Connectus Wealth’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Connectus Wealth’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	-12,000	Closed	-$160K	–	533
2023 Q4	$160K	Sell	12,000 -10,000	-45%	-$119K	﹤0.01%	483
2023 Q3	$268K	Hold	22,000	–	–	0.01%	441
2023 Q2	$308K	Hold	22,000	–	–	0.01%	393
2023 Q1	$328K	Sell	22,000 -30,000	-58%	-$453K	0.01%	374
2022 Q4	$752K	Sell	52,000 -3,200	-6%	-$46.5K	0.02%	311
2022 Q3	$830K	Sell	55,200 -6,500	-11%	-$110K	0.02%	356
2022 Q2	$1.08M	Buy	+61,700	New	+$1.09M	0.02%	265

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

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

Connectus Wealth's DOC Position: Q1 2024 in Review

Connectus Wealth sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 12,000 shares — an estimated $160K sold.

Connectus Wealth first reported a position in DOC in Q2 2022 and held it in 7 quarters. The position peaked at $1.08M in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Connectus Wealth reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 12,000 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $160K.
Connectus Wealth first reported a position in PHYSICIANS REALTY TRUST in Q2 2022 and held it in 7 quarters.
Connectus Wealth's PHYSICIANS REALTY TRUST position peaked at $1.08M in Q2 2022.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.