OA
DOC

Oxbow Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Oxbow 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
-18,808
Closed -$250K – 244
2023
Q4 		$250K Sell
18,808
-341,968
-95% -$4.06M 0.04% 179
2023
Q3 		$4.4M Sell
360,776
-256,126
-42% -$3.54M 0.69% 37
2023
Q2 		$8.63M Buy
616,902
+18,046
+3% +$256K 1.36% 18
2023
Q1 		$8.94M Buy
598,856
+65,176
+12% +$983K 1.6% 17
2022
Q4 		$7.72M Sell
533,680
-12,915
-2% -$188K 1.46% 20
2022
Q3 		$8.22M Sell
546,595
-15,431
-3% -$261K 1.29% 19
2022
Q2 		$9.81M Sell
562,026
-546
-0.1% -$9.64K 1.39% 18
2022
Q1 		$9.87M Buy
562,572
+19,083
+4% +$335K 0.99% 34
2021
Q4 		$10.2M Buy
543,489
+126,678
+30% +$2.33M 0.98% 36
2021
Q3 		$7.34M Buy
416,811
+20,554
+5% +$380K 0.75% 49
2021
Q2 		$7.32M Buy
396,257
+4,214
+1% +$78.4K 0.76% 52
2021
Q1 		$6.93M Buy
392,043
+12,955
+3% +$230K 0.84% 45
2020
Q4 		$6.75M Sell
379,088
-4,723
-1% -$84.6K 0.86% 42
2020
Q3 		$6.87M Sell
383,811
-10,127
-3% -$180K 0.87% 40
2020
Q2 		$6.9M Sell
393,938
-3,755
-0.9% -$61.2K 1% 40
2020
Q1 		$5.54M Buy
+397,693
New +$7.31M 0.93% 32

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

Oxbow Advisors's DOC Position: Q1 2024 in Review

Oxbow Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 18,808 shares — an estimated $250K sold.

Oxbow Advisors first reported a position in DOC in Q1 2020 and held it in 16 quarters. The position peaked at $10.2M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Oxbow Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Oxbow Advisors sold 18,808 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $250K.
  • Oxbow Advisors first reported a position in PHYSICIANS REALTY TRUST in Q1 2020 and held it in 16 quarters.
  • Oxbow Advisors's PHYSICIANS REALTY TRUST position peaked at $10.2M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Oxbow Advisors's 13F filing for Q1 2024, filed 6 May 2024.