.