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
-1,900
Closed -$25K – 10360
2023
Q4 		$25K Hold
1,900
– – ﹤0.01% 6757
2023
Q3 		$23K Sell
1,900
-1,500
-44% -$20.7K ﹤0.01% 6522
2023
Q2 		$47K Sell
3,400
-10,200
-75% -$145K ﹤0.01% 5919
2023
Q1 		$203K Sell
13,600
-7,600
-36% -$115K ﹤0.01% 4304
2022
Q4 		$306K Sell
21,200
-3,500
-14% -$50.8K ﹤0.01% 3720
2022
Q3 		$371K Sell
24,700
-9,200
-27% -$155K ﹤0.01% 3825
2022
Q2 		$591K Buy
33,900
+16,900
+99% +$298K ﹤0.01% 3244
2022
Q1 		$298K Sell
17,000
-5,200
-23% -$91.3K ﹤0.01% 4568
2021
Q4 		$418K Sell
22,200
-20,600
-48% -$380K ﹤0.01% 4064
2021
Q3 		$783K Buy
42,800
+100
+0.2% +$1.85K ﹤0.01% 3442
2021
Q2 		$788K Buy
42,700
+42,141
+7,539% +$784K ﹤0.01% 3485
2021
Q1 		$987K Buy
559
+281
+101% +$4.99K ﹤0.01% 2408
2020
Q4 		$494K Buy
278
+195
+235% +$3.49K ﹤0.01% 3448
2020
Q3 		$148K Buy
83
+15
+22% +$267 ﹤0.01% 4477
2020
Q2 		$119K Hold
68
– – ﹤0.01% 4623
2020
Q1 		$94K Buy
68
+37
+119% +$680 ﹤0.01% 4450
2019
Q4 		$58K Buy
31
+28
+933% +$514 ﹤0.01% 5067
2019
Q3 		$5K Sell
3
-6
-67% -$104 ﹤0.01% 6658
2019
Q2 		$15K Sell
9
-16
-64% -$291 ﹤0.01% 5873
2019
Q1 		$47K Buy
+25
New +$445 ﹤0.01% 5064

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.