DEA
DOC

DoubleLine ETF Adviser’s PHYSICIANS REALTY TRUST DOC Stock Holding History

DoubleLine ETF Adviser’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
-16,409
Closed -$218K – 245
2023
Q4 		$218K Buy
+16,409
New +$195K 0.06% 194
2023
Q2 		– Sell
-11,498
Closed -$172K – 259
2023
Q1 		$172K Buy
11,498
+1,380
+14% +$20.8K 0.07% 192
2022
Q4 		$146K Buy
+10,118
New +$147K 0.08% 188

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

DoubleLine ETF Adviser's DOC Position: Q1 2024 in Review

DoubleLine ETF Adviser sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 16,409 shares — an estimated $218K sold.

DoubleLine ETF Adviser first reported a position in DOC in Q4 2022 and held it in 3 quarters. The position peaked at $218K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • DoubleLine ETF Adviser reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • DoubleLine ETF Adviser sold 16,409 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $218K.
  • DoubleLine ETF Adviser first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and held it in 3 quarters.
  • DoubleLine ETF Adviser's PHYSICIANS REALTY TRUST position peaked at $218K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on DoubleLine ETF Adviser's 13F filing for Q1 2024, filed 15 May 2024.