SEI Investments
DOC

SEI Investments’s PHYSICIANS REALTY TRUST DOC Stock Holding History

SEI Investments’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
-130,032
Closed -$1.73M – 2741
2023
Q4 		$1.73M Sell
130,032
-362,386
-74% -$4.3M ﹤0.01% 1669
2023
Q3 		$6M Sell
492,418
-344,610
-41% -$4.76M 0.01% 1083
2023
Q2 		$11.7M Sell
837,028
-75,231
-8% -$1.07M 0.02% 787
2023
Q1 		$13.6M Buy
912,259
+297,420
+48% +$4.49M 0.03% 693
2022
Q4 		$8.9M Buy
614,839
+402,296
+189% +$5.84M 0.02% 779
2022
Q3 		$3.2M Buy
212,543
+22,053
+12% +$372K 0.01% 1317
2022
Q2 		$3.33M Buy
190,490
+51,363
+37% +$907K 0.01% 1299
2022
Q1 		$2.44M Buy
139,127
+56,006
+67% +$984K ﹤0.01% 1470
2021
Q4 		$1.57M Buy
83,121
+7,899
+11% +$146K ﹤0.01% 1677
2021
Q3 		$1.33M Buy
75,222
+20,205
+37% +$374K ﹤0.01% 1668
2021
Q2 		$1.02M Sell
55,017
-11,320
-17% -$211K ﹤0.01% 1811
2021
Q1 		$1.17M Buy
66,337
+16,221
+32% +$288K ﹤0.01% 1691
2020
Q4 		$892K Sell
50,116
-1,282
-2% -$22.9K ﹤0.01% 1737
2020
Q3 		$921K Buy
51,398
+7,765
+18% +$138K ﹤0.01% 1634
2020
Q2 		$764K Sell
43,633
-6,211
-12% -$101K ﹤0.01% 1673
2020
Q1 		$695K Buy
49,844
+299
+0.6% +$5.5K ﹤0.01% 1620
2019
Q4 		$938K Buy
49,545
+9,738
+24% +$179K ﹤0.01% 1663
2019
Q3 		$707K Buy
+39,807
New +$691K ﹤0.01% 1730
2019
Q2 		– Sell
-1,390
Closed -$26K – 2994
2019
Q1 		$26K Buy
+1,390
New +$24.8K ﹤0.01% 2721
2018
Q3 		– Sell
-124,327
Closed -$1.98M – 3902
2018
Q2 		$1.98M Sell
124,327
-16,913
-12% -$256K 0.01% 1333
2018
Q1 		$2.2M Sell
141,240
-6,282
-4% -$98.5K 0.01% 1173
2017
Q4 		$2.65M Sell
147,522
-3,418
-2% -$61.3K 0.01% 1169
2017
Q3 		$2.68M Sell
150,940
-203,794
-57% -$3.76M 0.01% 1121
2017
Q2 		$7.14M Buy
354,734
+4,966
+1% +$101K 0.03% 686
2017
Q1 		$6.95M Buy
349,768
+129,024
+58% +$2.46M 0.03% 654
2016
Q4 		$4.18M Buy
220,744
+21,011
+11% +$398K 0.02% 849
2016
Q3 		$4.3M Buy
199,733
+27,112
+16% +$573K 0.02% 761
2016
Q2 		$3.63M Buy
172,621
+54,918
+47% +$1.05M 0.02% 755
2016
Q1 		$2.19M Buy
117,703
+58,056
+97% +$1M 0.01% 942
2015
Q4 		$1.01M Buy
+59,647
New +$949K 0.01% 1203

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

SEI Investments's DOC Position: Q1 2024 in Review

SEI Investments sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 130,032 shares — an estimated $1.73M sold.

SEI Investments first reported a position in DOC in Q4 2015 and held it in 30 quarters. The position peaked at $13.6M in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • SEI Investments reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • SEI Investments sold 130,032 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.73M.
  • SEI Investments first reported a position in PHYSICIANS REALTY TRUST in Q4 2015 and held it in 30 quarters.
  • SEI Investments's PHYSICIANS REALTY TRUST position peaked at $13.6M in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on SEI Investments's 13F filing for Q1 2024, filed 7 May 2024.