GRP
DOC

Global Retirement Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Global Retirement Partners’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
-1,240
Closed -$17K – 3518
2023
Q4 		$17K Buy
1,240
+1,097
+767% +$13K ﹤0.01% 1838
2023
Q3 		$1.67K Sell
143
-629
-81% -$8.7K ﹤0.01% 2600
2023
Q2 		$10.8K Buy
772
+443
+135% +$6.29K ﹤0.01% 1934
2023
Q1 		$4.82K Buy
329
+229
+229% +$3.46K ﹤0.01% 2177
2022
Q4 		$1.45K Buy
100
+83
+488% +$1.21K ﹤0.01% 2474
2022
Q3 		$0 Sell
17
-124
-88% -$2.09K ﹤0.01% 3112
2022
Q2 		$2K Buy
141
+8
+6% +$141 ﹤0.01% 2322
2022
Q1 		$2K Sell
133
-130
-49% -$2.28K ﹤0.01% 2286
2021
Q4 		$5K Sell
263
-1,594
-86% -$29.4K ﹤0.01% 194
2021
Q3 		$33K Hold
1,857
– – ﹤0.01% 1015
2021
Q2 		$34K Buy
1,857
+11
+0.6% +$205 ﹤0.01% 1011
2021
Q1 		$33K Buy
1,846
+614
+50% +$10.9K ﹤0.01% 946
2020
Q4 		$22K Sell
1,232
-290
-19% -$5.19K ﹤0.01% 1009
2020
Q3 		$27K Buy
1,522
+42
+3% +$748 ﹤0.01% 835
2020
Q2 		$26K Buy
1,480
+381
+35% +$6.21K ﹤0.01% 824
2020
Q1 		$15K Buy
+1,099
New +$20.2K ﹤0.01% 900
2019
Q2 		– Sell
-262
Closed -$5K – 1774
2019
Q1 		$5K Hold
262
– – ﹤0.01% 1272
2018
Q4 		$4K Hold
262
– – ﹤0.01% 1250
2018
Q3 		$4K Hold
262
– – ﹤0.01% 1307
2018
Q2 		$4K Hold
262
– – ﹤0.01% 1281
2018
Q1 		$4K Hold
262
– – ﹤0.01% 1238
2017
Q4 		$5K Buy
262
+3
+1% +$54 ﹤0.01% 1140
2017
Q3 		$5K Buy
259
+3
+1% +$55 ﹤0.01% 1029
2017
Q2 		$5K Buy
256
+3
+1% +$61 ﹤0.01% 960
2017
Q1 		$5K Buy
253
+3
+1% +$57 ﹤0.01% 934
2016
Q4 		$5K Buy
+250
New +$4.74K ﹤0.01% 869

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

Global Retirement Partners's DOC Position: Q1 2024 in Review

Global Retirement Partners sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,240 shares — an estimated $17K sold.

Global Retirement Partners first reported a position in DOC in Q4 2016 and held it in 26 quarters. The position peaked at $34K in Q2 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Global Retirement Partners reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Global Retirement Partners sold 1,240 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $17K.
  • Global Retirement Partners first reported a position in PHYSICIANS REALTY TRUST in Q4 2016 and held it in 26 quarters.
  • Global Retirement Partners's PHYSICIANS REALTY TRUST position peaked at $34K in Q2 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.