IWA
DOC

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

IBEX 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
Q2 		– Sell
-175,983
Closed -$2.55M – 313
2024
Q1 		$2.55M Buy
+175,983
New +$2.16M 0.69% 49
2023
Q4 		– Sell
-162,792
Closed -$1.98M – 126
2023
Q3 		$1.98M Buy
+162,792
New +$2.25M 0.51% 61
2023
Q1 		$2.83M Buy
189,348
+13,365
+8% +$202K 0.73% 51
2022
Q4 		$2.55M Sell
175,983
-8,103
-4% -$118K 0.58% 55
2022
Q3 		$2.77M Sell
184,086
-1,504
-0.8% -$25.4K 0.72% 51
2022
Q2 		$3.24M Buy
185,590
+1,717
+0.9% +$30.3K 0.75% 49
2022
Q1 		$3.23M Buy
183,873
+10,062
+6% +$177K 0.62% 55
2021
Q4 		$3.27M Buy
173,811
+2,108
+1% +$38.8K 0.58% 68
2021
Q3 		$3.02M Buy
171,703
+5,852
+4% +$108K 0.58% 72
2021
Q2 		$3.06M Buy
165,851
+11,289
+7% +$210K 0.61% 68
2021
Q1 		$2.73M Buy
154,562
+13,975
+10% +$248K 0.67% 63
2020
Q4 		$2.5M Buy
140,587
+7,930
+6% +$142K 0.65% 61
2020
Q3 		$2.38M Sell
132,657
-231
-0.2% -$4.12K 0.69% 59
2020
Q2 		$2.33M Sell
132,888
-1,720
-1% -$28.1K 0.75% 57
2020
Q1 		$1.88M Buy
+134,608
New +$2.47M 0.73% 57

Other funds holding DOC

CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

IBEX Wealth Advisors's DOC Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2024, closing a stake of 175,983 shares — an estimated $2.55M sold.

IBEX Wealth Advisors first reported a position in DOC in Q1 2020 and held it in 15 quarters. The position peaked at $3.27M in Q4 2021. 3 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • IBEX Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 175,983 PHYSICIANS REALTY TRUST shares in Q2 2024, an estimated $2.55M.
  • IBEX Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q1 2020 and held it in 15 quarters.
  • IBEX Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $3.27M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.