BIA
DOC

Bell Investment Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Bell Investment 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
-197
Closed -$2.62K – 1965
2023
Q4 		$2.62K Buy
197
+62
+46% +$736 ﹤0.01% 1211
2023
Q3 		$1.65K Sell
135
-59
-30% -$816 ﹤0.01% 1369
2023
Q2 		$2.71K Buy
194
+72
+59% +$1.02K ﹤0.01% 1142
2023
Q1 		$1.82K Hold
122
– – ﹤0.01% 1315
2022
Q4 		$1.76K Sell
122
-32
-21% -$465 ﹤0.01% 1355
2022
Q3 		$2K Buy
154
+32
+26% +$540 ﹤0.01% 1283
2022
Q2 		$2K Buy
+122
New +$2.15K ﹤0.01% 1293
2021
Q4 		$2K Hold
122
– – ﹤0.01% 1302
2021
Q3 		$2K Buy
+122
New +$2.26K ﹤0.01% 1230

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
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

Bell Investment Advisors's DOC Position: Q1 2024 in Review

Bell Investment Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 197 shares — an estimated $2.62K sold.

Bell Investment Advisors first reported a position in DOC in Q3 2021 and held it in 9 quarters. The position peaked at $2.71K in Q2 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Bell Investment Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 197 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.62K.
  • Bell Investment Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2021 and held it in 9 quarters.
  • Bell Investment Advisors's PHYSICIANS REALTY TRUST position peaked at $2.71K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Bell Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.