SC
DOC

Sagefield Capital’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sagefield Capital’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
-31,500
Closed -$419K – 115
2023
Q4 		$419K Buy
+31,500
New +$374K 0.05% 82

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sagefield Capital's DOC Position: Q1 2024 in Review

Sagefield Capital sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 31,500 shares — an estimated $419K sold.

Sagefield Capital first reported a position in DOC in Q4 2023 and held it in 1 quarter. The position peaked at $419K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Sagefield Capital reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Sagefield Capital sold 31,500 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $419K.
  • Sagefield Capital first reported a position in PHYSICIANS REALTY TRUST in Q4 2023 and held it in 1 quarter.
  • Sagefield Capital's PHYSICIANS REALTY TRUST position peaked at $419K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Sagefield Capital's 13F filing for Q1 2024, filed 15 May 2024.