Kraematon Investment Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Kraematon Investment Advisors’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	-22,987	Closed	-$306K	–	93
2023 Q4	$306K	Sell	22,987 -10,974	-32%	-$130K	0.34%	68
2023 Q3	$414K	Sell	33,961 -2,807	-8%	-$38.8K	0.51%	53
2023 Q2	$514K	Buy	36,768 +291	+0.8%	+$4.13K	0.57%	51
2023 Q1	$545K	Buy	36,477 +273	+0.8%	+$4.12K	0.63%	48
2022 Q4	$524K	Buy	36,204 +297	+0.8%	+$4.31K	0.57%	49
2022 Q3	$540K	Sell	35,907 -759	-2%	-$12.8K	0.7%	44
2022 Q2	$640K	Buy	36,666 +228	+0.6%	+$4.03K	0.74%	43
2022 Q1	$639K	Buy	36,438 +208	+0.6%	+$3.65K	0.61%	49
2021 Q4	$682K	Buy	+36,230	New	+$668K	0.61%	48

Other funds holding DOC

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 Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

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 Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Kraematon Investment Advisors's DOC Position: Q1 2024 in Review

Kraematon Investment Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 22,987 shares — an estimated $306K sold.

Kraematon Investment Advisors first reported a position in DOC in Q4 2021 and held it in 9 quarters. The position peaked at $682K in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Kraematon Investment Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Kraematon Investment Advisors sold 22,987 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $306K.
Kraematon Investment Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 9 quarters.
Kraematon Investment Advisors's PHYSICIANS REALTY TRUST position peaked at $682K in Q4 2021.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Kraematon Investment Advisors's 13F filing for Q1 2024, filed 3 May 2024.