Center for Financial Planning’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Center for Financial Planning’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	-540	Closed	-$7.19K	–	622
2023 Q4	$7.19K	Hold	540	–	–	﹤0.01%	403
2023 Q3	$6.58K	Hold	540	–	–	﹤0.01%	397
2023 Q2	$7.55K	Hold	540	–	–	﹤0.01%	415
2023 Q1	$8.06K	Hold	540	–	–	﹤0.01%	382
2022 Q4	$7.81K	Hold	540	–	–	﹤0.01%	381
2022 Q3	$8K	Hold	540	–	–	﹤0.01%	388
2022 Q2	$9K	Hold	540	–	–	﹤0.01%	376
2022 Q1	$9K	Hold	540	–	–	﹤0.01%	392
2021 Q4	$10K	Hold	540	–	–	﹤0.01%	385
2021 Q3	$10K	Hold	540	–	–	﹤0.01%	368
2021 Q2	$10K	Hold	540	–	–	﹤0.01%	371
2021 Q1	$10K	Buy	+540	New	+$9.58K	﹤0.01%	390

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

Center for Financial Planning's DOC Position: Q1 2024 in Review

Center for Financial Planning sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 540 shares — an estimated $7.19K sold.

Center for Financial Planning first reported a position in DOC in Q1 2021 and held it in 12 quarters. The position peaked at $10K in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Center for Financial Planning reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Center for Financial Planning sold 540 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $7.19K.
Center for Financial Planning first reported a position in PHYSICIANS REALTY TRUST in Q1 2021 and held it in 12 quarters.
Center for Financial Planning's PHYSICIANS REALTY TRUST position peaked at $10K in Q4 2021.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Center for Financial Planning's 13F filing for Q1 2024, filed 25 Apr 2024.