Coppell Advisory Solutions Corp
DOC icon

Coppell Advisory Solutions Corp’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Coppell Advisory Solutions 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 		$218K Buy
+11,622
New +$143K 0.04% 244
2023
Q1 		$200K Sell
13,518
-92
-0.7% -$1.39K 0.07% 191
2022
Q4 		$197K Buy
+13,610
New +$198K 0.07% 166

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IBEX Wealth Advisors
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Advisors Management Group
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Vinva Investment Management
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Coppell Advisory Solutions Corp's DOC Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in PHYSICIANS REALTY TRUST (DOC) in Q1 2024: 11,622 shares worth $218K. The stake represents 0.04% of the portfolio and ranks #244 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in DOC as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in DOC in Q4 2022 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Coppell Advisory Solutions Corp held 11,622 shares of PHYSICIANS REALTY TRUST worth $218K as of Q1 2024.
  • PHYSICIANS REALTY TRUST was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • PHYSICIANS REALTY TRUST made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #244 holding.
  • Coppell Advisory Solutions Corp first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.