PA
DOC

Parallel Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Parallel 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
-4,072
Closed -$54.2K – 3476
2023
Q4 		$54.2K Buy
4,072
+2,985
+275% +$35.5K ﹤0.01% 1399
2023
Q3 		$13.3K Buy
1,087
+300
+38% +$4.15K ﹤0.01% 2065
2023
Q2 		$11K Sell
787
-177
-18% -$2.52K ﹤0.01% 2131
2023
Q1 		$14.4K Buy
964
+138
+17% +$2.08K ﹤0.01% 1982
2022
Q4 		$12K Sell
826
-377
-31% -$5.48K ﹤0.01% 1960
2022
Q3 		$18K Buy
1,203
+354
+42% +$5.98K ﹤0.01% 1741
2022
Q2 		$15K Sell
849
-191
-18% -$3.37K ﹤0.01% 1825
2022
Q1 		$18K Sell
1,040
-1,236
-54% -$21.7K ﹤0.01% 1793
2021
Q4 		$43K Buy
2,276
+1,181
+108% +$21.8K ﹤0.01% 1408
2021
Q3 		$19K Buy
1,095
+189
+21% +$3.5K ﹤0.01% 1778
2021
Q2 		$17K Buy
906
+265
+41% +$4.93K ﹤0.01% 1781
2021
Q1 		$11K Buy
641
+58
+10% +$1.03K ﹤0.01% 1905
2020
Q4 		$10K Sell
583
-49
-8% -$877 ﹤0.01% 1810
2020
Q3 		$11K Buy
632
+116
+22% +$2.07K ﹤0.01% 1720
2020
Q2 		$9K Sell
516
-142
-22% -$2.32K ﹤0.01% 1783
2020
Q1 		$9K Sell
658
-240
-27% -$4.41K ﹤0.01% 1686
2019
Q4 		$17K Buy
898
+2
+0.2% +$37 ﹤0.01% 1503
2019
Q3 		$16K Buy
896
+93
+12% +$1.61K ﹤0.01% 1477
2019
Q2 		$14K Sell
803
-186
-19% -$3.38K ﹤0.01% 1460
2019
Q1 		$19K Sell
989
-62
-6% -$1.1K ﹤0.01% 1254
2018
Q4 		$16K Hold
1,051
– – ﹤0.01% 1163
2018
Q3 		$18K Buy
1,051
+212
+25% +$3.51K ﹤0.01% 1210
2018
Q2 		$13K Buy
839
+532
+173% +$8.04K ﹤0.01% 1248
2018
Q1 		$5K Buy
307
+60
+24% +$941 ﹤0.01% 1600
2017
Q4 		$4K Buy
+247
New +$4.43K ﹤0.01% 1710
2017
Q2 		– Sell
-302
Closed -$6K – 2323
2017
Q1 		$6K Buy
+302
New +$5.77K ﹤0.01% 1463

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

Parallel Advisors's DOC Position: Q1 2024 in Review

Parallel Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 4,072 shares — an estimated $54.2K sold.

Parallel Advisors first reported a position in DOC in Q1 2017 and held it in 26 quarters. The position peaked at $54.2K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Parallel Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Parallel Advisors sold 4,072 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $54.2K.
  • Parallel Advisors first reported a position in PHYSICIANS REALTY TRUST in Q1 2017 and held it in 26 quarters.
  • Parallel Advisors's PHYSICIANS REALTY TRUST position peaked at $54.2K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

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