PA
DOC

Pinnacle Associates’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Pinnacle Associates’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
-27,192
Closed -$362K – 857
2023
Q4 		$362K Sell
27,192
-1,543
-5% -$18.3K 0.01% 644
2023
Q3 		$350K Sell
28,735
-950
-3% -$13.1K 0.01% 630
2023
Q2 		$415K Sell
29,685
-691
-2% -$9.82K 0.01% 604
2023
Q1 		$454K Buy
30,376
+600
+2% +$9.05K 0.01% 543
2022
Q4 		$431K Buy
29,776
+750
+3% +$10.9K 0.01% 533
2022
Q3 		$437K Hold
29,026
– – 0.01% 520
2022
Q2 		$507K Sell
29,026
-1,009
-3% -$17.8K 0.01% 510
2022
Q1 		$527K Buy
30,035
+4,950
+20% +$86.9K 0.01% 549
2021
Q4 		$472K Buy
25,085
+5,150
+26% +$94.9K 0.01% 567
2021
Q3 		$351K Buy
19,935
+2,335
+13% +$43.2K 0.01% 609
2021
Q2 		$325K Buy
17,600
+1,000
+6% +$18.6K 0.01% 632
2021
Q1 		$293K Hold
16,600
– – 0.01% 629
2020
Q4 		$295K Sell
16,600
-100
-0.6% -$1.79K 0.01% 594
2020
Q3 		$299K Hold
16,700
– – 0.01% 562
2020
Q2 		$293K Sell
16,700
-1,005
-6% -$16.4K 0.01% 564
2020
Q1 		$247K Sell
17,705
-500
-3% -$9.19K 0.01% 576
2019
Q4 		$345K Sell
18,205
-450
-2% -$8.25K 0.01% 584
2019
Q3 		$331K Buy
18,655
+205
+1% +$3.56K 0.01% 588
2019
Q2 		$322K Sell
18,450
-750
-4% -$13.6K 0.01% 592
2019
Q1 		$361K Sell
19,200
-50
-0.3% -$891 0.01% 577
2018
Q4 		$309K Sell
19,250
-300
-2% -$5.03K 0.01% 576
2018
Q3 		$330K Sell
19,550
-1,130
-5% -$18.7K 0.01% 587
2018
Q2 		$330K Sell
20,680
-500
-2% -$7.56K 0.01% 574
2018
Q1 		$330K Buy
21,180
+3,600
+20% +$56.4K 0.01% 563
2017
Q4 		$316K Sell
17,580
-1,650
-9% -$29.6K 0.01% 563
2017
Q3 		$341K Buy
19,230
+9,075
+89% +$167K 0.01% 557
2017
Q2 		$205K Buy
+10,155
New +$206K ﹤0.01% 644

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

Pinnacle Associates's DOC Position: Q1 2024 in Review

Pinnacle Associates sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 27,192 shares — an estimated $362K sold.

Pinnacle Associates first reported a position in DOC in Q2 2017 and held it in 27 quarters. The position peaked at $527K in Q1 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Pinnacle Associates reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Pinnacle Associates sold 27,192 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $362K.
  • Pinnacle Associates first reported a position in PHYSICIANS REALTY TRUST in Q2 2017 and held it in 27 quarters.
  • Pinnacle Associates's PHYSICIANS REALTY TRUST position peaked at $527K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Pinnacle Associates's 13F filing for Q1 2024, filed 26 Apr 2024.