SCA
DOC

Sippican Capital Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sippican Capital Advisors’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
-38,771
Closed -$516K – 120
2023
Q4 		$516K Sell
38,771
-100,161
-72% -$1.19M 0.4% 82
2023
Q3 		$1.69M Buy
138,932
+10,810
+8% +$149K 1.53% 24
2023
Q2 		$1.79M Buy
128,122
+10,612
+9% +$151K 1.65% 16
2023
Q1 		$1.75M Buy
117,510
+11,190
+11% +$169K 1.68% 17
2022
Q4 		$1.54M Buy
106,320
+7,295
+7% +$106K 1.47% 21
2022
Q3 		$1.49M Buy
99,025
+1,965
+2% +$33.2K 1.55% 22
2022
Q2 		$1.69M Buy
97,060
+2,400
+3% +$42.4K 1.68% 17
2022
Q1 		$1.66M Buy
94,660
+27,607
+41% +$485K 1.38% 26
2021
Q4 		$1.26M Buy
67,053
+27,178
+68% +$501K 1.07% 37
2021
Q3 		$703K Buy
39,875
+4,988
+14% +$92.2K 0.61% 64
2021
Q2 		$644K Sell
34,887
-475
-1% -$8.84K 0.56% 66
2021
Q1 		$625K Sell
35,362
-1,400
-4% -$24.8K 0.58% 64
2020
Q4 		$654K Sell
36,762
-2,425
-6% -$43.4K 0.71% 57
2020
Q3 		$702K Buy
39,187
+1,000
+3% +$17.8K 0.87% 49
2020
Q2 		$669K Buy
38,187
+5,701
+18% +$93K 0.9% 48
2020
Q1 		$453K Buy
32,486
+17,613
+118% +$324K 0.74% 54
2019
Q4 		$282K Sell
14,873
-2
-0% -$37 0.31% 87
2019
Q3 		$264K Sell
14,875
-300
-2% -$5.21K 0.32% 89
2019
Q2 		$265K Hold
15,175
– – 0.31% 91
2019
Q1 		$285K Buy
15,175
+175
+1% +$3.12K 0.34% 85
2018
Q4 		$240K Sell
15,000
-575
-4% -$9.63K 0.32% 88
2018
Q3 		$264K Buy
15,575
+575
+4% +$9.53K 0.31% 90
2018
Q2 		$239K Buy
+15,000
New +$227K 0.24% 96

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sippican Capital Advisors's DOC Position: Q1 2024 in Review

Sippican Capital Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 38,771 shares — an estimated $516K sold.

Sippican Capital Advisors first reported a position in DOC in Q2 2018 and held it in 23 quarters. The position peaked at $1.79M in Q2 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Sippican Capital Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Sippican Capital Advisors sold 38,771 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $516K.
  • Sippican Capital Advisors first reported a position in PHYSICIANS REALTY TRUST in Q2 2018 and held it in 23 quarters.
  • Sippican Capital Advisors's PHYSICIANS REALTY TRUST position peaked at $1.79M in Q2 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Sippican Capital Advisors's 13F filing for Q1 2024, filed 2 May 2024.