Corient Private Wealth
DOC

Corient Private Wealth’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Corient Private 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
-164,613
Closed -$2.19M – 2399
2023
Q4 		$2.19M Buy
164,613
+154,598
+1,544% +$1.84M ﹤0.01% 960
2023
Q3 		$122K Buy
+10,015
New +$138K ﹤0.01% 2000
2023
Q2 		– Sell
-10,450
Closed -$156K – 2214
2023
Q1 		$156K Buy
+10,450
New +$158K ﹤0.01% 1832

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Corient Private Wealth's DOC Position: Q1 2024 in Review

Corient Private Wealth sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 164,613 shares — an estimated $2.19M sold.

Corient Private Wealth first reported a position in DOC in Q1 2023 and held it in 3 quarters. The position peaked at $2.19M in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Corient Private Wealth reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 164,613 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.19M.
  • Corient Private Wealth first reported a position in PHYSICIANS REALTY TRUST in Q1 2023 and held it in 3 quarters.
  • Corient Private Wealth's PHYSICIANS REALTY TRUST position peaked at $2.19M in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.