BFG
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Beacon Financial Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Beacon Financial Group’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
-41,313
Closed -$550K – 340
2023
Q4 		$550K Sell
41,313
-6,536
-14% -$77.6K 0.07% 200
2023
Q3 		$666K Buy
47,849
+274
+0.6% +$3.79K 0.09% 161
2023
Q2 		$667K Buy
47,575
+1,290
+3% +$18.3K 0.09% 156
2023
Q1 		$677K Sell
46,285
-10,661
-19% -$161K 0.09% 158
2022
Q4 		$674K Buy
56,946
+6,354
+13% +$92.3K 0.09% 162
2022
Q3 		$751K Sell
50,592
-3,111
-6% -$52.5K 0.12% 151
2022
Q2 		$935K Sell
53,703
-202
-0.4% -$3.57K 0.14% 145
2022
Q1 		$962K Sell
53,905
-1,906
-3% -$33.5K 0.13% 151
2021
Q4 		$1.04M Sell
55,811
-477
-0.8% -$8.79K 0.14% 142
2021
Q3 		$1.02M Sell
56,288
-396
-0.7% -$7.32K 0.14% 135
2021
Q2 		$1.07M Buy
56,684
+8,407
+17% +$156K 0.15% 131
2021
Q1 		$859K Hold
48,277
– – 0.13% 136
2020
Q4 		$859K Buy
+48,277
New +$864K 0.13% 137

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

Beacon Financial Group's DOC Position: Q1 2024 in Review

Beacon Financial Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 41,313 shares — an estimated $550K sold.

Beacon Financial Group first reported a position in DOC in Q4 2020 and held it in 13 quarters. The position peaked at $1.07M in Q2 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Beacon Financial Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Beacon Financial Group sold 41,313 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $550K.
  • Beacon Financial Group first reported a position in PHYSICIANS REALTY TRUST in Q4 2020 and held it in 13 quarters.
  • Beacon Financial Group's PHYSICIANS REALTY TRUST position peaked at $1.07M in Q2 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Beacon Financial Group's 13F filing for Q1 2024, filed 7 May 2024.