Glassman Wealth Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Glassman Wealth Services’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	-6	Closed	-$80	–	1978
2023 Q4	$80	Sell	6 -106	-95%	-$1.26K	﹤0.01%	1940
2023 Q3	$1.36K	Sell	112 -55	-33%	-$760	﹤0.01%	1452
2023 Q2	$2.34K	Buy	167 +55	+49%	+$781	﹤0.01%	1199
2023 Q1	$1.67K	Sell	112 -360	-76%	-$5.43K	﹤0.01%	1296
2022 Q4	$6.83K	Buy	472 +354	+300%	+$5.14K	﹤0.01%	940
2022 Q3	$2K	Hold	118	–	–	﹤0.01%	1299
2022 Q2	$2K	Hold	118	–	–	﹤0.01%	1322
2022 Q1	$2K	Sell	118 -37	-24%	-$650	﹤0.01%	1304
2021 Q4	$3K	Sell	155 -102	-40%	-$1.88K	﹤0.01%	1153
2021 Q3	$5K	Hold	257	–	–	﹤0.01%	1001
2021 Q2	$5K	Hold	257	–	–	﹤0.01%	957
2021 Q1	$5K	Hold	257	–	–	﹤0.01%	896
2020 Q4	$5K	Hold	257	–	–	﹤0.01%	890
2020 Q3	$5K	Buy	257 +89	+53%	+$1.58K	﹤0.01%	816
2020 Q2	$3K	Buy	168 +111	+195%	+$1.81K	﹤0.01%	810
2020 Q1	$1K	Buy	57 +6	+12%	+$110	﹤0.01%	1079
2019 Q4	$1K	Hold	51	–	–	﹤0.01%	1138
2019 Q3	$1K	Hold	51	–	–	﹤0.01%	1009
2019 Q2	$1K	Hold	51	–	–	﹤0.01%	1030
2019 Q1	$1K	Buy	+51	New	+$908	﹤0.01%	1002

Other funds holding DOC

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 Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

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 Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Glassman Wealth Services's DOC Position: Q1 2024 in Review

Glassman Wealth Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 6 shares — an estimated $80 sold.

Glassman Wealth Services first reported a position in DOC in Q1 2019 and held it in 20 quarters. The position peaked at $6.83K in Q4 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Glassman Wealth Services reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 6 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $80.
Glassman Wealth Services first reported a position in PHYSICIANS REALTY TRUST in Q1 2019 and held it in 20 quarters.
Glassman Wealth Services's PHYSICIANS REALTY TRUST position peaked at $6.83K in Q4 2022.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.