Koshinski Asset Management
DOC icon

Koshinski Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Koshinski Asset 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
-10,941
Closed -$146K – 654
2023
Q4 		$146K Buy
+10,941
New +$130K 0.02% 483
2021
Q4 		– Sell
-6,474
Closed -$114K – 2304
2021
Q3 		$114K Buy
+6,474
New +$120K 0.01% 795

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

Koshinski Asset Management's DOC Position: Q1 2024 in Review

Koshinski Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 10,941 shares — an estimated $146K sold.

Koshinski Asset Management first reported a position in DOC in Q3 2021 and held it in 2 quarters. The position peaked at $146K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Koshinski Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 10,941 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $146K.
  • Koshinski Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2021 and held it in 2 quarters.
  • Koshinski Asset Management's PHYSICIANS REALTY TRUST position peaked at $146K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Koshinski Asset Management's 13F filing for Q1 2024, filed 8 May 2024.