Commonwealth Equity Services
DOC

Commonwealth Equity Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Commonwealth Equity 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
-48,572
Closed -$647K – 4148
2023
Q4 		$647K Sell
48,572
-3,492
-7% -$41.5K ﹤0.01% 2503
2023
Q3 		$635K Sell
52,064
-343
-0.7% -$4.74K ﹤0.01% 2397
2023
Q2 		$733K Sell
52,407
-45
-0.1% -$639 ﹤0.01% 2334
2023
Q1 		$783 Sell
52,452
-2,133
-4% -$32.2K ﹤0.01% 2215
2022
Q4 		$789K Sell
54,585
-49,739
-48% -$722K ﹤0.01% 2118
2022
Q3 		$1.57M Sell
104,324
-2,084
-2% -$35.2K ﹤0.01% 1592
2022
Q2 		$1.86M Buy
106,408
+4,280
+4% +$75.6K ﹤0.01% 1484
2022
Q1 		$1.79M Sell
102,128
-2,412
-2% -$42.4K ﹤0.01% 1576
2021
Q4 		$1.97M Buy
104,540
+4,142
+4% +$76.3K ﹤0.01% 1506
2021
Q3 		$1.77M Buy
100,398
+5,320
+6% +$98.4K ﹤0.01% 1514
2021
Q2 		$1.76M Buy
95,078
+29,228
+44% +$544K ﹤0.01% 1516
2021
Q1 		$1.16M Buy
65,850
+8,944
+16% +$159K ﹤0.01% 1691
2020
Q4 		$1.01M Buy
56,906
+10,157
+22% +$182K ﹤0.01% 1643
2020
Q3 		$837K Buy
46,749
+5,951
+15% +$106K ﹤0.01% 1600
2020
Q2 		$714K Buy
40,798
+5,302
+15% +$86.5K ﹤0.01% 1638
2020
Q1 		$494K Buy
35,496
+1,196
+3% +$22K ﹤0.01% 1705
2019
Q4 		$649K Buy
34,300
+1,042
+3% +$19.1K ﹤0.01% 1709
2019
Q3 		$590K Buy
33,258
+2,045
+7% +$35.5K ﹤0.01% 1712
2019
Q2 		$544K Buy
31,213
+1,081
+4% +$19.7K ﹤0.01% 1743
2019
Q1 		$566K Buy
30,132
+12,119
+67% +$216K ﹤0.01% 1663
2018
Q4 		$288K Sell
18,013
-1,445
-7% -$24.2K ﹤0.01% 2044
2018
Q3 		$328K Sell
19,458
-2,053
-10% -$34K ﹤0.01% 2094
2018
Q2 		$343K Buy
21,511
+2,188
+11% +$33.1K ﹤0.01% 2015
2018
Q1 		$300K Buy
19,323
+2,589
+15% +$40.6K ﹤0.01% 2064
2017
Q4 		$301K Buy
16,734
+776
+5% +$13.9K ﹤0.01% 2051
2017
Q3 		$283K Buy
15,958
+222
+1% +$4.1K ﹤0.01% 2023
2017
Q2 		$317K Buy
15,736
+157
+1% +$3.19K ﹤0.01% 1883
2017
Q1 		$310K Sell
15,579
-551
-3% -$10.5K ﹤0.01% 1830
2016
Q4 		$306K Buy
16,130
+4,461
+38% +$84.5K ﹤0.01% 1761
2016
Q3 		$251K Buy
11,669
+18
+0.2% +$381 ﹤0.01% 1846
2016
Q2 		$245K Hold
11,651
– – ﹤0.01% 1809
2016
Q1 		$216K Buy
11,651
+322
+3% +$5.55K ﹤0.01% 1865
2015
Q4 		$191K Buy
+11,329
New +$180K ﹤0.01% 1893

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

Commonwealth Equity Services's DOC Position: Q1 2024 in Review

Commonwealth Equity Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 48,572 shares — an estimated $647K sold.

Commonwealth Equity Services first reported a position in DOC in Q4 2015 and held it in 33 quarters. The position peaked at $1.97M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Commonwealth Equity Services reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 48,572 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $647K.
  • Commonwealth Equity Services first reported a position in PHYSICIANS REALTY TRUST in Q4 2015 and held it in 33 quarters.
  • Commonwealth Equity Services's PHYSICIANS REALTY TRUST position peaked at $1.97M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Commonwealth Equity Services's 13F filing for Q1 2024, filed 29 Apr 2024.