Koshinski Asset Management
DOC

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

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

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.