SIC
DOC

Samalin Investment Counsel’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Samalin Investment Counsel’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
-33,408
Closed -$445K – 293
2023
Q4 		$445K Buy
33,408
+6,076
+22% +$72.2K 0.22% 147
2023
Q3 		$333K Buy
27,332
+2,376
+10% +$32.8K 0.19% 160
2023
Q2 		$349K Sell
24,956
-180
-0.7% -$2.56K 0.19% 150
2023
Q1 		$375K Buy
25,136
+10,555
+72% +$159K 0.23% 131
2022
Q4 		$211K Buy
14,581
+3,047
+26% +$44.3K 0.13% 216
2022
Q3 		$173K Buy
11,534
+363
+3% +$6.13K 0.13% 200
2022
Q2 		$195K Buy
11,171
+110
+1% +$1.94K 0.14% 198
2022
Q1 		$194K Buy
11,061
+792
+8% +$13.9K 0.12% 223
2021
Q4 		$193K Buy
+10,269
New +$189K 0.12% 227

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 $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

Samalin Investment Counsel's DOC Position: Q1 2024 in Review

Samalin Investment Counsel sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 33,408 shares — an estimated $445K sold.

Samalin Investment Counsel first reported a position in DOC in Q4 2021 and held it in 9 quarters. The position peaked at $445K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Samalin Investment Counsel reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Samalin Investment Counsel sold 33,408 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $445K.
  • Samalin Investment Counsel first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 9 quarters.
  • Samalin Investment Counsel's PHYSICIANS REALTY TRUST position peaked at $445K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Samalin Investment Counsel's 13F filing for Q1 2024, filed 13 May 2024.