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

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

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.