Insigneo Advisory Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Insigneo Advisory 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	-13,192	Closed	-$176K	–	514
2023 Q4	$176K	Hold	13,192	–	–	0.02%	418
2023 Q3	$161K	Buy	13,192 +179	+1%	+$2.47K	0.03%	371
2023 Q2	$182K	Hold	13,013	–	–	0.03%	322
2023 Q1	$194K	Buy	+13,013	New	+$196K	0.06%	267

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

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

HNB

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

Insigneo Advisory Services's DOC Position: Q1 2024 in Review

Insigneo Advisory Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 13,192 shares — an estimated $176K sold.

Insigneo Advisory Services first reported a position in DOC in Q1 2023 and held it in 4 quarters. The position peaked at $194K in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Insigneo Advisory Services reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Insigneo Advisory Services sold 13,192 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $176K.
Insigneo Advisory Services first reported a position in PHYSICIANS REALTY TRUST in Q1 2023 and held it in 4 quarters.
Insigneo Advisory Services's PHYSICIANS REALTY TRUST position peaked at $194K in Q1 2023.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Insigneo Advisory Services's 13F filing for Q1 2024, filed 15 May 2024.