AWS
DOC

Atria Wealth Solutions’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Atria Wealth Solutions’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
-58,395
Closed -$777K – 2090
2023
Q4 		$777K Buy
58,395
+2,625
+5% +$31.2K 0.01% 985
2023
Q3 		$680K Buy
55,770
+19,819
+55% +$274K 0.01% 995
2023
Q2 		$503K Buy
35,951
+484
+1% +$6.88K 0.01% 1156
2023
Q1 		$530K Sell
35,467
-22,187
-38% -$335K 0.01% 1099
2022
Q4 		$834K Buy
57,654
+32
+0.1% +$465 0.01% 837
2022
Q3 		$867K Buy
57,622
+1,972
+4% +$33.3K 0.02% 768
2022
Q2 		$971K Buy
55,650
+32,560
+141% +$575K 0.02% 706
2022
Q1 		$410K Buy
+23,090
New +$406K 0.01% 1172

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

Atria Wealth Solutions's DOC Position: Q1 2024 in Review

Atria Wealth Solutions sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 58,395 shares — an estimated $777K sold.

Atria Wealth Solutions first reported a position in DOC in Q1 2022 and held it in 8 quarters. The position peaked at $971K in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Atria Wealth Solutions reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 58,395 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $777K.
  • Atria Wealth Solutions first reported a position in PHYSICIANS REALTY TRUST in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's PHYSICIANS REALTY TRUST position peaked at $971K in Q2 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.