PA
DOC

Profund Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Profund 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
-12,402
Closed -$165K – 1211
2023
Q4 		$165K Buy
12,402
+915
+8% +$10.9K 0.01% 1070
2023
Q3 		$140K Sell
11,487
-444
-4% -$6.14K 0.01% 920
2023
Q2 		$167K Sell
11,931
-689
-5% -$9.79K 0.01% 1009
2023
Q1 		$188K Sell
12,620
-4,343
-26% -$65.5K 0.01% 1016
2022
Q4 		$245K Buy
16,963
+301
+2% +$4.37K 0.02% 771
2022
Q3 		$251K Sell
16,662
-1,284
-7% -$21.7K 0.02% 684
2022
Q2 		$313K Sell
17,946
-5,377
-23% -$94.9K 0.02% 621
2022
Q1 		$409K Sell
23,323
-605
-3% -$10.6K 0.02% 705
2021
Q4 		$451K Sell
23,928
-13,452
-36% -$248K 0.01% 680
2021
Q3 		$659K Buy
37,380
+11,414
+44% +$211K 0.02% 503
2021
Q2 		$481K Buy
25,966
+3,831
+17% +$71.3K 0.02% 701
2021
Q1 		$391K Buy
22,135
+6,623
+43% +$118K 0.02% 755
2020
Q4 		$276K Sell
15,512
-2,935
-16% -$52.5K 0.01% 875
2020
Q3 		$330K Buy
18,447
+3,434
+23% +$61.2K 0.02% 629
2020
Q2 		$263K Buy
+15,013
New +$245K 0.01% 668
2020
Q1 		– Sell
-11,712
Closed -$222K – 1261
2019
Q4 		$222K Sell
11,712
-3,407
-23% -$62.5K 0.01% 1114
2019
Q3 		$268K Sell
15,119
-1,154
-7% -$20K 0.01% 1001
2019
Q2 		$284K Buy
16,273
+2,672
+20% +$48.6K 0.01% 954
2019
Q1 		$256K Buy
13,601
+3,307
+32% +$58.9K 0.01% 1018
2018
Q4 		$165K Sell
10,294
-5,556
-35% -$93.1K 0.01% 1057
2018
Q3 		$267K Buy
+15,850
New +$263K 0.01% 1275
2018
Q1 		– Sell
-11,123
Closed -$200K – 1530
2017
Q4 		$200K Sell
11,123
-2,016
-15% -$36.2K 0.01% 1376
2017
Q3 		$233K Buy
13,139
+1,570
+14% +$29K 0.01% 1257
2017
Q2 		$233K Buy
11,569
+733
+7% +$14.9K 0.01% 1269
2017
Q1 		$215K Sell
10,836
-18
-0.2% -$344 0.01% 1342
2016
Q4 		$206K Sell
10,854
-1,854
-15% -$35.1K 0.01% 1450
2016
Q3 		$274K Buy
+12,708
New +$269K 0.01% 1149

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

Profund Advisors's DOC Position: Q1 2024 in Review

Profund Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 12,402 shares — an estimated $165K sold.

Profund Advisors first reported a position in DOC in Q3 2016 and held it in 27 quarters. The position peaked at $659K in Q3 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Profund Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Profund Advisors sold 12,402 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $165K.
  • Profund Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2016 and held it in 27 quarters.
  • Profund Advisors's PHYSICIANS REALTY TRUST position peaked at $659K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Profund Advisors's 13F filing for Q1 2024, filed 8 May 2024.