Creative Planning
DOC

Creative Planning’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Creative Planning’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
2015
Q1 		– Sell
-5,000
Closed -$8K – 4712
2014
Q4 		$8K Buy
5,000
+3,000
+150% +$45.8K ﹤0.01% 3286
2014
Q3 		$3K Sell
2,000
-1,000
-33% -$14.3K ﹤0.01% 3612
2014
Q2 		$6K Buy
+3,000
New +$41K ﹤0.01% 3183

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

Creative Planning's DOC Position: Q1 2024 in Review

Creative Planning sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 38,782 shares — an estimated $516K sold.

Creative Planning first reported a position in DOC in Q2 2014 and held it in 15 quarters. The position peaked at $516K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Creative Planning reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 38,782 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $516K.
  • Creative Planning first reported a position in PHYSICIANS REALTY TRUST in Q2 2014 and held it in 15 quarters.
  • Creative Planning's PHYSICIANS REALTY TRUST position peaked at $516K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.