SIC
DOC

SJS Investment Consulting’s PHYSICIANS REALTY TRUST DOC Stock Holding History

SJS Investment Consulting’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
-158
Closed -$2.11K – 1699
2023
Q4 		$2.11K Buy
158
+3
+2% +$36 ﹤0.01% 643
2023
Q3 		$1.89K Buy
155
+2
+1% +$28 ﹤0.01% 658
2023
Q2 		$2.14K Buy
153
+2
+1% +$28 ﹤0.01% 582
2023
Q1 		$2.25K Buy
151
+3
+2% +$45 ﹤0.01% 564
2022
Q4 		$2.15K Buy
148
+2
+1% +$29 ﹤0.01% 600
2022
Q3 		$2K Buy
+146
New +$2.46K ﹤0.01% 575
2022
Q1 		$2K Buy
142
+2
+1% +$35 ﹤0.01% 535
2021
Q4 		$3K Buy
+140
New +$2.58K ﹤0.01% 466

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

SJS Investment Consulting's DOC Position: Q1 2024 in Review

SJS Investment Consulting sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 158 shares — an estimated $2.11K sold.

SJS Investment Consulting first reported a position in DOC in Q4 2021 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • SJS Investment Consulting reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 158 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.11K.
  • SJS Investment Consulting first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 8 quarters.
  • SJS Investment Consulting's PHYSICIANS REALTY TRUST position peaked at $3K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on SJS Investment Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.