SFM
DOC

Systematic Financial Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Systematic Financial Management’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
-1,910,031
Closed -$25.4M – 256
2023
Q4 		$25.4M Buy
1,910,031
+10,097
+0.5% +$120K 0.75% 50
2023
Q3 		$23.2M Buy
1,899,934
+34,204
+2% +$473K 0.75% 51
2023
Q2 		$26.1M Buy
1,865,730
+175,033
+10% +$2.49M 0.82% 39
2023
Q1 		$25.2M Sell
1,690,697
-3,009
-0.2% -$45.4K 0.83% 35
2022
Q4 		$24.5M Buy
1,693,706
+86,966
+5% +$1.26M 0.8% 40
2022
Q3 		$24.2M Buy
1,606,740
+14,075
+0.9% +$238K 0.88% 28
2022
Q2 		$27.8M Sell
1,592,665
-40,580
-2% -$716K 0.97% 21
2022
Q1 		$28.6M Sell
1,633,245
-8,549
-0.5% -$150K 0.89% 32
2021
Q4 		$30.9M Sell
1,641,794
-71,176
-4% -$1.31M 0.92% 27
2021
Q3 		$30.2M Buy
1,712,970
+76,982
+5% +$1.42M 0.93% 28
2021
Q2 		$30.2M Buy
1,635,988
+258,682
+19% +$4.81M 0.91% 28
2021
Q1 		$24.3M Buy
1,377,306
+132,839
+11% +$2.36M 0.89% 30
2020
Q4 		$22.2M Buy
1,244,467
+107,806
+9% +$1.93M 0.97% 23
2020
Q3 		$20.4M Sell
1,136,661
-69,447
-6% -$1.24M 1.11% 13
2020
Q2 		$21.1M Buy
1,206,108
+14,257
+1% +$233K 1.1% 14
2020
Q1 		$16.6M Buy
1,191,851
+39,693
+3% +$730K 1.02% 20
2019
Q4 		$21.8M Buy
1,152,158
+68,586
+6% +$1.26M 0.85% 30
2019
Q3 		$19.2M Buy
1,083,572
+29,724
+3% +$516K 0.86% 26
2019
Q2 		$18.4M Sell
1,053,848
-30,505
-3% -$555K 0.71% 35
2019
Q1 		$20.4M Buy
1,084,353
+17,437
+2% +$311K 0.7% 25
2018
Q4 		$17.1M Buy
1,066,916
+96,747
+10% +$1.62M 0.53% 48
2018
Q3 		$16.4M Buy
970,169
+44,167
+5% +$732K 0.39% 82
2018
Q2 		$14.8M Buy
926,002
+198,911
+27% +$3.01M 0.36% 102
2018
Q1 		$11.3M Buy
727,091
+31,043
+4% +$487K 0.25% 152
2017
Q4 		$12.5M Sell
696,048
-15,894
-2% -$285K 0.25% 138
2017
Q3 		$12.6M Buy
711,942
+8,318
+1% +$154K 0.26% 125
2017
Q2 		$14.2M Sell
703,624
-39,823
-5% -$808K 0.26% 118
2017
Q1 		$14.8M Sell
743,447
-36,012
-5% -$688K 0.26% 111
2016
Q4 		$14.8M Sell
779,459
-431,329
-36% -$8.17M 0.23% 133
2016
Q3 		$26.1M Sell
1,210,788
-974,096
-45% -$20.6M 0.37% 77
2016
Q2 		$45.9M Sell
2,184,884
-186,785
-8% -$3.58M 0.63% 47
2016
Q1 		$44.1M Sell
2,371,669
-538,345
-18% -$9.28M 0.55% 56
2015
Q4 		$49.1M Buy
2,910,014
+491,986
+20% +$7.83M 0.54% 57
2015
Q3 		$36.5M Buy
2,418,028
+112,500
+5% +$1.73M 0.39% 70
2015
Q2 		$35.4M Buy
2,305,528
+433,260
+23% +$7.18M 0.3% 91
2015
Q1 		$33M Buy
1,872,268
+1,113,013
+147% +$18.8M 0.26% 107
2014
Q4 		$12.6M Sell
759,255
-16,802
-2% -$257K 0.09% 229
2014
Q3 		$10.6M Buy
776,057
+50,165
+7% +$717K 0.08% 267
2014
Q2 		$10.4M Buy
725,892
+496,421
+216% +$6.78M 0.07% 279
2014
Q1 		$3.19M Buy
+229,471
New +$2.98M 0.02% 385

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

Systematic Financial Management's DOC Position: Q1 2024 in Review

Systematic Financial Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,910,031 shares — an estimated $25.4M sold.

Systematic Financial Management first reported a position in DOC in Q1 2014 and held it in 40 quarters. The position peaked at $49.1M in Q4 2015. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Systematic Financial Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Systematic Financial Management sold 1,910,031 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $25.4M.
  • Systematic Financial Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2014 and held it in 40 quarters.
  • Systematic Financial Management's PHYSICIANS REALTY TRUST position peaked at $49.1M in Q4 2015.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Systematic Financial Management's 13F filing for Q1 2024, filed 15 May 2024.