BFEC
DOC

Benjamin F. Edwards & Company’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Benjamin F. Edwards & Company’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
-500
Closed -$7K – 2298
2023
Q4 		$7K Hold
500
– – ﹤0.01% 1790
2023
Q3 		$6K Hold
500
– – ﹤0.01% 1536
2023
Q2 		$7K Hold
500
– – ﹤0.01% 1488
2023
Q1 		$7K Hold
500
– – ﹤0.01% 1483
2022
Q4 		$7K Hold
500
– – ﹤0.01% 1518
2022
Q3 		$8K Buy
+500
New +$8.44K ﹤0.01% 1450
2020
Q4 		– Sell
-3,531
Closed -$63K – 1794
2020
Q3 		$63K Hold
3,531
– – ﹤0.01% 841
2020
Q2 		$62K Hold
3,531
– – ﹤0.01% 843
2020
Q1 		$49K Hold
3,531
– – ﹤0.01% 853
2019
Q4 		$67K Hold
3,531
– – ﹤0.01% 904
2019
Q3 		$63K Hold
3,531
– – ﹤0.01% 864
2019
Q2 		$62K Hold
3,531
– – 0.01% 844
2019
Q1 		$66K Hold
3,531
– – 0.01% 802
2018
Q4 		$57K Hold
3,531
– – 0.01% 797
2018
Q3 		$60K Buy
3,531
+250
+8% +$4.14K 0.01% 809
2018
Q2 		$52K Buy
3,281
+2,031
+162% +$30.7K 0.01% 842
2018
Q1 		$19K Hold
1,250
– – ﹤0.01% 1092
2017
Q4 		$22K Hold
1,250
– – ﹤0.01% 1004
2017
Q3 		$22K Buy
1,250
+250
+25% +$4.61K ﹤0.01% 968
2017
Q2 		$20K Sell
1,000
-700
-41% -$14.2K ﹤0.01% 911
2017
Q1 		$34K Hold
1,700
– – 0.01% 760
2016
Q4 		$32K Hold
1,700
– – 0.01% 714
2016
Q3 		$37K Hold
1,700
– – 0.01% 601
2016
Q2 		$36K Hold
1,700
– – 0.01% 582
2016
Q1 		$32K Hold
1,700
– – 0.01% 594
2015
Q4 		$29K Hold
1,700
– – 0.01% 621
2015
Q3 		$26K Hold
1,700
– – 0.01% 654
2015
Q2 		$26K Hold
1,700
– – 0.01% 730
2015
Q1 		$30K Hold
1,700
– – 0.01% 672
2014
Q4 		$28K Buy
1,700
+1,350
+386% +$20.6K 0.01% 609
2014
Q3 		$5K Buy
+350
New +$5K ﹤0.01% 875

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

Benjamin F. Edwards & Company's DOC Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 500 shares — an estimated $7K sold.

Benjamin F. Edwards & Company first reported a position in DOC in Q3 2014 and held it in 31 quarters. The position peaked at $67K in Q4 2019. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Benjamin F. Edwards & Company reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 500 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $7K.
  • Benjamin F. Edwards & Company first reported a position in PHYSICIANS REALTY TRUST in Q3 2014 and held it in 31 quarters.
  • Benjamin F. Edwards & Company's PHYSICIANS REALTY TRUST position peaked at $67K in Q4 2019.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.