Avior Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Avior Wealth Management’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	-535	Closed	-$7.12K	–	3886
2023 Q4	$7.12K	Hold	535	–	–	﹤0.01%	1053
2023 Q3	$6.52K	Hold	535	–	–	﹤0.01%	1117
2023 Q2	$7.48K	Hold	535	–	–	﹤0.01%	1075
2023 Q1	$7.99K	Hold	535	–	–	﹤0.01%	1095
2022 Q4	$7.74K	Hold	535	–	–	﹤0.01%	897
2022 Q3	$8K	Hold	535	–	–	﹤0.01%	889
2022 Q2	$9K	Hold	535	–	–	﹤0.01%	794
2022 Q1	$9K	Hold	535	–	–	﹤0.01%	852
2021 Q4	$10K	Hold	535	–	–	﹤0.01%	814
2021 Q3	$9K	Hold	535	–	–	﹤0.01%	787
2021 Q2	$9K	Hold	535	–	–	﹤0.01%	773
2021 Q1	$9K	Hold	535	–	–	﹤0.01%	783
2020 Q4	$9K	Buy	+535	New	+$9.58K	﹤0.01%	735
2019 Q1	–	Sell	-13,694	Closed	-$219K	–	775
2018 Q4	$219K	Hold	13,694	–	–	0.05%	296
2018 Q3	$231K	Buy	13,694 +729	+6%	+$12.1K	0.05%	314
2018 Q2	$207K	Buy	12,965 +1,722	+15%	+$26K	0.05%	320
2018 Q1	$175K	Buy	11,243 +1,938	+21%	+$30.4K	0.04%	346
2017 Q4	$167K	Buy	+9,305	New	+$167K	0.04%	374

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

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

Avior Wealth Management's DOC Position: Q1 2024 in Review

Avior Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 535 shares — an estimated $7.12K sold.

Avior Wealth Management first reported a position in DOC in Q4 2017 and held it in 18 quarters. The position peaked at $231K in Q3 2018. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Avior Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Avior Wealth Management sold 535 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $7.12K.
Avior Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2017 and held it in 18 quarters.
Avior Wealth Management's PHYSICIANS REALTY TRUST position peaked at $231K in Q3 2018.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Avior Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.