SG Americas Securities
DOC

SG Americas Securities’s PHYSICIANS REALTY TRUST DOC Stock Holding History

SG Americas Securities’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
-44,715
Closed -$595K – 3605
2023
Q4 		$595K Sell
44,715
-81,254
-65% -$965K 0.01% 1361
2023
Q3 		$1.54M Buy
125,969
+98,207
+354% +$1.36M 0.02% 923
2023
Q2 		$388K Sell
27,762
-43,005
-61% -$611K ﹤0.01% 1518
2023
Q1 		$1.06M Sell
70,767
-29
-0% -$437 0.01% 1105
2022
Q4 		$1.02M Sell
70,796
-6,813
-9% -$99K 0.01% 957
2022
Q3 		$1.17M Sell
77,609
-15,120
-16% -$255K 0.01% 913
2022
Q2 		$1.62M Sell
92,729
-85,167
-48% -$1.5M 0.02% 869
2022
Q1 		$3.12M Buy
177,896
+119,487
+205% +$2.1M 0.02% 644
2021
Q4 		$1.1M Sell
58,409
-112,305
-66% -$2.07M 0.01% 1587
2021
Q3 		$3.01M Buy
170,714
+120,763
+242% +$2.23M 0.01% 928
2021
Q2 		$923K Sell
49,951
-56,689
-53% -$1.05M ﹤0.01% 1611
2021
Q1 		$1.88M Buy
106,640
+40,926
+62% +$726K 0.01% 1082
2020
Q4 		$1.17M Buy
65,714
+37,870
+136% +$678K 0.01% 1455
2020
Q3 		$499K Sell
27,844
-29,268
-51% -$521K ﹤0.01% 1638
2020
Q2 		$1M Buy
57,112
+1,178
+2% +$19.2K 0.01% 1417
2020
Q1 		$780K Buy
55,934
+2,114
+4% +$38.9K 0.01% 1478
2019
Q4 		$1.02M Sell
53,820
-63,283
-54% -$1.16M 0.01% 1243
2019
Q3 		$2.08M Buy
117,103
+14,009
+14% +$243K 0.02% 937
2019
Q2 		$1.8M Sell
103,094
-43,214
-30% -$786K 0.01% 1088
2019
Q1 		$2.75M Buy
146,308
+94,858
+184% +$1.69M 0.03% 682
2018
Q4 		$825K Buy
51,450
+9,099
+21% +$152K 0.01% 1495
2018
Q3 		$714K Sell
42,351
-43,022
-50% -$713K 0.01% 1927
2018
Q2 		$1.36M Buy
85,373
+60,471
+243% +$914K 0.01% 1191
2018
Q1 		$388K Buy
24,902
+11,915
+92% +$187K ﹤0.01% 2022
2017
Q4 		$234K Sell
12,987
-38,280
-75% -$686K ﹤0.01% 2348
2017
Q3 		$909K Buy
51,267
+40,131
+360% +$741K 0.01% 1334
2017
Q2 		$224K Sell
11,136
-420
-4% -$8.53K ﹤0.01% 2342
2017
Q1 		$230K Sell
11,556
-1,065
-8% -$20.3K ﹤0.01% 2342
2016
Q4 		$239K Sell
12,621
-19,973
-61% -$378K ﹤0.01% 2226
2016
Q3 		$702K Buy
32,594
+23,127
+244% +$489K 0.01% 1429
2016
Q2 		$199K Sell
9,467
-8,484
-47% -$163K ﹤0.01% 2119
2016
Q1 		$334K Buy
+17,951
New +$309K ﹤0.01% 1944
2015
Q4 		– Sell
-8,681
Closed -$131K – 3277
2015
Q3 		$131K Buy
8,681
+976
+13% +$15K ﹤0.01% 1703
2015
Q2 		$118K Sell
7,705
-3,138
-29% -$52K ﹤0.01% 2270
2015
Q1 		$191K Buy
10,843
+2,316
+27% +$39.1K ﹤0.01% 1909
2014
Q4 		$142K Buy
+8,527
New +$130K ﹤0.01% 2688

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

SG Americas Securities's DOC Position: Q1 2024 in Review

SG Americas Securities sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 44,715 shares — an estimated $595K sold.

SG Americas Securities first reported a position in DOC in Q4 2014 and held it in 36 quarters. The position peaked at $3.12M in Q1 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • SG Americas Securities reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • SG Americas Securities sold 44,715 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $595K.
  • SG Americas Securities first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and held it in 36 quarters.
  • SG Americas Securities's PHYSICIANS REALTY TRUST position peaked at $3.12M in Q1 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on SG Americas Securities's 13F filing for Q1 2024, filed 6 May 2024.