Oakworth Capital’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Oakworth Capital’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	-166	Closed	-$2.21K	–	708
2023 Q4	$2.21K	Buy	+166	New	+$1.97K	﹤0.01%	619
2021 Q3	–	Sell	-225	Closed	-$4K	–	615
2021 Q2	$4K	Hold	225	–	–	﹤0.01%	536
2021 Q1	$4K	Hold	225	–	–	﹤0.01%	519
2020 Q4	$4K	Hold	225	–	–	﹤0.01%	511
2020 Q3	$4K	Hold	225	–	–	﹤0.01%	515
2020 Q2	$4K	Hold	225	–	–	﹤0.01%	503
2020 Q1	$3K	Hold	225	–	–	﹤0.01%	475
2019 Q4	$4K	Hold	225	–	–	﹤0.01%	494
2019 Q3	$4K	Hold	225	–	–	﹤0.01%	501
2019 Q2	$4K	Buy	+225	New	+$4.09K	﹤0.01%	552

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

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

Oakworth Capital's DOC Position: Q1 2024 in Review

Oakworth Capital sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 166 shares — an estimated $2.21K sold.

Oakworth Capital first reported a position in DOC in Q2 2019 and held it in 10 quarters. The position peaked at $4K in Q2 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Oakworth Capital reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Oakworth Capital sold 166 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.21K.
Oakworth Capital first reported a position in PHYSICIANS REALTY TRUST in Q2 2019 and held it in 10 quarters.
Oakworth Capital's PHYSICIANS REALTY TRUST position peaked at $4K in Q2 2021.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Oakworth Capital's 13F filing for Q1 2024, filed 22 Apr 2024.