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DOC

NewEdge Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

NewEdge Advisors’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
-2,724
Closed -$36.3K – 4012
2023
Q4 		$36.3K Buy
2,724
+1,926
+241% +$22.9K ﹤0.01% 2329
2023
Q3 		$9.72K Buy
798
+9
+1% +$124 ﹤0.01% 2584
2023
Q2 		$11K Buy
789
+9
+1% +$128 ﹤0.01% 2569
2023
Q1 		$11.6K Sell
780
-234
-23% -$3.53K ﹤0.01% 2519
2022
Q4 		$14.3K Buy
+1,014
New +$14.7K ﹤0.01% 2244
2017
Q3 		– Sell
-620
Closed -$11.4K – 1397
2017
Q2 		$11.4K Buy
+620
New +$12.6K ﹤0.01% 912

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

NewEdge Advisors's DOC Position: Q1 2024 in Review

NewEdge Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 2,724 shares — an estimated $36.3K sold.

NewEdge Advisors first reported a position in DOC in Q2 2017 and held it in 6 quarters. The position peaked at $36.3K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • NewEdge Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 2,724 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $36.3K.
  • NewEdge Advisors first reported a position in PHYSICIANS REALTY TRUST in Q2 2017 and held it in 6 quarters.
  • NewEdge Advisors's PHYSICIANS REALTY TRUST position peaked at $36.3K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.