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Lee Financial Group Hawaii’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Lee Financial Group Hawaii’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
-40,981
Closed -$545K – 31
2023
Q4 		$545K Buy
40,981
+5,664
+16% +$67.3K 0.46% 23
2023
Q3 		$431K Buy
35,317
+41
+0.1% +$567 0.4% 26
2023
Q2 		$494K Buy
35,276
+20,670
+142% +$294K 0.45% 25
2023
Q1 		$218K Buy
+14,606
New +$220K 0.22% 29

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 $604M AUM 64.38% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
VIM
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 $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 $20.6B AUM 34.61% 1-Year Est. Return

Lee Financial Group Hawaii's DOC Position: Q1 2024 in Review

Lee Financial Group Hawaii sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 40,981 shares — an estimated $545K sold.

Lee Financial Group Hawaii first reported a position in DOC in Q1 2023 and held it in 4 quarters. The position peaked at $545K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Lee Financial Group Hawaii reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 40,981 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $545K.
  • Lee Financial Group Hawaii first reported a position in PHYSICIANS REALTY TRUST in Q1 2023 and held it in 4 quarters.
  • Lee Financial Group Hawaii's PHYSICIANS REALTY TRUST position peaked at $545K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.