Annex Advisory Services
DOC icon

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

Annex Advisory Services’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
-165,376
Closed -$2.2M – 313
2023
Q4 		$2.2M Sell
165,376
-967
-0.6% -$11.5K 0.09% 101
2023
Q3 		$2.03M Buy
166,343
+1,448
+0.9% +$20K 0.12% 89
2023
Q2 		$2.31M Buy
164,895
+15
+0% +$213 0.13% 89
2023
Q1 		$2.46M Buy
164,880
+43,824
+36% +$661K 0.13% 82
2022
Q4 		$1.75M Buy
121,056
+14
+0% +$203 0.1% 98
2022
Q3 		$1.82M Sell
121,042
-515
-0.4% -$8.69K 0.12% 93
2022
Q2 		$2.12M Sell
121,557
-3,989
-3% -$70.4K 0.15% 90
2022
Q1 		$2.2M Buy
125,546
+19,021
+18% +$334K 0.16% 89
2021
Q4 		$2.01M Buy
+106,525
New +$1.96M 0.14% 85

Other funds holding DOC

CIBC World Markets
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
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Vinva Investment Management
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
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Annex Advisory Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 165,376 shares — an estimated $2.2M sold.

Annex Advisory Services first reported a position in DOC in Q4 2021 and held it in 9 quarters. The position peaked at $2.46M in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Annex Advisory Services reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Annex Advisory Services sold 165,376 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.2M.
  • Annex Advisory Services first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 9 quarters.
  • Annex Advisory Services's PHYSICIANS REALTY TRUST position peaked at $2.46M in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Annex Advisory Services's 13F filing for Q1 2024, filed 12 Apr 2024.