CFGS
DOC

Concourse Financial Group Securities’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Concourse Financial Group Securities’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
-28
Closed -$372 – 2386
2023
Q4 		$372 Sell
28
-617
-96% -$7.33K ﹤0.01% 2207
2023
Q3 		$7.86K Buy
645
+28
+5% +$387 ﹤0.01% 1706
2023
Q2 		$8.63K Buy
617
+319
+107% +$4.53K ﹤0.01% 1691
2023
Q1 		$4.45K Buy
298
+163
+121% +$2.46K ﹤0.01% 1900
2022
Q4 		$1.95K Hold
135
– – ﹤0.01% 2037
2022
Q3 		$2K Hold
135
– – ﹤0.01% 1837
2022
Q2 		$2K Hold
135
– – ﹤0.01% 2074
2022
Q1 		$2K Buy
+135
New +$2.37K ﹤0.01% 2078
2021
Q2 		– Sell
-58
Closed -$1.08K – 2489
2021
Q1 		$1K Hold
58
– – ﹤0.01% 2323
2020
Q4 		$1K Sell
58
-606
-91% -$10.8K ﹤0.01% 2277
2020
Q3 		$12K Hold
664
– – ﹤0.01% 1534
2020
Q2 		$12K Sell
664
-82
-11% -$1.34K ﹤0.01% 1450
2020
Q1 		$10K Buy
746
+530
+245% +$9.74K ﹤0.01% 1472
2019
Q4 		$4K Buy
216
+158
+272% +$2.9K ﹤0.01% 1735
2019
Q3 		$1K Sell
58
-558
-91% -$9.69K ﹤0.01% 1729
2019
Q2 		$11K Sell
616
-96
-13% -$1.75K ﹤0.01% 1475
2019
Q1 		$13K Buy
712
+400
+128% +$7.13K ﹤0.01% 1442
2018
Q4 		$5K Sell
312
-63
-17% -$1.06K ﹤0.01% 1702
2018
Q3 		$6K Buy
+375
New +$6.22K ﹤0.01% 1370

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

Concourse Financial Group Securities's DOC Position: Q1 2024 in Review

Concourse Financial Group Securities sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 28 shares — an estimated $372 sold.

Concourse Financial Group Securities first reported a position in DOC in Q3 2018 and held it in 19 quarters. The position peaked at $13K in Q1 2019. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Concourse Financial Group Securities reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 28 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $372.
  • Concourse Financial Group Securities first reported a position in PHYSICIANS REALTY TRUST in Q3 2018 and held it in 19 quarters.
  • Concourse Financial Group Securities's PHYSICIANS REALTY TRUST position peaked at $13K in Q1 2019.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Concourse Financial Group Securities's 13F filing for Q1 2024, filed 1 May 2024.