EWA
DOC

EverSource Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

EverSource Wealth Advisors’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
-1,003
Closed -$13.3K – 3039
2023
Q4 		$13.3K Buy
1,003
+918
+1,080% +$10.9K ﹤0.01% 1432
2023
Q3 		$1.04K Sell
85
-347
-80% -$4.8K ﹤0.01% 2195
2023
Q2 		$6.04K Buy
432
+284
+192% +$4.04K ﹤0.01% 1646
2023
Q1 		$2.21K Buy
+148
New +$2.23K ﹤0.01% 1909
2022
Q4 		– Sell
-480
Closed -$7K – 2476
2022
Q3 		$7K Buy
+480
New +$8.1K ﹤0.01% 1269

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

EverSource Wealth Advisors's DOC Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,003 shares — an estimated $13.3K sold.

EverSource Wealth Advisors first reported a position in DOC in Q3 2022 and held it in 5 quarters. The position peaked at $13.3K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,003 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $13.3K.
  • EverSource Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2022 and held it in 5 quarters.
  • EverSource Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $13.3K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.