CAPTRUST Financial Advisors
DOC

CAPTRUST Financial Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

CAPTRUST Financial 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
-31,498
Closed -$419K – 2747
2023
Q4 		$419K Sell
31,498
-11,974
-28% -$142K ﹤0.01% 1866
2023
Q3 		$530K Sell
43,472
-3,337
-7% -$46.1K ﹤0.01% 1616
2023
Q2 		$655K Sell
46,809
-2,430
-5% -$34.5K ﹤0.01% 1475
2023
Q1 		$735K Sell
49,239
-24,321
-33% -$367K ﹤0.01% 1200
2022
Q4 		$1.06M Buy
73,560
+49,753
+209% +$723K 0.01% 938
2022
Q3 		$358K Buy
+23,807
New +$402K ﹤0.01% 1428

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

CAPTRUST Financial Advisors's DOC Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 31,498 shares — an estimated $419K sold.

CAPTRUST Financial Advisors first reported a position in DOC in Q3 2022 and held it in 6 quarters. The position peaked at $1.06M in Q4 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 31,498 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $419K.
  • CAPTRUST Financial Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2022 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's PHYSICIANS REALTY TRUST position peaked at $1.06M in Q4 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.