SOMRS
DOC

State of Michigan Retirement System’s PHYSICIANS REALTY TRUST DOC Stock Holding History

State of Michigan Retirement System’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
-57,220
Closed -$762K – 974
2023
Q4 		$762K Buy
57,220
+200
+0.4% +$2.38K ﹤0.01% 899
2023
Q3 		$695K Sell
57,020
-1,700
-3% -$23.5K ﹤0.01% 900
2023
Q2 		$821K Buy
58,720
+1,000
+2% +$14.2K 0.01% 868
2023
Q1 		$862K Sell
57,720
-400
-0.7% -$6.03K 0.01% 853
2022
Q4 		$841K Buy
58,120
+1,100
+2% +$16K 0.01% 842
2022
Q3 		$858K Sell
57,020
-300
-0.5% -$5.07K 0.01% 813
2022
Q2 		$1M Buy
57,320
+1,400
+3% +$24.7K 0.01% 795
2022
Q1 		$981K Buy
55,920
+53
+0.1% +$931 0.01% 831
2021
Q4 		$1.05M Buy
55,867
+1,400
+3% +$25.8K 0.01% 838
2021
Q3 		$960K Buy
54,467
+200
+0.4% +$3.7K 0.01% 852
2021
Q2 		$1M Sell
54,267
-23,700
-30% -$441K 0.01% 839
2021
Q1 		$1.38M Buy
77,967
+2,100
+3% +$37.3K 0.01% 843
2020
Q4 		$1.35M Buy
75,867
+100
+0.1% +$1.79K 0.01% 787
2020
Q3 		$1.36M Buy
75,767
+2,000
+3% +$35.6K 0.01% 697
2020
Q2 		$1.29M Buy
+73,767
New +$1.2M 0.01% 691

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 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

State of Michigan Retirement System's DOC Position: Q1 2024 in Review

State of Michigan Retirement System sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 57,220 shares — an estimated $762K sold.

State of Michigan Retirement System first reported a position in DOC in Q2 2020 and held it in 15 quarters. The position peaked at $1.38M in Q1 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • State of Michigan Retirement System reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • State of Michigan Retirement System sold 57,220 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $762K.
  • State of Michigan Retirement System first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and held it in 15 quarters.
  • State of Michigan Retirement System's PHYSICIANS REALTY TRUST position peaked at $1.38M in Q1 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on State of Michigan Retirement System's 13F filing for Q1 2024, filed 18 Apr 2024.