COI
DOC

Connable Office Inc’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Connable Office Inc’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
-13,277
Closed -$177K – 230
2023
Q4 		$177K Hold
13,277
– – 0.02% 207
2023
Q3 		$162K Hold
13,277
– – 0.02% 180
2023
Q2 		$186K Buy
13,277
+3,151
+31% +$44.8K 0.03% 193
2023
Q1 		$151K Buy
+10,126
New +$153K 0.02% 197

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Connable Office Inc's DOC Position: Q1 2024 in Review

Connable Office Inc sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 13,277 shares — an estimated $177K sold.

Connable Office Inc first reported a position in DOC in Q1 2023 and held it in 4 quarters. The position peaked at $186K in Q2 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Connable Office Inc reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Connable Office Inc sold 13,277 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $177K.
  • Connable Office Inc first reported a position in PHYSICIANS REALTY TRUST in Q1 2023 and held it in 4 quarters.
  • Connable Office Inc's PHYSICIANS REALTY TRUST position peaked at $186K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Connable Office Inc's 13F filing for Q1 2024, filed 30 Apr 2024.