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

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 Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

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 Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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.