HUB Investment Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

HUB Investment 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	-16,868	Closed	-$225K	–	511
2023 Q4	$225K	Buy	+16,868	New	+$200K	0.02%	361

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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 $1.87B AUM 37.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

HUB Investment Partners's DOC Position: Q1 2024 in Review

HUB Investment Partners sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 16,868 shares — an estimated $225K sold.

HUB Investment Partners first reported a position in DOC in Q4 2023 and held it in 1 quarter. The position peaked at $225K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

HUB Investment Partners reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
HUB Investment Partners sold 16,868 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $225K.
HUB Investment Partners first reported a position in PHYSICIANS REALTY TRUST in Q4 2023 and held it in 1 quarter.
HUB Investment Partners's PHYSICIANS REALTY TRUST position peaked at $225K in Q4 2023.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on HUB Investment Partners's 13F filing for Q1 2024, filed 10 May 2024.