S
DOC

SignatureFD’s PHYSICIANS REALTY TRUST DOC Stock Holding History

SignatureFD’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
-13,919
Closed -$185K – 3302
2023
Q4 		$185K Buy
13,919
+10,056
+260% +$119K ﹤0.01% 820
2023
Q3 		$47.1K Buy
3,863
+88
+2% +$1.22K ﹤0.01% 1417
2023
Q2 		$52.8K Buy
3,775
+769
+26% +$10.9K ﹤0.01% 1393
2023
Q1 		$44.9K Buy
3,006
+487
+19% +$7.35K ﹤0.01% 1447
2022
Q4 		$36.5K Buy
2,519
+287
+13% +$4.17K ﹤0.01% 1507
2022
Q3 		$34K Sell
2,232
-182
-8% -$3.07K ﹤0.01% 1485
2022
Q2 		$42K Buy
2,414
+437
+22% +$7.71K ﹤0.01% 1396
2022
Q1 		$35K Sell
1,977
-345
-15% -$6.06K ﹤0.01% 1555
2021
Q4 		$44K Sell
2,322
-2,273
-49% -$41.9K ﹤0.01% 1397
2021
Q3 		$81K Sell
4,595
-54
-1% -$999 ﹤0.01% 1081
2021
Q2 		$86K Buy
4,649
+1,400
+43% +$26K ﹤0.01% 1019
2021
Q1 		$57K Sell
3,249
-130
-4% -$2.31K ﹤0.01% 1133
2020
Q4 		$60K Buy
3,379
+1,678
+99% +$30K ﹤0.01% 998
2020
Q3 		$30K Buy
1,701
+130
+8% +$2.32K ﹤0.01% 1213
2020
Q2 		$28K Buy
1,571
+1,084
+223% +$17.7K ﹤0.01% 1195
2020
Q1 		$7K Buy
487
+389
+397% +$7.15K ﹤0.01% 1608
2019
Q4 		$2K Hold
98
– – ﹤0.01% 1975
2019
Q3 		$2K Sell
98
-64
-40% -$1.11K ﹤0.01% 1902
2019
Q2 		$3K Buy
162
+64
+65% +$1.16K ﹤0.01% 1732
2019
Q1 		$2K Hold
98
– – ﹤0.01% 1828
2018
Q4 		$2K Hold
98
– – ﹤0.01% 1784
2018
Q3 		$2K Buy
98
+38
+63% +$630 ﹤0.01% 1756
2018
Q2 		$1K Buy
+60
New +$907 ﹤0.01% 1896

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

SignatureFD's DOC Position: Q1 2024 in Review

SignatureFD sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 13,919 shares — an estimated $185K sold.

SignatureFD first reported a position in DOC in Q2 2018 and held it in 23 quarters. The position peaked at $185K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • SignatureFD reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • SignatureFD sold 13,919 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $185K.
  • SignatureFD first reported a position in PHYSICIANS REALTY TRUST in Q2 2018 and held it in 23 quarters.
  • SignatureFD's PHYSICIANS REALTY TRUST position peaked at $185K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on SignatureFD's 13F filing for Q1 2024, filed 3 May 2024.