AF
DOC

Advisornet Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Advisornet Financial’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
-641
Closed -$8.53K – 2572
2023
Q4 		$8.53K Buy
641
+13
+2% +$154 ﹤0.01% 1349
2023
Q3 		$7.66K Buy
628
+9
+1% +$124 ﹤0.01% 1306
2023
Q2 		$8.66K Buy
619
+10
+2% +$142 ﹤0.01% 1365
2023
Q1 		$9.09K Buy
609
+9
+2% +$136 ﹤0.01% 1333
2022
Q4 		$8.68K Buy
600
+9
+2% +$131 ﹤0.01% 1337
2022
Q3 		$9K Buy
591
+8
+1% +$135 ﹤0.01% 1383
2022
Q2 		$10K Buy
+583
New +$10.3K ﹤0.01% 1359
2021
Q4 		– Sell
-843
Closed -$15K – 2212
2021
Q3 		$15K Hold
843
– – ﹤0.01% 1354
2021
Q2 		$16K Hold
843
– – ﹤0.01% 1309
2021
Q1 		$15K Hold
843
– – ﹤0.01% 1279
2020
Q4 		$15K Sell
843
-385
-31% -$6.89K ﹤0.01% 1207
2020
Q3 		$22K Sell
1,228
-67
-5% -$1.19K ﹤0.01% 1084
2020
Q2 		$23K Buy
1,295
+841
+185% +$13.7K ﹤0.01% 1083
2020
Q1 		$6K Hold
454
– – ﹤0.01% 1417
2019
Q4 		$9K Hold
454
– – ﹤0.01% 1423
2019
Q3 		$8K Hold
454
– – ﹤0.01% 1451
2019
Q2 		$8K Hold
454
– – ﹤0.01% 1301
2019
Q1 		$9K Hold
454
– – ﹤0.01% 1220
2018
Q4 		$7K Hold
454
– – ﹤0.01% 1191
2018
Q3 		$8K Buy
+454
New +$7.53K ﹤0.01% 1207

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

Advisornet Financial's DOC Position: Q1 2024 in Review

Advisornet Financial sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 641 shares — an estimated $8.53K sold.

Advisornet Financial first reported a position in DOC in Q3 2018 and held it in 20 quarters. The position peaked at $23K in Q2 2020. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Advisornet Financial reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 641 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $8.53K.
  • Advisornet Financial first reported a position in PHYSICIANS REALTY TRUST in Q3 2018 and held it in 20 quarters.
  • Advisornet Financial's PHYSICIANS REALTY TRUST position peaked at $23K in Q2 2020.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.