HWA
DOC

HHM Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

HHM Wealth Advisors’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
-1,160
Closed -$15.4K – 786
2023
Q4 		$15.4K Buy
+1,160
New +$13.8K ﹤0.01% 447
2021
Q3 		– Sell
-115
Closed -$2K – 683
2021
Q2 		$2K Hold
115
– – ﹤0.01% 588
2021
Q1 		$2K Hold
115
– – ﹤0.01% 550
2020
Q4 		$2K Hold
115
– – ﹤0.01% 504
2020
Q3 		$2K Hold
115
– – ﹤0.01% 477
2020
Q2 		$2K Hold
115
– – ﹤0.01% 465
2020
Q1 		$2K Buy
+115
New +$2.11K ﹤0.01% 441

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

HHM Wealth Advisors's DOC Position: Q1 2024 in Review

HHM Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,160 shares — an estimated $15.4K sold.

HHM Wealth Advisors first reported a position in DOC in Q1 2020 and held it in 7 quarters. The position peaked at $15.4K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • HHM Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,160 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $15.4K.
  • HHM Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q1 2020 and held it in 7 quarters.
  • HHM Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $15.4K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on HHM Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.