CASC
DOC

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

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
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

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.