JWM
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Janiczek Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Janiczek 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
-11,639
Closed -$155K – 1178
2023
Q4 		$155K Buy
11,639
+8,732
+300% +$104K 0.04% 204
2023
Q3 		$35.4K Buy
2,907
+547
+23% +$7.56K 0.01% 421
2023
Q2 		$33K Buy
2,360
+1,738
+279% +$24.7K 0.01% 378
2023
Q1 		$8.97K Buy
+622
New +$9.38K ﹤0.01% 586
2022
Q3 		– Sell
-340
Closed -$6K – 1087
2022
Q2 		$6K Sell
340
-269
-44% -$4.75K ﹤0.01% 656
2022
Q1 		$11K Sell
609
-372
-38% -$6.53K ﹤0.01% 566
2021
Q4 		$18K Sell
981
-147
-13% -$2.71K 0.01% 496
2021
Q3 		$20K Buy
1,128
+701
+164% +$13K 0.01% 464
2021
Q2 		$8K Buy
427
+39
+10% +$725 ﹤0.01% 598
2021
Q1 		$7K Buy
388
+49
+14% +$870 ﹤0.01% 601
2020
Q4 		$6K Buy
339
+95
+39% +$1.7K ﹤0.01% 577
2020
Q3 		$4K Buy
+244
New +$4.35K ﹤0.01% 419

Other funds holding DOC

CIBC World Markets
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
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Vinva Investment Management
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 $2.57B AUM 28.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Janiczek Wealth Management's DOC Position: Q1 2024 in Review

Janiczek Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 11,639 shares — an estimated $155K sold.

Janiczek Wealth Management first reported a position in DOC in Q3 2020 and held it in 12 quarters. The position peaked at $155K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Janiczek Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 11,639 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $155K.
  • Janiczek Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2020 and held it in 12 quarters.
  • Janiczek Wealth Management's PHYSICIANS REALTY TRUST position peaked at $155K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.