Yousif Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Yousif Capital 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	-100,040	Closed	-$1.33M	–	2014
2023 Q4	$1.33M	Buy	100,040 +255	+0.3%	+$3.03K	0.02%	1067
2023 Q3	$1.22M	Sell	99,785 -5,650	-5%	-$78.1K	0.02%	1038
2023 Q2	$1.48M	Buy	105,435 +280	+0.3%	+$3.98K	0.02%	946
2023 Q1	$1.57M	Sell	105,155 -500	-0.5%	-$7.54K	0.02%	891
2022 Q4	$1.53M	Sell	105,655 -500	-0.5%	-$7.26K	0.02%	924
2022 Q3	$1.6M	Sell	106,155 -10,486	-9%	-$177K	0.02%	893
2022 Q2	$2.04M	Buy	116,641 +9,650	+9%	+$170K	0.03%	807
2022 Q1	$1.88M	Sell	106,991 -1,086	-1%	-$19.1K	0.02%	978
2021 Q4	$2.04M	Buy	+108,077	New	+$1.99M	0.02%	960

Other funds holding DOC

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

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

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 $2.57B AUM 28.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Yousif Capital Management's DOC Position: Q1 2024 in Review

Yousif Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 100,040 shares — an estimated $1.33M sold.

Yousif Capital Management first reported a position in DOC in Q4 2021 and held it in 9 quarters. The position peaked at $2.04M in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Yousif Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Yousif Capital Management sold 100,040 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.33M.
Yousif Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 9 quarters.
Yousif Capital Management's PHYSICIANS REALTY TRUST position peaked at $2.04M in Q2 2022.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Yousif Capital Management's 13F filing for Q1 2024, filed 26 Apr 2024.