YCM
DOC

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

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

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.