C
DOC

Covestor’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Covestor’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
-2,110
Closed -$28K – 2926
2023
Q4 		$28K Buy
2,110
+2,071
+5,310% +$24.6K 0.02% 1078
2023
Q3 		$0 Sell
39
-3
-7% -$41 ﹤0.01% 2920
2023
Q2 		$1K Sell
42
-9
-18% -$128 ﹤0.01% 2054
2023
Q1 		$1K Sell
51
-5
-9% -$75 ﹤0.01% 1928
2022
Q4 		$1K Buy
56
+12
+27% +$174 ﹤0.01% 1973
2022
Q3 		$1K Sell
44
-1,564
-97% -$26.4K ﹤0.01% 1900
2022
Q2 		$28K Sell
1,608
-18
-1% -$318 0.02% 914
2022
Q1 		$29K Buy
1,626
+294
+22% +$5.16K 0.02% 959
2021
Q4 		$25K Buy
+1,332
New +$24.5K 0.04% 809

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

Covestor's DOC Position: Q1 2024 in Review

Covestor sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 2,110 shares — an estimated $28K sold.

Covestor first reported a position in DOC in Q4 2021 and held it in 9 quarters. The position peaked at $29K in Q1 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Covestor reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Covestor sold 2,110 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $28K.
  • Covestor first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 9 quarters.
  • Covestor's PHYSICIANS REALTY TRUST position peaked at $29K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Covestor's 13F filing for Q1 2024, filed 10 May 2024.