Stifel Financial
DOC

Stifel Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Stifel Financial’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
-227,120
Closed -$3.02M – 3467
2023
Q4 		$3.02M Sell
227,120
-22,020
-9% -$262K ﹤0.01% 1400
2023
Q3 		$3.04M Buy
249,140
+6,003
+2% +$83K ﹤0.01% 1322
2023
Q2 		$3.4M Buy
243,137
+11,546
+5% +$164K ﹤0.01% 1281
2023
Q1 		$3.46M Buy
231,591
+6,483
+3% +$97.8K 0.01% 1245
2022
Q4 		$3.26M Sell
225,108
-28,866
-11% -$419K ﹤0.01% 1216
2022
Q3 		$3.82M Buy
253,974
+38,817
+18% +$655K 0.01% 1073
2022
Q2 		$3.75M Buy
215,157
+8,102
+4% +$143K 0.01% 1114
2022
Q1 		$3.63M Sell
207,055
-26,940
-12% -$473K 0.01% 1229
2021
Q4 		$4.41M Sell
233,995
-30,254
-11% -$557K 0.01% 1146
2021
Q3 		$4.66M Buy
264,249
+3,280
+1% +$60.7K 0.01% 1053
2021
Q2 		$4.82M Buy
260,969
+25,664
+11% +$477K 0.01% 1038
2021
Q1 		$4.16M Buy
235,305
+25,700
+12% +$456K 0.01% 1059
2020
Q4 		$3.73M Buy
209,605
+5,696
+3% +$102K 0.01% 1017
2020
Q3 		$3.65M Buy
203,909
+13,452
+7% +$240K 0.01% 909
2020
Q2 		$3.34M Buy
190,457
+22,730
+14% +$371K 0.01% 911
2020
Q1 		$2.35M Sell
167,727
-4,801
-3% -$88.3K 0.01% 969
2019
Q4 		$3.27M Sell
172,528
-18,198
-10% -$334K 0.01% 1054
2019
Q3 		$3.39M Buy
190,726
+14,471
+8% +$251K 0.01% 1008
2019
Q2 		$3.06M Sell
176,255
-14,819
-8% -$270K 0.01% 1068
2019
Q1 		$3.6M Sell
191,074
-24,176
-11% -$431K 0.01% 961
2018
Q4 		$3.46M Sell
215,250
-72,301
-25% -$1.21M 0.01% 919
2018
Q3 		$4.84M Buy
287,551
+10,528
+4% +$175K 0.01% 858
2018
Q2 		$4.42M Sell
277,023
-10,746
-4% -$162K 0.01% 869
2018
Q1 		$4.49M Sell
287,769
-64,074
-18% -$1M 0.01% 833
2017
Q4 		$6.33M Buy
351,843
+29,136
+9% +$522K 0.02% 681
2017
Q3 		$5.74M Buy
322,707
+164,350
+104% +$3.03M 0.02% 682
2017
Q2 		$3.17M Buy
158,357
+39,596
+33% +$804K 0.01% 899
2017
Q1 		$2.37M Sell
118,761
-1,409
-1% -$26.9K 0.01% 1015
2016
Q4 		$2.28M Buy
120,170
+61,044
+103% +$1.16M 0.01% 984
2016
Q3 		$1.27M Buy
59,126
+2,093
+4% +$44.3K 0.01% 1208
2016
Q2 		$1.2M Sell
57,033
-2,396
-4% -$45.9K 0.01% 1239
2016
Q1 		$1.1M Buy
59,429
+44,354
+294% +$765K 0.01% 1187
2015
Q4 		$254K Buy
+15,075
New +$240K ﹤0.01% 2000

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

Stifel Financial's DOC Position: Q1 2024 in Review

Stifel Financial sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 227,120 shares — an estimated $3.02M sold.

Stifel Financial first reported a position in DOC in Q4 2015 and held it in 33 quarters. The position peaked at $6.33M in Q4 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Stifel Financial reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 227,120 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $3.02M.
  • Stifel Financial first reported a position in PHYSICIANS REALTY TRUST in Q4 2015 and held it in 33 quarters.
  • Stifel Financial's PHYSICIANS REALTY TRUST position peaked at $6.33M in Q4 2017.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.