VI
DOC

Vestcor Inc’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Vestcor Inc’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
-23,154
Closed -$308K – 1329
2023
Q4 		$308K Buy
+23,154
New +$275K 0.01% 833
2023
Q1 		– Sell
-17,196
Closed -$249K – 1380
2022
Q4 		$249K Buy
+17,196
New +$250K 0.01% 848
2021
Q2 		– Sell
-70,140
Closed -$1.24M – 1484
2021
Q1 		$1.24M Sell
70,140
-75,821
-52% -$1.35M 0.05% 410
2020
Q4 		$2.6M Buy
145,961
+71,202
+95% +$1.27M 0.11% 230
2020
Q3 		$1.34M Buy
+74,759
New +$1.33M 0.06% 324
2020
Q2 		– Sell
-22,000
Closed -$307K – 989
2020
Q1 		$307K Hold
22,000
– – 0.02% 509
2019
Q4 		$417K Buy
+22,000
New +$403K 0.02% 522

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

Vestcor Inc's DOC Position: Q1 2024 in Review

Vestcor Inc sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 23,154 shares — an estimated $308K sold.

Vestcor Inc first reported a position in DOC in Q4 2019 and held it in 7 quarters. The position peaked at $2.6M in Q4 2020. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Vestcor Inc reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Vestcor Inc sold 23,154 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $308K.
  • Vestcor Inc first reported a position in PHYSICIANS REALTY TRUST in Q4 2019 and held it in 7 quarters.
  • Vestcor Inc's PHYSICIANS REALTY TRUST position peaked at $2.6M in Q4 2020.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Vestcor Inc's 13F filing for Q1 2024, filed 14 May 2024.