CIAS
DOC

Capital Investment Advisory Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Capital Investment Advisory Services’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
-46,684
Closed -$621K – 1048
2023
Q4 		$621K Buy
46,684
+1,184
+3% +$14.1K 0.06% 249
2023
Q3 		$555K Buy
45,500
+15,720
+53% +$217K 0.05% 262
2023
Q2 		$417K Buy
29,780
+12,306
+70% +$175K 0.04% 305
2023
Q1 		$261K Buy
17,474
+1,818
+12% +$27.4K 0.03% 393
2022
Q4 		$227K Buy
15,656
+1,362
+10% +$19.8K 0.03% 429
2022
Q3 		$215K Buy
14,294
+2,705
+23% +$45.7K 0.03% 419
2022
Q2 		$202K Buy
11,589
+2
+0% +$35 0.02% 446
2022
Q1 		$203K Buy
+11,587
New +$204K 0.02% 490

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

Capital Investment Advisory Services's DOC Position: Q1 2024 in Review

Capital Investment Advisory Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 46,684 shares — an estimated $621K sold.

Capital Investment Advisory Services first reported a position in DOC in Q1 2022 and held it in 8 quarters. The position peaked at $621K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Capital Investment Advisory Services reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 46,684 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $621K.
  • Capital Investment Advisory Services first reported a position in PHYSICIANS REALTY TRUST in Q1 2022 and held it in 8 quarters.
  • Capital Investment Advisory Services's PHYSICIANS REALTY TRUST position peaked at $621K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Capital Investment Advisory Services's 13F filing for Q1 2024, filed 25 Apr 2024.