SAM
DOC

Silvercrest Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Silvercrest Asset 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
-83,955
Closed -$1.12M – 926
2023
Q4 		$1.12M Sell
83,955
-16,150
-16% -$192K 0.01% 572
2023
Q3 		$1.22M Sell
100,105
-14,710
-13% -$203K 0.01% 568
2023
Q2 		$1.61M Sell
114,815
-844
-0.7% -$12K 0.01% 517
2023
Q1 		$1.73M Sell
115,659
-464
-0.4% -$7K 0.01% 498
2022
Q4 		$1.68M Sell
116,123
-7,788
-6% -$113K 0.01% 498
2022
Q3 		$1.86M Sell
123,911
-2,838
-2% -$47.9K 0.02% 463
2022
Q2 		$2.21M Sell
126,749
-1,754,654
-93% -$31M 0.02% 459
2022
Q1 		$33M Sell
1,881,403
-395,839
-17% -$6.95M 0.21% 140
2021
Q4 		$42.6M Sell
2,277,242
-789,115
-26% -$14.5M 0.27% 130
2021
Q3 		$54M Sell
3,066,357
-306,677
-9% -$5.67M 0.36% 99
2021
Q2 		$62.3M Sell
3,373,034
-99,485
-3% -$1.85M 0.41% 89
2021
Q1 		$61.4M Sell
3,472,519
-412,355
-11% -$7.32M 0.41% 91
2020
Q4 		$69.2M Sell
3,884,874
-268,643
-6% -$4.81M 0.5% 71
2020
Q3 		$74.4M Sell
4,153,517
-104,898
-2% -$1.87M 0.64% 45
2020
Q2 		$74.6M Buy
4,258,415
+98,413
+2% +$1.6M 0.66% 48
2020
Q1 		$58M Buy
4,160,002
+81,209
+2% +$1.49M 0.62% 55
2019
Q4 		$77.3M Buy
4,078,793
+308,042
+8% +$5.65M 0.6% 55
2019
Q3 		$66.9M Sell
3,770,751
-61,949
-2% -$1.08M 0.55% 66
2019
Q2 		$66.8M Sell
3,832,700
-28,139
-0.7% -$512K 0.63% 57
2019
Q1 		$72.6M Sell
3,860,839
-179,889
-4% -$3.2M 0.71% 49
2018
Q4 		$64.8M Sell
4,040,728
-118,232
-3% -$1.98M 0.71% 47
2018
Q3 		$70.1M Sell
4,158,960
-11,801
-0.3% -$196K 0.64% 58
2018
Q2 		$66.5M Buy
4,170,761
+114,785
+3% +$1.74M 0.62% 53
2018
Q1 		$63.2M Sell
4,055,976
-10,089
-0.2% -$158K 0.62% 61
2017
Q4 		$73.1M Sell
4,066,065
-23,596
-0.6% -$423K 0.68% 52
2017
Q3 		$72.5M Buy
4,089,661
+253,535
+7% +$4.68M 0.72% 48
2017
Q2 		$76.6M Sell
3,836,126
-151,586
-4% -$3.08M 0.82% 31
2017
Q1 		$79.2M Buy
3,987,712
+148,358
+4% +$2.83M 0.85% 33
2016
Q4 		$72.8M Buy
3,839,354
+497,963
+15% +$9.43M 0.82% 38
2016
Q3 		$71.9M Buy
3,341,391
+166,704
+5% +$3.52M 0.86% 32
2016
Q2 		$66.7M Buy
3,174,687
+333,264
+12% +$6.39M 0.85% 30
2016
Q1 		$52.8M Buy
2,841,423
+183,764
+7% +$3.17M 0.73% 51
2015
Q4 		$44.8M Buy
2,657,659
+77,358
+3% +$1.23M 0.62% 62
2015
Q3 		$38.9M Buy
2,580,301
+150,068
+6% +$2.31M 0.59% 69
2015
Q2 		$37.3M Buy
2,430,233
+228,254
+10% +$3.78M 0.5% 78
2015
Q1 		$38.8M Buy
2,201,979
+237,878
+12% +$4.02M 0.55% 70
2014
Q4 		$32.6M Buy
1,964,101
+205,119
+12% +$3.13M 0.47% 80
2014
Q3 		$24.1M Buy
+1,758,982
New +$25.2M 0.37% 93

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

Silvercrest Asset Management's DOC Position: Q1 2024 in Review

Silvercrest Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 83,955 shares — an estimated $1.12M sold.

Silvercrest Asset Management first reported a position in DOC in Q3 2014 and held it in 38 quarters. The position peaked at $79.2M in Q1 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Silvercrest Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Silvercrest Asset Management sold 83,955 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.12M.
  • Silvercrest Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2014 and held it in 38 quarters.
  • Silvercrest Asset Management's PHYSICIANS REALTY TRUST position peaked at $79.2M in Q1 2017.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

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