SIA
DOC

Sit Investment Associates’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sit Investment Associates’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
-34,911
Closed -$465K – 554
2023
Q4 		$465K Sell
34,911
-32,600
-48% -$387K 0.01% 417
2023
Q3 		$823K Sell
67,511
-29,000
-30% -$401K 0.02% 357
2023
Q2 		$1.35M Hold
96,511
– – 0.04% 332
2023
Q1 		$1.44M Sell
96,511
-2,700
-3% -$40.7K 0.04% 327
2022
Q4 		$1.44M Hold
99,211
– – 0.04% 325
2022
Q3 		$1.49M Sell
99,211
-5,814
-6% -$98.2K 0.04% 305
2022
Q2 		$1.83M Hold
105,025
– – 0.06% 284
2022
Q1 		$1.84M Hold
105,025
– – 0.05% 304
2021
Q4 		$1.98M Buy
105,025
+4,800
+5% +$88.4K 0.05% 310
2021
Q3 		$1.77M Hold
100,225
– – 0.05% 310
2021
Q2 		$1.85M Sell
100,225
-89,186
-47% -$1.66M 0.05% 306
2021
Q1 		$3.35M Sell
189,411
-90,002
-32% -$1.6M 0.09% 255
2020
Q4 		$4.97M Sell
279,413
-44,487
-14% -$796K 0.13% 209
2020
Q3 		$5.8M Buy
323,900
+3,700
+1% +$65.9K 0.17% 175
2020
Q2 		$5.61M Sell
320,200
-284,400
-47% -$4.64M 0.18% 159
2020
Q1 		$8.43M Buy
604,600
+22,550
+4% +$415K 0.32% 95
2019
Q4 		$11M Sell
582,050
-35,205
-6% -$646K 0.31% 97
2019
Q3 		$11M Sell
617,255
-118,442
-16% -$2.06M 0.34% 94
2019
Q2 		$12.8M Buy
735,697
+141,647
+24% +$2.58M 0.4% 72
2019
Q1 		$11.2M Sell
594,050
-162,864
-22% -$2.9M 0.35% 91
2018
Q4 		$12.1M Buy
756,914
+29,014
+4% +$486K 0.39% 80
2018
Q3 		$12.3M Buy
727,900
+103,982
+17% +$1.72M 0.31% 97
2018
Q2 		$9.95M Sell
623,918
-741,482
-54% -$11.2M 0.26% 127
2018
Q1 		$21.3M Sell
1,365,400
-48,975
-3% -$768K 0.52% 59
2017
Q4 		$25.4M Sell
1,414,375
-55,245
-4% -$991K 0.61% 44
2017
Q3 		$26.1M Buy
1,469,620
+71,565
+5% +$1.32M 0.65% 41
2017
Q2 		$28.2M Buy
1,398,055
+281,920
+25% +$5.72M 0.7% 41
2017
Q1 		$22.2M Buy
1,116,135
+1,022,135
+1,087% +$19.5M 0.55% 63
2016
Q4 		$1.78M Buy
94,000
+10,575
+13% +$200K 0.05% 269
2016
Q3 		$1.8M Buy
83,425
+5,600
+7% +$118K 0.05% 255
2016
Q2 		$1.64M Hold
77,825
– – 0.04% 264
2016
Q1 		$1.45M Hold
77,825
– – 0.03% 281
2015
Q4 		$1.31M Hold
77,825
– – 0.02% 292
2015
Q3 		$1.17M Buy
77,825
+1,000
+1% +$15.4K 0.02% 298
2015
Q2 		$1.18M Buy
+76,825
New +$1.27M 0.02% 301

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

Sit Investment Associates's DOC Position: Q1 2024 in Review

Sit Investment Associates sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 34,911 shares — an estimated $465K sold.

Sit Investment Associates first reported a position in DOC in Q2 2015 and held it in 35 quarters. The position peaked at $28.2M in Q2 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Sit Investment Associates reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Sit Investment Associates sold 34,911 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $465K.
  • Sit Investment Associates first reported a position in PHYSICIANS REALTY TRUST in Q2 2015 and held it in 35 quarters.
  • Sit Investment Associates's PHYSICIANS REALTY TRUST position peaked at $28.2M in Q2 2017.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Sit Investment Associates's 13F filing for Q1 2024, filed 14 May 2024.