SIMG
DOC

Sonora Investment Management Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sonora Investment Management Group’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
-18,815
Closed -$250K – 299
2023
Q4 		$250K Sell
18,815
-1,465
-7% -$17.4K 0.02% 229
2023
Q3 		$247K Sell
20,280
-1,000
-5% -$13.8K 0.02% 214
2023
Q2 		$298K Sell
21,280
-1,400
-6% -$19.9K 0.02% 209
2023
Q1 		$339K Buy
22,680
+1,291
+6% +$19.5K 0.03% 196
2022
Q4 		$309K Buy
21,389
+9
+0% +$131 0.03% 204
2022
Q3 		$373K Hold
21,380
– – 0.05% 137
2022
Q2 		$373K Hold
21,380
– – 0.04% 170
2022
Q1 		$375K Buy
21,380
+1,800
+9% +$31.6K 0.04% 152
2021
Q4 		$369K Buy
+19,580
New +$361K 0.04% 156

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

Sonora Investment Management Group's DOC Position: Q1 2024 in Review

Sonora Investment Management Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 18,815 shares — an estimated $250K sold.

Sonora Investment Management Group first reported a position in DOC in Q4 2021 and held it in 9 quarters. The position peaked at $375K in Q1 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Sonora Investment Management Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Sonora Investment Management Group sold 18,815 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $250K.
  • Sonora Investment Management Group first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 9 quarters.
  • Sonora Investment Management Group's PHYSICIANS REALTY TRUST position peaked at $375K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Sonora Investment Management Group's 13F filing for Q1 2024, filed 14 May 2024.