NPFS
DOC

Novak & Powell Financial Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Novak & Powell Financial Services’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
-15,487
Closed -$206K – 161
2023
Q4 		$206K Buy
+15,487
New +$184K 0.14% 138

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

Novak & Powell Financial Services's DOC Position: Q1 2024 in Review

Novak & Powell Financial Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 15,487 shares — an estimated $206K sold.

Novak & Powell Financial Services first reported a position in DOC in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Novak & Powell Financial Services reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Novak & Powell Financial Services sold 15,487 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $206K.
  • Novak & Powell Financial Services first reported a position in PHYSICIANS REALTY TRUST in Q4 2023 and held it in 1 quarter.
  • Novak & Powell Financial Services's PHYSICIANS REALTY TRUST position peaked at $206K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Novak & Powell Financial Services's 13F filing for Q1 2024, filed 15 May 2024.