LCGC
DOC

Legacy Capital Group California’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Legacy Capital Group California’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
-19,964
Closed -$266K – 324
2023
Q4 		$266K Sell
19,964
-75
-0.4% -$891 0.1% 238
2023
Q3 		$244K Buy
20,039
+175
+0.9% +$2.42K 0.1% 231
2023
Q2 		$278K Buy
19,864
+455
+2% +$6.46K 0.11% 213
2023
Q1 		$290K Buy
+19,409
New +$293K 0.14% 193

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

Legacy Capital Group California's DOC Position: Q1 2024 in Review

Legacy Capital Group California sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 19,964 shares — an estimated $266K sold.

Legacy Capital Group California first reported a position in DOC in Q1 2023 and held it in 4 quarters. The position peaked at $290K in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Legacy Capital Group California reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 19,964 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $266K.
  • Legacy Capital Group California first reported a position in PHYSICIANS REALTY TRUST in Q1 2023 and held it in 4 quarters.
  • Legacy Capital Group California's PHYSICIANS REALTY TRUST position peaked at $290K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Legacy Capital Group California's 13F filing for Q1 2024, filed 7 May 2024.