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 		$203M 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 $19.9B 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 $1.83B 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