Coston McIsaac & Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Coston McIsaac & Partners’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	-449	Closed	-$5K	–	805
2023 Q4	$5K	Buy	449 +9	+2%	+$107	﹤0.01%	578
2023 Q3	$5K	Buy	440 +7	+2%	+$97	﹤0.01%	575
2023 Q2	$6K	Buy	433 +7	+2%	+$99	﹤0.01%	585
2023 Q1	$6K	Buy	426 +6	+1%	+$91	﹤0.01%	571
2022 Q4	$6	Buy	420 +6	+1%	+$87	﹤0.01%	575
2022 Q3	$6K	Buy	414 +6	+1%	+$101	﹤0.01%	492
2022 Q2	$7K	Buy	+408	New	+$7.2K	﹤0.01%	320

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 $4.82B AUM 20.19% 1-Year Est. Return

HNB

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

Coston McIsaac & Partners's DOC Position: Q1 2024 in Review

Coston McIsaac & Partners sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 449 shares — an estimated $5K sold.

Coston McIsaac & Partners first reported a position in DOC in Q2 2022 and held it in 7 quarters. The position peaked at $7K in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Coston McIsaac & Partners reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Coston McIsaac & Partners sold 449 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $5K.
Coston McIsaac & Partners first reported a position in PHYSICIANS REALTY TRUST in Q2 2022 and held it in 7 quarters.
Coston McIsaac & Partners's PHYSICIANS REALTY TRUST position peaked at $7K in Q2 2022.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Coston McIsaac & Partners's 13F filing for Q1 2024, filed 17 Apr 2024.