OA
DOC

Operose Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Operose 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
-6,000
Closed -$79.9K – 677
2023
Q4 		$79.9K Hold
6,000
– – 0.03% 177
2023
Q3 		$73.1K Hold
6,000
– – 0.03% 249
2023
Q2 		$83.9K Hold
6,000
– – 0.04% 135
2023
Q1 		$89.6K Hold
6,000
– – 0.04% 122
2022
Q4 		$86.8K Hold
6,000
– – 0.05% 123
2022
Q3 		$90K Hold
6,000
– – 0.06% 111
2022
Q2 		$105K Buy
+6,000
New +$106K 0.07% 91

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

Operose Advisors's DOC Position: Q1 2024 in Review

Operose Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 6,000 shares — an estimated $79.9K sold.

Operose Advisors first reported a position in DOC in Q2 2022 and held it in 7 quarters. The position peaked at $105K in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Operose Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Operose Advisors sold 6,000 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $79.9K.
  • Operose Advisors first reported a position in PHYSICIANS REALTY TRUST in Q2 2022 and held it in 7 quarters.
  • Operose Advisors's PHYSICIANS REALTY TRUST position peaked at $105K in Q2 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

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