Rehmann Capital Advisory Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Rehmann Capital Advisory Group’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	-49,142	Closed	-$654K	–	591
2023 Q4	$654K	Hold	49,142	–	–	0.05%	258
2023 Q3	$599K	Sell	49,142 -360	-0.7%	-$4.98K	0.06%	265
2023 Q2	$693K	Hold	49,502	–	–	0.06%	255
2023 Q1	$739K	Hold	49,502	–	–	0.07%	239
2022 Q4	$716K	Hold	49,502	–	–	0.07%	236
2022 Q3	$745K	Hold	49,502	–	–	0.08%	214
2022 Q2	$864K	Sell	49,502 -730	-1%	-$12.9K	0.1%	180
2022 Q1	$881K	Sell	50,232 -1,904	-4%	-$33.4K	0.08%	209
2021 Q4	$982K	Sell	52,136 -2,161	-4%	-$39.8K	0.09%	194
2021 Q3	$957K	Hold	54,297	–	–	0.09%	194
2021 Q2	$1M	Sell	54,297 -4,101	-7%	-$76.3K	0.1%	183
2021 Q1	$1.03M	Sell	58,398 -10,762	-16%	-$191K	0.11%	160
2020 Q4	$1.13M	Sell	69,160 -3,000	-4%	-$53.7K	0.13%	133
2020 Q3	$1.29M	Sell	72,160 -1,000	-1%	-$17.8K	0.16%	113
2020 Q2	$1.28M	Buy	73,160 +122	+0.2%	+$1.99K	0.17%	107
2020 Q1	$1.02M	Buy	+73,038	New	+$1.34M	0.17%	105
2019 Q3	$1.62M	Sell	91,261 -4,331	-5%	-$75.2K	0.2%	57
2019 Q2	$1.67M	Sell	95,592 -920	-1%	-$16.7K	0.21%	81
2019 Q1	$1.82M	Sell	96,512 -1,089	-1%	-$19.4K	0.25%	68
2018 Q4	$1.56M	Sell	97,601 -231	-0.2%	-$3.87K	0.23%	51
2018 Q3	$1.65M	Sell	97,832 -845	-0.9%	-$14K	0.23%	77
2018 Q2	$1.57M	Buy	98,677 +31,909	+48%	+$482K	0.23%	81
2018 Q1	$1.04M	Sell	66,768 -1,026	-2%	-$16.1K	0.16%	111
2017 Q4	$1.22M	Buy	+67,794	New	+$1.22M	0.21%	99

Other funds holding DOC

CWM

CIBC World Markets New York $20.8B AUM

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Rehmann Capital Advisory Group's DOC Position: Q1 2024 in Review

Rehmann Capital Advisory Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 49,142 shares — an estimated $654K sold.

Rehmann Capital Advisory Group first reported a position in DOC in Q4 2017 and held it in 24 quarters. The position peaked at $1.82M in Q1 2019. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Rehmann Capital Advisory Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Rehmann Capital Advisory Group sold 49,142 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $654K.
Rehmann Capital Advisory Group first reported a position in PHYSICIANS REALTY TRUST in Q4 2017 and held it in 24 quarters.
Rehmann Capital Advisory Group's PHYSICIANS REALTY TRUST position peaked at $1.82M in Q1 2019.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.