RJA
DOC

Raymond James & Associates’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Raymond James & 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
-279,331
Closed -$3.72M – 4104
2023
Q4 		$3.72M Sell
279,331
-65,726
-19% -$781K ﹤0.01% 1716
2023
Q3 		$4.21M Sell
345,057
-3,406
-1% -$47.1K ﹤0.01% 1569
2023
Q2 		$4.87M Buy
348,463
+14,969
+4% +$213K ﹤0.01% 1497
2023
Q1 		$4.98M Buy
333,494
+30,150
+10% +$455K ﹤0.01% 1460
2022
Q4 		$4.39M Buy
303,344
+21,785
+8% +$316K ﹤0.01% 1490
2022
Q3 		$4.24M Buy
281,559
+10,140
+4% +$171K ﹤0.01% 1474
2022
Q2 		$4.74M Buy
271,419
+7,873
+3% +$139K ﹤0.01% 1434
2022
Q1 		$4.62M Buy
263,546
+20,808
+9% +$365K ﹤0.01% 1565
2021
Q4 		$4.57M Sell
242,738
-4,069
-2% -$75K ﹤0.01% 1615
2021
Q3 		$4.35M Sell
246,807
-38,544
-14% -$713K ﹤0.01% 1588
2021
Q2 		$5.27M Sell
285,351
-8,582
-3% -$160K ﹤0.01% 1461
2021
Q1 		$5.19M Buy
293,933
+1,200
+0.4% +$21.3K 0.01% 1408
2020
Q4 		$5.21M Sell
292,733
-424,926
-59% -$7.61M 0.01% 1322
2020
Q3 		$12.9M Sell
717,659
-141,415
-16% -$2.52M 0.02% 733
2020
Q2 		$15.1M Sell
859,074
-82,633
-9% -$1.35M 0.02% 637
2020
Q1 		$13.1M Sell
941,707
-300,160
-24% -$5.52M 0.02% 628
2019
Q4 		$23.5M Buy
1,241,867
+1,033,070
+495% +$18.9M 0.03% 511
2019
Q3 		$3.71M Buy
208,797
+36,299
+21% +$630K 0.01% 1398
2019
Q2 		$3.01M Sell
172,498
-55,909
-24% -$1.02M ﹤0.01% 1540
2019
Q1 		$4.3M Buy
228,407
+59,109
+35% +$1.05M 0.01% 1269
2018
Q4 		$2.71M Sell
169,298
-12,709
-7% -$213K ﹤0.01% 1456
2018
Q3 		$3.07M Sell
182,007
-11,420
-6% -$189K ﹤0.01% 1537
2018
Q2 		$3.08M Sell
193,427
-24,095
-11% -$364K 0.01% 1483
2018
Q1 		$3.39M Sell
217,522
-79,261
-27% -$1.24M 0.01% 1373
2017
Q4 		$5.34M Sell
296,783
-46,171
-13% -$828K 0.01% 1087
2017
Q3 		$6.08M Sell
342,954
-647,692
-65% -$12M 0.01% 981
2017
Q2 		$20M Buy
990,646
+615,834
+164% +$12.5M 0.04% 437
2017
Q1 		$7.45M Buy
374,812
+43,549
+13% +$832K 0.02% 831
2016
Q4 		$6.28M Buy
331,263
+94,768
+40% +$1.8M 0.02% 875
2016
Q3 		$5.09M Sell
236,495
-15,814
-6% -$334K 0.01% 939
2016
Q2 		$5.3M Buy
252,309
+206,838
+455% +$3.97M 0.02% 818
2016
Q1 		$845K Buy
45,471
+1,326
+3% +$22.9K ﹤0.01% 1753
2015
Q4 		$744K Buy
44,145
+6,913
+19% +$110K ﹤0.01% 1794
2015
Q3 		$562K Sell
37,232
-6,138
-14% -$94.3K ﹤0.01% 1878
2015
Q2 		$666K Buy
43,370
+4,976
+13% +$82.5K ﹤0.01% 1941
2015
Q1 		$676K Sell
38,394
-8
-0% -$135 ﹤0.01% 1888
2014
Q4 		$637K Buy
38,402
+5,062
+15% +$77.3K ﹤0.01% 1834
2014
Q3 		$457K Sell
33,340
-683
-2% -$9.77K ﹤0.01% 1888
2014
Q2 		$490K Buy
+34,023
New +$465K ﹤0.01% 1857

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

Raymond James & Associates's DOC Position: Q1 2024 in Review

Raymond James & Associates sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 279,331 shares — an estimated $3.72M sold.

Raymond James & Associates first reported a position in DOC in Q2 2014 and held it in 39 quarters. The position peaked at $23.5M in Q4 2019. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Raymond James & Associates reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Raymond James & Associates sold 279,331 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $3.72M.
  • Raymond James & Associates first reported a position in PHYSICIANS REALTY TRUST in Q2 2014 and held it in 39 quarters.
  • Raymond James & Associates's PHYSICIANS REALTY TRUST position peaked at $23.5M in Q4 2019.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Raymond James & Associates's 13F filing for Q1 2024, filed 22 Apr 2024.