IF
DOC

Intrua Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Intrua Financial’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
-57,541
Closed -$766K – 455
2023
Q4 		$766K Sell
57,541
-8,964
-13% -$106K 0.11% 165
2023
Q3 		$811K Sell
66,505
-4,067
-6% -$56.2K 0.14% 141
2023
Q2 		$987K Sell
70,572
-8,336
-11% -$118K 0.17% 114
2023
Q1 		$1.13M Sell
78,908
-1,982
-2% -$29.9K 0.24% 98
2022
Q4 		$1.21M Buy
80,890
+7,048
+10% +$102K 0.28% 87
2022
Q3 		$1.11M Buy
73,842
+1,600
+2% +$27K 0.3% 76
2022
Q2 		$1.26M Buy
72,242
+2,710
+4% +$47.8K 0.27% 80
2022
Q1 		$1.22M Buy
69,532
+6,474
+10% +$114K 0.22% 98
2021
Q4 		$1.19M Buy
63,058
+1,271
+2% +$23.4K 0.21% 109
2021
Q3 		$1.17M Buy
+61,787
New +$1.14M 0.22% 106

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

Intrua Financial's DOC Position: Q1 2024 in Review

Intrua Financial sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 57,541 shares — an estimated $766K sold.

Intrua Financial first reported a position in DOC in Q3 2021 and held it in 10 quarters. The position peaked at $1.26M in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Intrua Financial reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Intrua Financial sold 57,541 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $766K.
  • Intrua Financial first reported a position in PHYSICIANS REALTY TRUST in Q3 2021 and held it in 10 quarters.
  • Intrua Financial's PHYSICIANS REALTY TRUST position peaked at $1.26M in Q2 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Intrua Financial's 13F filing for Q1 2024, filed 28 May 2025.