Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Carson Wealth (CWM LLC)’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
-77,209
Closed -$1.03M – 4899
2023
Q4 		$1.03M Sell
77,209
-4,264
-5% -$50.6K 0.01% 797
2023
Q3 		$993K Sell
81,473
-502
-0.6% -$6.94K 0.01% 757
2023
Q2 		$1.15M Sell
81,975
-4,474
-5% -$63.6K 0.01% 670
2023
Q1 		$1.29M Buy
86,449
+7,774
+10% +$117K 0.01% 582
2022
Q4 		$1.14M Buy
78,675
+3,706
+5% +$53.8K 0.01% 577
2022
Q3 		$1.13M Sell
74,969
-2,037
-3% -$34.4K 0.01% 534
2022
Q2 		$1.34M Buy
77,006
+74,796
+3,384% +$1.32M 0.01% 491
2022
Q1 		$39K Buy
2,210
+1,065
+93% +$18.7K ﹤0.01% 1720
2021
Q4 		$22K Buy
+1,145
New +$21.1K ﹤0.01% 1957
2021
Q2 		$20K Hold
1,076
– – ﹤0.01% 1811
2021
Q1 		$20K Hold
1,076
– – ﹤0.01% 1811
2020
Q4 		$20K Hold
1,076
– – ﹤0.01% 1811
2020
Q3 		$20K Hold
1,076
– – ﹤0.01% 1811
2020
Q2 		$20K Hold
1,076
– – ﹤0.01% 1808
2020
Q1 		$20K Hold
1,076
– – ﹤0.01% 1808
2019
Q4 		$20K Hold
1,076
– – ﹤0.01% 1808
2019
Q3 		$20K Hold
1,076
– – ﹤0.01% 1808
2019
Q2 		$20K Hold
1,076
– – ﹤0.01% 1808
2019
Q1 		$20K Buy
+1,076
New +$19.2K ﹤0.01% 1807
2018
Q1 		– Sell
-315
Closed -$6K – 1647
2017
Q4 		$6K Sell
315
-133
-30% -$2.38K ﹤0.01% 1057
2017
Q3 		$8K Buy
+448
New +$8.27K ﹤0.01% 976

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 $2.57B AUM 28.13% 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

Carson Wealth (CWM LLC)'s DOC Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 77,209 shares — an estimated $1.03M sold.

Carson Wealth (CWM LLC) first reported a position in DOC in Q3 2017 and held it in 21 quarters. The position peaked at $1.34M in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 77,209 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.03M.
  • Carson Wealth (CWM LLC) first reported a position in PHYSICIANS REALTY TRUST in Q3 2017 and held it in 21 quarters.
  • Carson Wealth (CWM LLC)'s PHYSICIANS REALTY TRUST position peaked at $1.34M in Q2 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.