BTI
DOC

Blue Trust Inc’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Blue Trust Inc’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
-832
Closed -$10K – 2839
2023
Q4 		$10K Buy
832
+388
+87% +$4.61K ﹤0.01% 1605
2023
Q3 		$6K Buy
+444
New +$6.14K ﹤0.01% 1616
2023
Q2 		– Sell
-2,448
Closed -$35K – 2681
2023
Q1 		$35K Buy
2,448
+635
+35% +$9.58K ﹤0.01% 1181
2022
Q4 		$27K Buy
1,813
+800
+79% +$11.6K ﹤0.01% 1184
2022
Q3 		$17K Buy
1,013
+281
+38% +$4.74K ﹤0.01% 1163
2022
Q2 		$13K Buy
+732
New +$12.9K ﹤0.01% 1126

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

Blue Trust Inc's DOC Position: Q1 2024 in Review

Blue Trust Inc sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 832 shares — an estimated $10K sold.

Blue Trust Inc first reported a position in DOC in Q2 2022 and held it in 6 quarters. The position peaked at $35K in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Blue Trust Inc reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 832 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $10K.
  • Blue Trust Inc first reported a position in PHYSICIANS REALTY TRUST in Q2 2022 and held it in 6 quarters.
  • Blue Trust Inc's PHYSICIANS REALTY TRUST position peaked at $35K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.