MNBTD
DOC

Moody National Bank Trust Division’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Moody National Bank Trust Division’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
-29,048
Closed -$387K – 510
2023
Q4 		$387K Buy
29,048
+9,031
+45% +$107K 0.03% 378
2023
Q3 		$244K Sell
20,017
-846
-4% -$11.7K 0.02% 544
2023
Q2 		$292K Hold
20,863
– – 0.02% 519
2023
Q1 		$311K Buy
20,863
+4,102
+24% +$61.9K 0.03% 501
2022
Q4 		$243K Buy
16,761
+1,293
+8% +$18.8K 0.02% 539
2022
Q3 		$233K Buy
+15,468
New +$261K 0.02% 534
2019
Q2 		– Sell
-580
Closed -$11K – 1186
2019
Q1 		$11K Buy
+580
New +$10.3K ﹤0.01% 636

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

Moody National Bank Trust Division's DOC Position: Q1 2024 in Review

Moody National Bank Trust Division sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 29,048 shares — an estimated $387K sold.

Moody National Bank Trust Division first reported a position in DOC in Q1 2019 and held it in 7 quarters. The position peaked at $387K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Moody National Bank Trust Division reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Moody National Bank Trust Division sold 29,048 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $387K.
  • Moody National Bank Trust Division first reported a position in PHYSICIANS REALTY TRUST in Q1 2019 and held it in 7 quarters.
  • Moody National Bank Trust Division's PHYSICIANS REALTY TRUST position peaked at $387K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Moody National Bank Trust Division's 13F filing for Q1 2024, filed 4 Apr 2024.