RhumbLine Advisers
DOC

RhumbLine Advisers’s PHYSICIANS REALTY TRUST DOC Stock Holding History

RhumbLine Advisers’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
-850,490
Closed -$11.3M – 4320
2023
Q4 		$11.3M Sell
850,490
-17,548
-2% -$208K 0.01% 991
2023
Q3 		$10.6M Sell
868,038
-441
-0.1% -$6.1K 0.01% 960
2023
Q2 		$12.2M Buy
868,479
+35,946
+4% +$511K 0.01% 920
2023
Q1 		$12.4M Buy
832,533
+4,136
+0.5% +$62.4K 0.02% 858
2022
Q4 		$12M Buy
828,397
+18,648
+2% +$271K 0.02% 841
2022
Q3 		$12.2M Buy
809,749
+25,441
+3% +$430K 0.02% 788
2022
Q2 		$13.7M Buy
784,308
+74,101
+10% +$1.31M 0.02% 740
2022
Q1 		$12.5M Sell
710,207
-23,981
-3% -$421K 0.02% 849
2021
Q4 		$13.8M Buy
734,188
+13,921
+2% +$256K 0.02% 797
2021
Q3 		$12.7M Buy
720,267
+8,321
+1% +$154K 0.02% 832
2021
Q2 		$13.2M Buy
711,946
+5,465
+0.8% +$102K 0.02% 843
2021
Q1 		$12.5M Sell
706,481
-28,186
-4% -$500K 0.02% 856
2020
Q4 		$13.1M Buy
734,667
+21,438
+3% +$384K 0.02% 770
2020
Q3 		$12.8M Sell
713,229
-111,598
-14% -$1.99M 0.02% 654
2020
Q2 		$14.5M Buy
824,827
+415,514
+102% +$6.78M 0.02% 592
2020
Q1 		$5.71M Buy
409,313
+66,312
+19% +$1.22M 0.01% 946
2019
Q4 		$6.5M Buy
343,001
+18,129
+6% +$332K 0.01% 1101
2019
Q3 		$5.77M Buy
324,872
+27,164
+9% +$472K 0.01% 1112
2019
Q2 		$5.19M Buy
297,708
+5,901
+2% +$107K 0.01% 1175
2019
Q1 		$5.49M Buy
291,807
+974
+0.3% +$17.3K 0.01% 1122
2018
Q4 		$4.66M Buy
290,833
+79,301
+37% +$1.33M 0.01% 1147
2018
Q3 		$3.57M Sell
211,532
-5,914
-3% -$98K 0.01% 1334
2018
Q2 		$3.47M Buy
217,446
+21,826
+11% +$330K 0.01% 1347
2018
Q1 		$3.05M Sell
195,620
-5,233
-3% -$82K 0.01% 1354
2017
Q4 		$3.61M Sell
200,853
-23,735
-11% -$426K 0.01% 1273
2017
Q3 		$3.98M Buy
224,588
+19,051
+9% +$352K 0.01% 1173
2017
Q2 		$4.14M Buy
205,537
+29,372
+17% +$596K 0.01% 1112
2017
Q1 		$3.5M Buy
176,165
+14,044
+9% +$268K 0.01% 1230
2016
Q4 		$3.07M Buy
162,121
+7,302
+5% +$138K 0.01% 1194
2016
Q3 		$3.33M Buy
154,819
+4,610
+3% +$97.5K 0.01% 1108
2016
Q2 		$3.16M Sell
150,209
-4,690
-3% -$89.9K 0.01% 1071
2016
Q1 		$2.88M Buy
154,899
+39,720
+34% +$685K 0.01% 1143
2015
Q4 		$1.94M Buy
115,179
+21,750
+23% +$346K 0.01% 1376
2015
Q3 		$1.41M Buy
93,429
+5,659
+6% +$87K ﹤0.01% 1560
2015
Q2 		$1.35M Buy
87,770
+3,660
+4% +$60.6K ﹤0.01% 1674
2015
Q1 		$1.48M Buy
84,110
+25,880
+44% +$437K ﹤0.01% 1608
2014
Q4 		$967K Buy
58,230
+16,275
+39% +$249K ﹤0.01% 1842
2014
Q3 		$576K Buy
41,955
+1,300
+3% +$18.6K ﹤0.01% 2119
2014
Q2 		$585K Buy
40,655
+26,605
+189% +$363K ﹤0.01% 2172
2014
Q1 		$196K Buy
14,050
+2,550
+22% +$33.1K ﹤0.01% 2782
2013
Q4 		$147K Buy
+11,500
New +$142K ﹤0.01% 2906

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

RhumbLine Advisers's DOC Position: Q1 2024 in Review

RhumbLine Advisers sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 850,490 shares — an estimated $11.3M sold.

RhumbLine Advisers first reported a position in DOC in Q4 2013 and held it in 41 quarters. The position peaked at $14.5M in Q2 2020. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • RhumbLine Advisers reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • RhumbLine Advisers sold 850,490 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $11.3M.
  • RhumbLine Advisers first reported a position in PHYSICIANS REALTY TRUST in Q4 2013 and held it in 41 quarters.
  • RhumbLine Advisers's PHYSICIANS REALTY TRUST position peaked at $14.5M in Q2 2020.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on RhumbLine Advisers's 13F filing for Q1 2024, filed 9 May 2024.