RJFSA
DOC

Raymond James Financial Services Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Raymond James Financial Services 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
-67,752
Closed -$902K – 3547
2023
Q4 		$902K Sell
67,752
-9,202
-12% -$109K ﹤0.01% 2045
2023
Q3 		$938K Sell
76,954
-3,000
-4% -$41.5K ﹤0.01% 1942
2023
Q2 		$1.12M Sell
79,954
-9,536
-11% -$135K ﹤0.01% 1863
2023
Q1 		$1.34M Sell
89,490
-10,848
-11% -$164K ﹤0.01% 1724
2022
Q4 		$1.45M Sell
100,338
-7,948
-7% -$115K ﹤0.01% 1623
2022
Q3 		$1.63M Sell
108,286
-3,747
-3% -$63.3K ﹤0.01% 1537
2022
Q2 		$1.96M Sell
112,033
-5,847
-5% -$103K ﹤0.01% 1452
2022
Q1 		$2.07M Sell
117,880
-16,772
-12% -$295K ﹤0.01% 1466
2021
Q4 		$2.54M Sell
134,652
-28,630
-18% -$528K ﹤0.01% 1380
2021
Q3 		$2.88M Sell
163,282
-22,083
-12% -$408K 0.01% 1273
2021
Q2 		$3.42M Sell
185,365
-9,488
-5% -$176K 0.01% 1171
2021
Q1 		$3.44M Sell
194,853
-23,906
-11% -$424K 0.01% 1098
2020
Q4 		$3.89M Buy
218,759
+16,287
+8% +$292K 0.01% 944
2020
Q3 		$3.63M Sell
202,472
-9,687
-5% -$173K 0.01% 889
2020
Q2 		$3.72M Sell
212,159
-37,944
-15% -$619K 0.01% 828
2020
Q1 		$3.49M Buy
250,103
+87,965
+54% +$1.62M 0.02% 643
2019
Q4 		$3.07M Buy
162,138
+3,655
+2% +$67K 0.01% 951
2019
Q3 		$2.81M Sell
158,483
-19,686
-11% -$342K 0.01% 932
2019
Q2 		$3.11M Buy
178,169
+17,614
+11% +$320K 0.01% 881
2019
Q1 		$3.02M Buy
160,555
+3,162
+2% +$56.3K 0.01% 860
2018
Q4 		$2.52M Buy
157,393
+958
+0.6% +$16.1K 0.01% 781
2018
Q3 		$2.64M Sell
156,435
-1,955
-1% -$32.4K 0.01% 920
2018
Q2 		$2.52M Buy
158,390
+8,464
+6% +$128K 0.01% 899
2018
Q1 		$2.33M Sell
149,926
-47,485
-24% -$744K 0.01% 860
2017
Q4 		$3.55M Sell
197,411
-42,484
-18% -$762K 0.02% 671
2017
Q3 		$4.25M Sell
239,895
-41,274
-15% -$762K 0.03% 587
2017
Q2 		$5.66M Buy
281,169
+51,665
+23% +$1.05M 0.04% 471
2017
Q1 		$4.56M Buy
229,504
+120,213
+110% +$2.3M 0.03% 513
2016
Q4 		$2.07M Buy
109,291
+23,777
+28% +$450K 0.02% 768
2016
Q3 		$1.84M Sell
85,514
-23,921
-22% -$506K 0.02% 809
2016
Q2 		$2.3M Buy
109,435
+55,518
+103% +$1.06M 0.02% 668
2016
Q1 		$1M Buy
53,917
+23,436
+77% +$404K 0.01% 911
2015
Q4 		$514K Buy
30,481
+4,999
+20% +$79.6K 0.01% 1192
2015
Q3 		$385K Buy
+25,482
New +$392K 0.01% 1153

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 Financial Services Advisors's DOC Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 67,752 shares — an estimated $902K sold.

Raymond James Financial Services Advisors first reported a position in DOC in Q3 2015 and held it in 34 quarters. The position peaked at $5.66M in Q2 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Raymond James Financial Services Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 67,752 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $902K.
  • Raymond James Financial Services Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2015 and held it in 34 quarters.
  • Raymond James Financial Services Advisors's PHYSICIANS REALTY TRUST position peaked at $5.66M in Q2 2017.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.