OAM
DOC

Oppenheimer Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Oppenheimer Asset 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
-30,354
Closed -$404K – 1184
2023
Q4 		$404K Sell
30,354
-14,584
-32% -$173K 0.01% 909
2023
Q3 		$548K Sell
44,938
-490
-1% -$6.77K 0.01% 828
2023
Q2 		$636K Buy
45,428
+1,569
+4% +$22.3K 0.01% 797
2023
Q1 		$655K Buy
43,859
+4,809
+12% +$72.5K 0.01% 780
2022
Q4 		$565K Sell
39,050
-5,328
-12% -$77.4K 0.01% 819
2022
Q3 		$667K Buy
44,378
+343
+0.8% +$5.79K 0.01% 767
2022
Q2 		$768K Sell
44,035
-600
-1% -$10.6K 0.01% 753
2022
Q1 		$783K Sell
44,635
-1,458
-3% -$25.6K 0.01% 818
2021
Q4 		$868K Sell
46,093
-1,508
-3% -$27.8K 0.01% 819
2021
Q3 		$839K Buy
47,601
+784
+2% +$14.5K 0.01% 798
2021
Q2 		$865K Buy
46,817
+611
+1% +$11.4K 0.01% 793
2021
Q1 		$816K Buy
46,206
+982
+2% +$17.4K 0.01% 780
2020
Q4 		$805K Buy
45,224
+10,911
+32% +$195K 0.01% 751
2020
Q3 		$615K Sell
34,313
-976
-3% -$17.4K 0.01% 760
2020
Q2 		$618K Sell
35,289
-5,811
-14% -$94.8K 0.01% 738
2020
Q1 		$572K Sell
41,100
-1,068
-3% -$19.6K 0.01% 693
2019
Q4 		$799K Buy
42,168
+232
+0.6% +$4.25K 0.02% 686
2019
Q3 		$744K Sell
41,936
-2,532
-6% -$44K 0.02% 698
2019
Q2 		$775K Sell
44,468
-379
-0.8% -$6.89K 0.02% 700
2019
Q1 		$844K Buy
44,847
+3,107
+7% +$55.3K 0.02% 652
2018
Q4 		$669K Sell
41,740
-1,960
-4% -$32.8K 0.02% 676
2018
Q3 		$737K Sell
43,700
-8,694
-17% -$144K 0.02% 706
2018
Q2 		$835K Buy
52,394
+91
+0.2% +$1.38K 0.02% 641
2018
Q1 		$814K Sell
52,303
-3,153
-6% -$49.4K 0.02% 650
2017
Q4 		$983K Hold
55,456
– – 0.03% 601
2017
Q3 		$983K Buy
55,456
+3,884
+8% +$71.7K 0.03% 604
2017
Q2 		$1.04M Sell
51,572
-3,848
-7% -$78.1K 0.03% 566
2017
Q1 		$1.1M Buy
+55,420
New +$1.06M 0.03% 540

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

Oppenheimer Asset Management's DOC Position: Q1 2024 in Review

Oppenheimer Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 30,354 shares — an estimated $404K sold.

Oppenheimer Asset Management first reported a position in DOC in Q1 2017 and held it in 28 quarters. The position peaked at $1.1M in Q1 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Oppenheimer Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Oppenheimer Asset Management sold 30,354 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $404K.
  • Oppenheimer Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2017 and held it in 28 quarters.
  • Oppenheimer Asset Management's PHYSICIANS REALTY TRUST position peaked at $1.1M in Q1 2017.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Oppenheimer Asset Management's 13F filing for Q1 2024, filed 7 May 2024.