X
DOC

Xponance’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Xponance’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
-34,238
Closed -$456K – 1336
2023
Q4 		$456K Buy
34,238
+177
+0.5% +$2.1K 0.01% 961
2023
Q3 		$415K Sell
34,061
-778
-2% -$10.8K 0.01% 954
2023
Q2 		$487K Sell
34,839
-797
-2% -$11.3K 0.01% 919
2023
Q1 		$532K Buy
35,636
+283
+0.8% +$4.27K 0.01% 899
2022
Q4 		$512K Buy
35,353
+346
+1% +$5.03K 0.01% 892
2022
Q3 		$527K Buy
35,007
+178
+0.5% +$3K 0.01% 828
2022
Q2 		$608K Buy
34,829
+2,552
+8% +$45.1K 0.01% 781
2022
Q1 		$566K Sell
32,277
-547
-2% -$9.61K 0.01% 843
2021
Q4 		$618K Buy
32,824
+438
+1% +$8.07K 0.01% 817
2021
Q3 		$571K Sell
32,386
-1,536
-5% -$28.4K 0.01% 826
2021
Q2 		$627K Buy
33,922
+10,669
+46% +$198K 0.01% 806
2021
Q1 		$411K Sell
23,253
-4,418
-16% -$78.4K 0.01% 862
2020
Q4 		$493K Sell
27,671
-174
-0.6% -$3.12K 0.01% 750
2020
Q3 		$499K Buy
27,845
+305
+1% +$5.43K 0.01% 640
2020
Q2 		$483K Buy
+27,540
New +$449K 0.01% 625

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

Xponance's DOC Position: Q1 2024 in Review

Xponance sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 34,238 shares — an estimated $456K sold.

Xponance first reported a position in DOC in Q2 2020 and held it in 15 quarters. The position peaked at $627K in Q2 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Xponance reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Xponance sold 34,238 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $456K.
  • Xponance first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and held it in 15 quarters.
  • Xponance's PHYSICIANS REALTY TRUST position peaked at $627K in Q2 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Xponance's 13F filing for Q1 2024, filed 13 May 2024.