JPWM
DOC

Jamison Private Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Jamison Private Wealth Management’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
-50,333
Closed -$670K – 536
2023
Q4 		$670K Sell
50,333
-9,619
-16% -$114K 0.13% 113
2023
Q3 		$731K Buy
+59,952
New +$829K 0.15% 104

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Jamison Private Wealth Management's DOC Position: Q1 2024 in Review

Jamison Private Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 50,333 shares — an estimated $670K sold.

Jamison Private Wealth Management first reported a position in DOC in Q3 2023 and held it in 2 quarters. The position peaked at $731K in Q3 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Jamison Private Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 50,333 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $670K.
  • Jamison Private Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2023 and held it in 2 quarters.
  • Jamison Private Wealth Management's PHYSICIANS REALTY TRUST position peaked at $731K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Jamison Private Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.