Henshaw Capital’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Henshaw Capital’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	-35,116	Closed	-$467K	–	294
2023 Q4	$467K	Hold	35,116	–	–	0.02%	186
2023 Q3	$428K	Buy	35,116 +13,033	+59%	+$180K	0.02%	171
2023 Q2	$309K	Buy	22,083 +5,269	+31%	+$74.9K	0.02%	177
2023 Q1	$251K	Hold	16,814	–	–	0.02%	201
2022 Q4	$243K	Hold	16,814	–	–	0.02%	205
2022 Q3	$253K	Hold	16,814	–	–	0.02%	236
2022 Q2	$293K	Hold	16,814	–	–	0.02%	225
2022 Q1	$295K	Hold	16,814	–	–	0.02%	251
2021 Q4	$317K	Hold	16,814	–	–	0.02%	252
2021 Q3	$296K	Hold	16,814	–	–	0.02%	262
2021 Q2	$311K	Hold	16,814	–	–	0.02%	273
2021 Q1	$297K	Hold	16,814	–	–	0.02%	268
2020 Q4	$299K	Hold	16,814	–	–	0.02%	253
2020 Q3	$301K	Hold	16,814	–	–	0.02%	221
2020 Q2	$295K	Buy	16,814 +3,154	+23%	+$51.4K	0.02%	221
2020 Q1	$190K	Buy	13,660 +3,090	+29%	+$56.8K	0.02%	261
2019 Q4	$200K	Hold	10,570	–	–	0.02%	269
2019 Q3	$188K	Buy	+10,570	New	+$184K	0.02%	271

Other funds holding DOC

CIBC World Markets New York $19.9B AUM

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return