CPRC
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Consolidated Portfolio Review Corp’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Consolidated Portfolio Review Corp’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
-49,707
Closed -$662K – 336
2023
Q4 		$662K Buy
+49,707
New +$590K 0.15% 146

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 $2.57B AUM 28.13% 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

Consolidated Portfolio Review Corp's DOC Position: Q1 2024 in Review

Consolidated Portfolio Review Corp sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 49,707 shares — an estimated $662K sold.

Consolidated Portfolio Review Corp first reported a position in DOC in Q4 2023 and held it in 1 quarter. The position peaked at $662K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Consolidated Portfolio Review Corp reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 49,707 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $662K.
  • Consolidated Portfolio Review Corp first reported a position in PHYSICIANS REALTY TRUST in Q4 2023 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's PHYSICIANS REALTY TRUST position peaked at $662K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Consolidated Portfolio Review Corp's 13F filing for Q1 2024, filed 30 Apr 2024.