SBIA
DOC

Sheaff Brock Investment Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sheaff Brock Investment Advisors’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
2023
Q4 		– Sell
-72,353
Closed -$882K – 505
2023
Q3 		$882K Buy
72,353
+15
+0% +$207 0.08% 176
2023
Q2 		$1.01M Buy
72,338
+413
+0.6% +$5.87K 0.09% 168
2023
Q1 		$1.07M Buy
71,925
+498
+0.7% +$7.51K 0.1% 162
2022
Q4 		$1.03M Buy
71,427
+1,597
+2% +$23.2K 0.1% 165
2022
Q3 		$1.05M Buy
69,830
+1,584
+2% +$26.7K 0.11% 145
2022
Q2 		$1.19M Buy
68,246
+2,478
+4% +$43.7K 0.1% 130
2022
Q1 		$1.15M Buy
65,768
+5,000
+8% +$87.8K 0.08% 163
2021
Q4 		$1.15M Buy
60,768
+8,003
+15% +$147K 0.08% 169
2021
Q3 		$930K Buy
52,765
+1,676
+3% +$31K 0.07% 183
2021
Q2 		$944K Buy
51,089
+4,560
+10% +$84.8K 0.07% 183
2021
Q1 		$822K Buy
46,529
+4,912
+12% +$87.2K 0.06% 182
2020
Q4 		$741K Sell
41,617
-333
-0.8% -$5.96K 0.06% 182
2020
Q3 		$751K Buy
41,950
+360
+0.9% +$6.41K 0.07% 168
2020
Q2 		$729K Buy
41,590
+4,525
+12% +$73.8K 0.07% 173
2020
Q1 		$517K Buy
37,065
+2,703
+8% +$49.7K 0.07% 181
2019
Q4 		$651K Buy
34,362
+6,630
+24% +$122K 0.06% 208
2019
Q3 		$492K Buy
27,732
+4,527
+20% +$78.6K 0.05% 243
2019
Q2 		$405K Buy
23,205
+1,717
+8% +$31.2K 0.04% 283
2019
Q1 		$404K Buy
21,488
+1,777
+9% +$31.7K 0.05% 299
2018
Q4 		$316K Buy
+19,711
New +$330K 0.05% 313

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sheaff Brock Investment Advisors's DOC Position: Q4 2023 in Review

Sheaff Brock Investment Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 72,353 shares — an estimated $882K sold.

Sheaff Brock Investment Advisors first reported a position in DOC in Q4 2018 and held it in 20 quarters. The position peaked at $1.19M in Q2 2022. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Sheaff Brock Investment Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 72,353 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $882K.
  • Sheaff Brock Investment Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2018 and held it in 20 quarters.
  • Sheaff Brock Investment Advisors's PHYSICIANS REALTY TRUST position peaked at $1.19M in Q2 2022.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.