SS
DOC

Steve Schonfeld’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Steve Schonfeld’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
-10,700
Closed -$142K – 2545
2023
Q4 		$142K Sell
10,700
-1,206
-10% -$14.3K ﹤0.01% 1581
2023
Q3 		$145K Buy
+11,906
New +$165K ﹤0.01% 1460
2023
Q2 		– Sell
-50,168
Closed -$749K – 2732
2023
Q1 		$749K Buy
50,168
+25,440
+103% +$384K 0.01% 1043
2022
Q4 		$358K Buy
24,728
+2,928
+13% +$42.5K ﹤0.01% 1712
2022
Q3 		$329K Buy
+21,800
New +$368K ﹤0.01% 2025
2020
Q2 		– Sell
-42,100
Closed -$587K – 1684
2020
Q1 		$587K Buy
+42,100
New +$774K 0.04% 529
2018
Q1 		– Sell
-98,500
Closed -$1.77M – 1095
2017
Q4 		$1.77M Sell
98,500
-116,252
-54% -$2.08M 0.15% 199
2017
Q3 		$3.81M Sell
214,752
-324,512
-60% -$5.99M 0.35% 92
2017
Q2 		$10.9M Buy
+539,264
New +$10.9M 1.12% 8

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 $604M AUM 64.38% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 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 $20.6B AUM 34.61% 1-Year Est. Return

Steve Schonfeld's DOC Position: Q1 2024 in Review

Steve Schonfeld sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 10,700 shares — an estimated $142K sold.

Steve Schonfeld first reported a position in DOC in Q2 2017 and held it in 9 quarters. The position peaked at $10.9M in Q2 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Steve Schonfeld reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Steve Schonfeld sold 10,700 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $142K.
  • Steve Schonfeld first reported a position in PHYSICIANS REALTY TRUST in Q2 2017 and held it in 9 quarters.
  • Steve Schonfeld's PHYSICIANS REALTY TRUST position peaked at $10.9M in Q2 2017.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2024, filed 15 May 2024.