LPL Financial
DOC

LPL Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History

LPL Financial’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
-97,827
Closed -$1.3M – 5088
2023
Q4 		$1.3M Sell
97,827
-19,199
-16% -$228K ﹤0.01% 2814
2023
Q3 		$1.43M Sell
117,026
-19,006
-14% -$263K ﹤0.01% 2596
2023
Q2 		$1.9M Sell
136,032
-17,217
-11% -$245K ﹤0.01% 2295
2023
Q1 		$2.29M Buy
153,249
+4,691
+3% +$70.8K ﹤0.01% 2037
2022
Q4 		$2.15M Sell
148,558
-57,422
-28% -$834K ﹤0.01% 2019
2022
Q3 		$3.1M Sell
205,980
-3,550
-2% -$59.9K ﹤0.01% 1689
2022
Q2 		$3.66M Buy
209,530
+6,097
+3% +$108K ﹤0.01% 1600
2022
Q1 		$3.57M Buy
203,433
+19,938
+11% +$350K ﹤0.01% 1645
2021
Q4 		$3.46M Buy
183,495
+55
+0% +$1.01K ﹤0.01% 1697
2021
Q3 		$3.23M Buy
183,440
+9,075
+5% +$168K ﹤0.01% 1693
2021
Q2 		$3.22M Buy
174,365
+8,278
+5% +$154K ﹤0.01% 1641
2021
Q1 		$2.94M Buy
166,087
+44,826
+37% +$795K ﹤0.01% 1586
2020
Q4 		$2.16M Buy
121,261
+13,294
+12% +$238K ﹤0.01% 1632
2020
Q3 		$1.93M Buy
107,967
+23,905
+28% +$426K ﹤0.01% 1474
2020
Q2 		$1.47M Buy
84,062
+27,796
+49% +$453K ﹤0.01% 1551
2020
Q1 		$784K Buy
56,266
+18,621
+49% +$342K ﹤0.01% 1786
2019
Q4 		$713K Sell
37,645
-2,740
-7% -$50.3K ﹤0.01% 2085
2019
Q3 		$717K Buy
40,385
+10,724
+36% +$186K ﹤0.01% 1983
2019
Q2 		$517K Buy
29,661
+1,463
+5% +$26.6K ﹤0.01% 2255
2019
Q1 		$530K Buy
28,198
+399
+1% +$7.11K ﹤0.01% 2183
2018
Q4 		$446K Sell
27,799
-1,190
-4% -$19.9K ﹤0.01% 2123
2018
Q3 		$489K Buy
+28,989
New +$481K ﹤0.01% 2251
2016
Q4 		– Sell
-10,678
Closed -$217K – 2885
2016
Q3 		$217K Buy
+10,678
New +$226K ﹤0.01% 2355
2016
Q2 		– Sell
-22,408
Closed -$414K – 3291
2016
Q1 		$414K Buy
22,408
+5,208
+30% +$89.8K ﹤0.01% 2292
2015
Q4 		$294K Buy
+17,200
New +$274K ﹤0.01% 2553

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial's DOC Position: Q1 2024 in Review

LPL Financial sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 97,827 shares — an estimated $1.3M sold.

LPL Financial first reported a position in DOC in Q4 2015 and held it in 25 quarters. The position peaked at $3.66M in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • LPL Financial reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 97,827 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.3M.
  • LPL Financial first reported a position in PHYSICIANS REALTY TRUST in Q4 2015 and held it in 25 quarters.
  • LPL Financial's PHYSICIANS REALTY TRUST position peaked at $3.66M in Q2 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.