SBH
DOC

Segall Bryant & Hamill’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Segall Bryant & Hamill’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
-1,149,981
Closed -$15.3M – 320
2023
Q4 		$15.3M Sell
1,149,981
-149,025
-11% -$1.77M 0.3% 120
2023
Q3 		$15.8M Buy
1,299,006
+34,790
+3% +$481K 0.18% 145
2023
Q2 		$17.7M Sell
1,264,216
-4,888
-0.4% -$69.5K 0.19% 146
2023
Q1 		$18.9M Buy
1,269,104
+7,152
+0.6% +$108K 0.2% 138
2022
Q4 		$18.3M Buy
1,261,952
+8,438
+0.7% +$123K 0.2% 145
2022
Q3 		$18.9M Buy
1,253,514
+29,971
+2% +$506K 0.22% 128
2022
Q2 		$21.3M Buy
1,223,543
+5,128
+0.4% +$90.5K 0.24% 119
2022
Q1 		$21.4M Buy
+1,218,415
New +$21.4M 0.2% 131
2021
Q4 		– Sell
-1,165,692
Closed -$20.5M – 798
2021
Q3 		$20.5M Buy
1,165,692
+21,126
+2% +$391K 0.2% 130
2021
Q2 		$21.1M Sell
1,144,566
-10,880
-0.9% -$202K 0.21% 128
2021
Q1 		$20.4M Buy
1,155,446
+1,201
+0.1% +$21.3K 0.2% 135
2020
Q4 		$20.6M Buy
1,154,245
+47,163
+4% +$844K 0.23% 115
2020
Q3 		$19.8M Buy
1,107,082
+276,464
+33% +$4.92M 0.27% 94
2020
Q2 		$14.6M Sell
830,618
-84,330
-9% -$1.38M 0.24% 100
2020
Q1 		$12.8M Sell
914,948
-61,961
-6% -$1.14M 0.26% 94
2019
Q4 		$18.5M Sell
976,909
-380,501
-28% -$6.98M 0.29% 87
2019
Q3 		$24.1M Buy
1,357,410
+81,257
+6% +$1.41M 0.37% 64
2019
Q2 		$22.3M Buy
1,276,153
+386,272
+43% +$7.03M 0.34% 77
2019
Q1 		$16.7M Buy
889,881
+367,780
+70% +$6.55M 0.26% 107
2018
Q4 		$8.37M Buy
522,101
+113,971
+28% +$1.91M 0.14% 188
2018
Q3 		$6.88M Buy
408,130
+101,067
+33% +$1.68M 0.1% 246
2018
Q2 		$4.89M Buy
307,063
+6,489
+2% +$98.1K 0.07% 288
2018
Q1 		$4.68M Buy
+300,574
New +$4.71M 0.11% 206

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

Segall Bryant & Hamill's DOC Position: Q1 2024 in Review

Segall Bryant & Hamill sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,149,981 shares — an estimated $15.3M sold.

Segall Bryant & Hamill first reported a position in DOC in Q1 2018 and held it in 23 quarters. The position peaked at $24.1M in Q3 2019. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Segall Bryant & Hamill reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Segall Bryant & Hamill sold 1,149,981 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $15.3M.
  • Segall Bryant & Hamill first reported a position in PHYSICIANS REALTY TRUST in Q1 2018 and held it in 23 quarters.
  • Segall Bryant & Hamill's PHYSICIANS REALTY TRUST position peaked at $24.1M in Q3 2019.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Segall Bryant & Hamill's 13F filing for Q1 2024, filed 15 May 2024.