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
2024
Q1 		– Sell
-9,600
Closed -$127K – 10359
2023
Q4 		$127K Sell
9,600
-1,300
-12% -$15.4K ﹤0.01% 5138
2023
Q3 		$132K Sell
10,900
-20,000
-65% -$276K ﹤0.01% 4811
2023
Q2 		$432K Sell
30,900
-5,200
-14% -$73.9K ﹤0.01% 3461
2023
Q1 		$538K Sell
36,100
-2,800
-7% -$42.2K ﹤0.01% 3188
2022
Q4 		$562K Sell
38,900
-21,100
-35% -$306K ﹤0.01% 3044
2022
Q3 		$902K Buy
60,000
+9,200
+18% +$155K ﹤0.01% 2769
2022
Q2 		$886K Buy
50,800
+17,300
+52% +$305K ﹤0.01% 2761
2022
Q1 		$587K Buy
33,500
+9,000
+37% +$158K ﹤0.01% 3634
2021
Q4 		$461K Sell
24,500
-1,900
-7% -$35K ﹤0.01% 3930
2021
Q3 		$483K Sell
26,400
-300
-1% -$5.55K ﹤0.01% 4159
2021
Q2 		$493K Buy
26,700
+26,473
+11,662% +$492K ﹤0.01% 4196
2021
Q1 		$401K Sell
227
-106
-32% -$1.88K ﹤0.01% 3698
2020
Q4 		$592K Buy
333
+107
+47% +$1.92K ﹤0.01% 3202
2020
Q3 		$404K Sell
226
-28
-11% -$499 ﹤0.01% 3253
2020
Q2 		$445K Buy
254
+149
+142% +$2.43K ﹤0.01% 3043
2020
Q1 		$146K Buy
105
+84
+400% +$1.54K ﹤0.01% 3957
2019
Q4 		$39K Sell
21
-69
-77% -$1.26K ﹤0.01% 5439
2019
Q3 		$159K Sell
90
-2
-2% -$35 ﹤0.01% 3817
2019
Q2 		$160K Sell
92
-1
-1% -$18 ﹤0.01% 3699
2019
Q1 		$174K Buy
93
+21
+29% +$374 ﹤0.01% 3762
2018
Q4 		$115K Buy
+72
New +$1.21K ﹤0.01% 3735

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.