PCM
DOC

Penserra Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Penserra Capital 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
-52,213
Closed -$694K – 1468
2023
Q4 		$694K Buy
52,213
+9,400
+22% +$112K 0.01% 446
2023
Q3 		$512K Buy
42,813
+5,406
+14% +$74.7K 0.01% 500
2023
Q2 		$514K Buy
37,407
+8,509
+29% +$121K 0.01% 515
2023
Q1 		$424K Buy
28,898
+5,452
+23% +$82.2K 0.01% 533
2022
Q4 		$333K Buy
23,446
+5,874
+33% +$85.3K 0.01% 572
2022
Q3 		$260K Buy
17,572
+1,720
+11% +$29K 0.01% 553
2022
Q2 		$276K Sell
15,852
-233
-1% -$4.11K 0.01% 605
2022
Q1 		$282K Buy
16,085
+3,600
+29% +$63.2K 0.01% 644
2021
Q4 		$235K Buy
12,485
+7,926
+174% +$146K 0.01% 642
2021
Q3 		$80K Buy
+4,559
New +$84.3K ﹤0.01% 903
2017
Q4 		– Sell
-2,340
Closed -$41K – 641
2017
Q3 		$41K Buy
+2,340
New +$43.2K 0.01% 326

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

Penserra Capital Management's DOC Position: Q1 2024 in Review

Penserra Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 52,213 shares — an estimated $694K sold.

Penserra Capital Management first reported a position in DOC in Q3 2017 and held it in 11 quarters. The position peaked at $694K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Penserra Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Penserra Capital Management sold 52,213 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $694K.
  • Penserra Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2017 and held it in 11 quarters.
  • Penserra Capital Management's PHYSICIANS REALTY TRUST position peaked at $694K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Penserra Capital Management's 13F filing for Q1 2024, filed 15 May 2024.