SRC
DOC

Shufro Rose & Co’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Shufro Rose & Co’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
-60,700
Closed -$740K – 344
2023
Q4 		$740K Hold
60,700
– – 0.07% 128
2023
Q3 		$740K Hold
60,700
– – 0.07% 127
2023
Q2 		$849K Sell
60,700
-2,250
-4% -$32K 0.08% 122
2023
Q1 		$940K Buy
62,950
+750
+1% +$11.3K 0.09% 120
2022
Q4 		$900K Sell
62,200
-7,600
-11% -$110K 0.08% 123
2022
Q3 		$1.05M Hold
69,800
– – 0.1% 106
2022
Q2 		$1.22M Hold
69,800
– – 0.11% 99
2022
Q1 		$1.22M Buy
69,800
+17,100
+32% +$300K 0.09% 108
2021
Q4 		$992K Buy
+52,700
New +$971K 0.07% 125

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

Shufro Rose & Co's DOC Position: Q1 2024 in Review

Shufro Rose & Co sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 60,700 shares — an estimated $740K sold.

Shufro Rose & Co first reported a position in DOC in Q4 2021 and held it in 9 quarters. The position peaked at $1.22M in Q1 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Shufro Rose & Co reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Shufro Rose & Co sold 60,700 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $740K.
  • Shufro Rose & Co first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 9 quarters.
  • Shufro Rose & Co's PHYSICIANS REALTY TRUST position peaked at $1.22M in Q1 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Shufro Rose & Co's 13F filing for Q1 2024, filed 8 May 2024.