First National Trust’s PHYSICIANS REALTY TRUST DOC Stock Holding History

First National Trust’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	-13,912	Closed	-$185K	–	397
2023 Q4	$185K	Hold	13,912	–	–	0.01%	364
2023 Q3	$170K	Hold	13,912	–	–	0.01%	357
2023 Q2	$195K	Hold	13,912	–	–	0.01%	359
2023 Q1	$208K	Hold	13,912	–	–	0.01%	349
2022 Q4	$201K	Hold	13,912	–	–	0.01%	348
2022 Q3	$209K	Hold	13,912	–	–	0.01%	335
2022 Q2	$243K	Hold	13,912	–	–	0.01%	330
2022 Q1	$244K	Buy	+13,912	New	+$244K	0.01%	341

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

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

First National Trust's DOC Position: Q1 2024 in Review

First National Trust sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 13,912 shares — an estimated $185K sold.

First National Trust first reported a position in DOC in Q1 2022 and held it in 8 quarters. The position peaked at $244K in Q1 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

First National Trust reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
First National Trust sold 13,912 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $185K.
First National Trust first reported a position in PHYSICIANS REALTY TRUST in Q1 2022 and held it in 8 quarters.
First National Trust's PHYSICIANS REALTY TRUST position peaked at $244K in Q1 2022.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on First National Trust's 13F filing for Q1 2024, filed 26 Apr 2024.