AWA
DOC

Arete Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Arete Wealth Advisors’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
-12,200
Closed -$162K – 778
2023
Q4 		$162K Sell
12,200
-308
-2% -$3.66K 0.01% 690
2023
Q3 		$152K Sell
12,508
-500
-4% -$6.91K 0.03% 451
2023
Q2 		$182K Sell
13,008
-1,798
-12% -$25.5K 0.02% 605
2023
Q1 		$221K Buy
14,806
+800
+6% +$12.1K 0.02% 559
2022
Q4 		$203K Buy
+14,006
New +$203K 0.02% 555
2018
Q3 		– Sell
-21,850
Closed -$348K – 409
2018
Q2 		$348K Buy
21,850
+5,500
+34% +$83.2K 0.08% 247
2018
Q1 		$255K Buy
16,350
+2,950
+22% +$46.3K 0.08% 268
2017
Q4 		$241K Sell
13,400
-1,000
-7% -$17.9K 0.08% 267
2017
Q3 		$255K Buy
+14,400
New +$266K 0.1% 221

Other funds holding DOC

CWM
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
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
VIM
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 $1.87B AUM 37.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Arete Wealth Advisors's DOC Position: Q1 2024 in Review

Arete Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 12,200 shares — an estimated $162K sold.

Arete Wealth Advisors first reported a position in DOC in Q3 2017 and held it in 9 quarters. The position peaked at $348K in Q2 2018. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Arete Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 12,200 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $162K.
  • Arete Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2017 and held it in 9 quarters.
  • Arete Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $348K in Q2 2018.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.