GWS
DOC

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

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

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.