SCM
DOC

Shelton Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Shelton Capital Management’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
-10,286
Closed -$137K – 776
2023
Q4 		$137K Sell
10,286
-1,195
-10% -$14.2K ﹤0.01% 716
2023
Q3 		$140K Hold
11,481
– – 0.01% 681
2023
Q2 		$161K Hold
11,481
– – 0.01% 707
2023
Q1 		$171K Hold
11,481
– – 0.01% 702
2022
Q4 		$166K Hold
11,481
– – 0.02% 655
2022
Q3 		$173K Hold
11,481
– – 0.01% 656
2022
Q2 		$200K Hold
11,481
– – 0.01% 681
2022
Q1 		$201K Hold
11,481
– – 0.01% 783
2021
Q4 		$216K Hold
11,481
– – 0.01% 756
2021
Q3 		$202K Hold
11,481
– – 0.01% 772
2021
Q2 		$212K Hold
11,481
– – 0.01% 773
2021
Q1 		$203K Hold
11,481
– – 0.01% 772
2020
Q4 		$204K Hold
11,481
– – 0.01% 683
2020
Q3 		$206K Hold
11,481
– – 0.01% 685
2020
Q2 		$201K Buy
+11,481
New +$187K 0.01% 598
2017
Q1 		– Sell
-12,000
Closed -$228K – 945
2016
Q4 		$228K Buy
+12,000
New +$227K 0.02% 766

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

Shelton Capital Management's DOC Position: Q1 2024 in Review

Shelton Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 10,286 shares — an estimated $137K sold.

Shelton Capital Management first reported a position in DOC in Q4 2016 and held it in 16 quarters. The position peaked at $228K in Q4 2016. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Shelton Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Shelton Capital Management sold 10,286 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $137K.
  • Shelton Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2016 and held it in 16 quarters.
  • Shelton Capital Management's PHYSICIANS REALTY TRUST position peaked at $228K in Q4 2016.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Shelton Capital Management's 13F filing for Q1 2024, filed 15 May 2024.