KFI
DOC

Key Financial Inc’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Key Financial Inc’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
-678
Closed -$9.02K – 1334
2023
Q4 		$9.02K Buy
678
+13
+2% +$154 ﹤0.01% 768
2023
Q3 		$8.1K Buy
665
+11
+2% +$152 ﹤0.01% 778
2023
Q2 		$9.15K Buy
654
+10
+2% +$142 ﹤0.01% 757
2023
Q1 		$9.62K Buy
+644
New +$9.71K ﹤0.01% 689

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Key Financial Inc's DOC Position: Q1 2024 in Review

Key Financial Inc sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 678 shares — an estimated $9.02K sold.

Key Financial Inc first reported a position in DOC in Q1 2023 and held it in 4 quarters. The position peaked at $9.62K in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Key Financial Inc reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Key Financial Inc sold 678 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $9.02K.
  • Key Financial Inc first reported a position in PHYSICIANS REALTY TRUST in Q1 2023 and held it in 4 quarters.
  • Key Financial Inc's PHYSICIANS REALTY TRUST position peaked at $9.62K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Key Financial Inc's 13F filing for Q1 2024, filed 1 May 2024.