NSIM
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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

CIBC World Markets
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
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Vinva Investment Management
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
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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.