HFS
DOC

Hantz Financial Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Hantz Financial 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
-221
Closed -$3K – 1333
2023
Q4 		$3K Hold
221
– – ﹤0.01% 1007
2023
Q3 		$3K Hold
221
– – ﹤0.01% 994
2023
Q2 		$3K Hold
221
– – ﹤0.01% 969
2023
Q1 		$3K Hold
221
– – ﹤0.01% 976
2022
Q4 		$3K Hold
221
– – ﹤0.01% 943
2022
Q3 		$3K Sell
221
-86
-28% -$1.45K ﹤0.01% 935
2022
Q2 		$5K Sell
307
-58
-16% -$1.02K ﹤0.01% 861
2022
Q1 		$6K Hold
365
– – ﹤0.01% 870
2021
Q4 		$7K Sell
365
-241
-40% -$4.44K ﹤0.01% 741
2021
Q3 		$11K Hold
606
– – ﹤0.01% 690
2021
Q2 		$11K Sell
606
-21,099
-97% -$392K ﹤0.01% 683
2021
Q1 		$384K Buy
21,705
+2,400
+12% +$42.6K 0.02% 394
2020
Q4 		$344K Buy
19,305
+811
+4% +$14.5K 0.02% 363
2020
Q3 		$331K Buy
18,494
+1,431
+8% +$25.5K 0.02% 338
2020
Q2 		$299K Sell
17,063
-2,649
-13% -$43.2K 0.02% 331
2020
Q1 		$275K Buy
+19,712
New +$362K 0.02% 322

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

Hantz Financial Services's DOC Position: Q1 2024 in Review

Hantz Financial Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 221 shares — an estimated $3K sold.

Hantz Financial Services first reported a position in DOC in Q1 2020 and held it in 16 quarters. The position peaked at $384K in Q1 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Hantz Financial Services reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Hantz Financial Services sold 221 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $3K.
  • Hantz Financial Services first reported a position in PHYSICIANS REALTY TRUST in Q1 2020 and held it in 16 quarters.
  • Hantz Financial Services's PHYSICIANS REALTY TRUST position peaked at $384K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Hantz Financial Services's 13F filing for Q1 2024, filed 7 May 2024.