KIA
DOC

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

CWM
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 $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

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.