Simplex Trading
DOC

Simplex Trading’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Simplex Trading’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
-525
Closed -$6.24K – 10328
2023
Q3 		$6K Buy
+525
New +$7.26K ﹤0.01% 7604
2023
Q1 		– Sell
-2,477
Closed -$37.4K – 10794
2022
Q4 		$35K Sell
2,477
-5,749
-70% -$83.5K ﹤0.01% 6293
2022
Q3 		$123K Buy
8,226
+875
+12% +$14.8K ﹤0.01% 5240
2022
Q2 		$128K Buy
+7,351
New +$130K ﹤0.01% 5231
2022
Q1 		– Sell
-23,322
Closed -$410K – 12023
2021
Q4 		$439K Buy
23,322
+19,571
+522% +$361K ﹤0.01% 3998
2021
Q3 		$68K Buy
3,751
+2
+0.1% +$37 ﹤0.01% 7136
2021
Q2 		$69K Sell
3,749
-10,405
-74% -$194K ﹤0.01% 7245
2021
Q1 		$250K Sell
14,154
-7,236
-34% -$128K ﹤0.01% 4403
2020
Q4 		$380K Buy
+21,390
New +$383K ﹤0.01% 3791
2020
Q2 		– Sell
-2,580
Closed -$42.1K – 8905
2020
Q1 		$35K Buy
2,580
+2,460
+2,050% +$45.2K ﹤0.01% 5506
2019
Q4 		$2K Buy
+120
New +$2.2K ﹤0.01% 7050

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

Simplex Trading's DOC Position: Q4 2023 in Review

Simplex Trading sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 525 shares — an estimated $6.24K sold.

Simplex Trading first reported a position in DOC in Q4 2019 and held it in 11 quarters. The position peaked at $439K in Q4 2021. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Simplex Trading reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • Simplex Trading sold 525 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $6.24K.
  • Simplex Trading first reported a position in PHYSICIANS REALTY TRUST in Q4 2019 and held it in 11 quarters.
  • Simplex Trading's PHYSICIANS REALTY TRUST position peaked at $439K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Simplex Trading's 13F filing for Q4 2023, filed 2 Feb 2024.