SSB
DOC

Sandy Spring Bank’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sandy Spring Bank’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
-700
Closed -$9.32K – 1305
2023
Q4 		$9.32K Hold
700
– – ﹤0.01% 831
2023
Q3 		$8.53K Hold
700
– – ﹤0.01% 837
2023
Q2 		$9.79K Hold
700
– – ﹤0.01% 844
2023
Q1 		$10.5K Buy
+700
New +$10.6K ﹤0.01% 821

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

Sandy Spring Bank's DOC Position: Q1 2024 in Review

Sandy Spring Bank sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 700 shares — an estimated $9.32K sold.

Sandy Spring Bank first reported a position in DOC in Q1 2023 and held it in 4 quarters. The position peaked at $10.5K in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Sandy Spring Bank reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 700 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $9.32K.
  • Sandy Spring Bank first reported a position in PHYSICIANS REALTY TRUST in Q1 2023 and held it in 4 quarters.
  • Sandy Spring Bank's PHYSICIANS REALTY TRUST position peaked at $10.5K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Sandy Spring Bank's 13F filing for Q1 2024, filed 8 May 2024.