CAN
DOC

Cetera Advisor Networks’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Cetera Advisor Networks’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
-24,390
Closed -$325K – 2967
2023
Q4 		$325K Sell
24,390
-1,598
-6% -$19K ﹤0.01% 2190
2023
Q3 		$317K Buy
25,988
+419
+2% +$5.79K ﹤0.01% 2113
2023
Q2 		$358K Sell
25,569
-2,976
-10% -$42.3K ﹤0.01% 1962
2023
Q1 		$426K Buy
28,545
+833
+3% +$12.6K ﹤0.01% 1815
2022
Q4 		$401K Buy
27,712
+2,327
+9% +$33.8K ﹤0.01% 1799
2022
Q3 		$382K Buy
25,385
+3,240
+15% +$54.7K ﹤0.01% 1461
2022
Q2 		$387K Buy
22,145
+3,731
+20% +$65.9K 0.01% 1453
2022
Q1 		$323K Sell
18,414
-2,000
-10% -$35.1K ﹤0.01% 1588
2021
Q4 		$384K Buy
20,414
+2,000
+11% +$36.9K ﹤0.01% 1451
2021
Q3 		$324K Buy
18,414
+2,982
+19% +$55.1K ﹤0.01% 1482
2021
Q2 		$285K Sell
15,432
-3,121
-17% -$58.1K ﹤0.01% 1533
2021
Q1 		$328K Sell
18,553
-74
-0.4% -$1.31K 0.01% 1090
2020
Q4 		$332K Buy
18,627
+4,205
+29% +$75.3K 0.01% 988
2020
Q3 		$258K Sell
14,422
-1,125
-7% -$20K 0.01% 1017
2020
Q2 		$272K Buy
15,547
+58
+0.4% +$946 0.01% 958
2020
Q1 		$216K Sell
15,489
-2,558
-14% -$47K 0.01% 951
2019
Q4 		$342K Buy
18,047
+404
+2% +$7.41K 0.01% 894
2019
Q3 		$311K Buy
17,643
+4,949
+39% +$86K 0.01% 905
2019
Q2 		$219K Sell
12,694
-655
-5% -$11.9K 0.01% 1051
2019
Q1 		$251K Buy
+13,349
New +$238K 0.01% 948

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 $1.87B AUM 37.01% 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

Cetera Advisor Networks's DOC Position: Q1 2024 in Review

Cetera Advisor Networks sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 24,390 shares — an estimated $325K sold.

Cetera Advisor Networks first reported a position in DOC in Q1 2019 and held it in 20 quarters. The position peaked at $426K in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Cetera Advisor Networks reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisor Networks sold 24,390 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $325K.
  • Cetera Advisor Networks first reported a position in PHYSICIANS REALTY TRUST in Q1 2019 and held it in 20 quarters.
  • Cetera Advisor Networks's PHYSICIANS REALTY TRUST position peaked at $426K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.