ASN
DOC

Advisory Services Network’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Advisory Services Network’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
-1,119
Closed -$14.9K – 3909
2023
Q4 		$14.9K Buy
+1,119
New +$13.3K ﹤0.01% 2676
2023
Q2 		– Sell
-1,930
Closed -$28.8K – 4004
2023
Q1 		$28.8K Sell
1,930
-511
-21% -$7.71K ﹤0.01% 2322
2022
Q4 		$35.3K Buy
+2,441
New +$35.5K ﹤0.01% 2159
2021
Q3 		– Sell
-4,339
Closed -$80K – 3705
2021
Q2 		$80K Buy
+4,339
New +$80.7K ﹤0.01% 1740
2021
Q1 		– Sell
-3,760
Closed -$67K – 3386
2020
Q4 		$67K Sell
3,760
-545
-13% -$9.76K ﹤0.01% 1529
2020
Q3 		$77K Buy
+4,305
New +$76.7K ﹤0.01% 1368
2020
Q2 		– Sell
-4,093
Closed -$58K – 3181
2020
Q1 		$58K Buy
4,093
+208
+5% +$3.82K ﹤0.01% 1317
2019
Q4 		$74K Buy
3,885
+828
+27% +$15.2K ﹤0.01% 1309
2019
Q3 		$53K Hold
3,057
– – ﹤0.01% 1338
2019
Q2 		$53K Sell
3,057
-67
-2% -$1.22K ﹤0.01% 1336
2019
Q1 		$59K Buy
3,124
+602
+24% +$10.7K ﹤0.01% 1189
2018
Q4 		$41K Buy
2,522
+340
+16% +$5.7K ﹤0.01% 1223
2018
Q3 		$37K Buy
2,182
+1,000
+85% +$16.6K ﹤0.01% 1348
2018
Q2 		$19K Buy
1,182
+500
+73% +$7.56K ﹤0.01% 1574
2018
Q1 		$11K Hold
682
– – ﹤0.01% 1855
2017
Q4 		$12K Hold
682
– – ﹤0.01% 1783
2017
Q3 		$12K Hold
682
– – ﹤0.01% 1567
2017
Q2 		$14K Buy
682
+500
+275% +$10.2K ﹤0.01% 1472
2017
Q1 		$4K Buy
+182
New +$3.48K ﹤0.01% 1854
2016
Q3 		$3K Buy
+123
New +$2.6K ﹤0.01% 1751

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

Advisory Services Network's DOC Position: Q1 2024 in Review

Advisory Services Network sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,119 shares — an estimated $14.9K sold.

Advisory Services Network first reported a position in DOC in Q3 2016 and held it in 20 quarters. The position peaked at $80K in Q2 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Advisory Services Network reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 1,119 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $14.9K.
  • Advisory Services Network first reported a position in PHYSICIANS REALTY TRUST in Q3 2016 and held it in 20 quarters.
  • Advisory Services Network's PHYSICIANS REALTY TRUST position peaked at $80K in Q2 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.