Exchange Traded Concepts
DOC icon

Exchange Traded Concepts’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Exchange Traded Concepts’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
-41,239
Closed -$549K – 1480
2023
Q4 		$549K Hold
41,239
– – 0.01% 599
2023
Q3 		$503K Buy
41,239
+40,833
+10,057% +$564K 0.01% 618
2023
Q2 		$5.68K Sell
406
-246
-38% -$3.5K ﹤0.01% 1238
2023
Q1 		$9.73K Sell
652
-36,074
-98% -$544K ﹤0.01% 1008
2022
Q4 		$531K Buy
36,726
+1,096
+3% +$15.9K 0.02% 511
2022
Q3 		$536K Buy
35,630
+785
+2% +$13.3K 0.02% 449
2022
Q2 		$608K Buy
34,845
+803
+2% +$14.2K 0.02% 421
2022
Q1 		$597K Buy
34,042
+2,241
+7% +$39.4K 0.01% 541
2021
Q4 		$599K Buy
31,801
+844
+3% +$15.6K 0.01% 537
2021
Q3 		$545K Buy
+30,957
New +$572K 0.01% 518

Other funds holding DOC

CIBC World Markets
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Vinva Investment Management
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Exchange Traded Concepts's DOC Position: Q1 2024 in Review

Exchange Traded Concepts sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 41,239 shares — an estimated $549K sold.

Exchange Traded Concepts first reported a position in DOC in Q3 2021 and held it in 10 quarters. The position peaked at $608K in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Exchange Traded Concepts reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Exchange Traded Concepts sold 41,239 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $549K.
  • Exchange Traded Concepts first reported a position in PHYSICIANS REALTY TRUST in Q3 2021 and held it in 10 quarters.
  • Exchange Traded Concepts's PHYSICIANS REALTY TRUST position peaked at $608K in Q2 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Exchange Traded Concepts's 13F filing for Q1 2024, filed 15 Apr 2024.