NSIM
DOC

North Star Investment Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

North Star 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
-500
Closed -$6.66K – 1276
2023
Q4 		$6.66K Hold
500
– – ﹤0.01% 907
2023
Q3 		$6.09K Hold
500
– – ﹤0.01% 922
2023
Q2 		$7K Hold
500
– – ﹤0.01% 920
2023
Q1 		$7.46K Hold
500
– – ﹤0.01% 921
2022
Q4 		$7.24K Hold
500
– – ﹤0.01% 907
2022
Q3 		$8K Hold
500
– – ﹤0.01% 854
2022
Q2 		$9K Hold
500
– – ﹤0.01% 859
2022
Q1 		$9K Hold
500
– – ﹤0.01% 898
2021
Q4 		$9K Hold
500
– – ﹤0.01% 929
2021
Q3 		$9K Buy
+500
New +$9.25K ﹤0.01% 890

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

North Star Investment Management's DOC Position: Q1 2024 in Review

North Star Investment Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 500 shares — an estimated $6.66K sold.

North Star Investment Management first reported a position in DOC in Q3 2021 and held it in 10 quarters. The position peaked at $9K in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • North Star Investment Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • North Star Investment Management sold 500 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $6.66K.
  • North Star Investment Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2021 and held it in 10 quarters.
  • North Star Investment Management's PHYSICIANS REALTY TRUST position peaked at $9K in Q2 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on North Star Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.