OIA
DOC

Optimum Investment Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Optimum Investment 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
-8,575
Closed -$114K – 672
2023
Q4 		$114K Hold
8,575
– – 0.06% 245
2023
Q3 		$105K Hold
8,575
– – 0.05% 258
2023
Q2 		$120K Hold
8,575
– – 0.06% 246
2023
Q1 		$128K Hold
8,575
– – 0.07% 230
2022
Q4 		$124K Sell
8,575
-800
-9% -$11.6K 0.07% 235
2022
Q3 		$141K Hold
9,375
– – 0.08% 223
2022
Q2 		$164K Hold
9,375
– – 0.08% 210
2022
Q1 		$164K Buy
9,375
+800
+9% +$14.1K 0.07% 239
2021
Q4 		$161K Buy
8,575
+5,000
+140% +$92.1K 0.06% 265
2021
Q3 		$63K Hold
3,575
– – 0.03% 416
2021
Q2 		$66K Hold
3,575
– – 0.02% 450
2021
Q1 		$63K Sell
3,575
-1,400
-28% -$24.8K 0.02% 450
2020
Q4 		$89K Buy
4,975
+2,000
+67% +$35.8K 0.03% 370
2020
Q3 		$53K Hold
2,975
– – 0.02% 435
2020
Q2 		$52K Hold
2,975
– – 0.02% 438
2020
Q1 		$41K Sell
2,975
-1,400
-32% -$25.7K 0.02% 463
2019
Q4 		$83K Buy
4,375
+575
+15% +$10.5K 0.02% 424
2019
Q3 		$67K Hold
3,800
– – 0.02% 457
2019
Q2 		$66K Buy
3,800
+2,800
+280% +$50.9K 0.02% 455
2019
Q1 		$19K Buy
+1,000
New +$17.8K 0.01% 706
2017
Q3 		– Sell
-15,191
Closed -$306K – 318
2017
Q2 		$306K Buy
15,191
+68
+0.4% +$1.38K 0.11% 213
2017
Q1 		$300K Buy
15,123
+461
+3% +$8.8K 0.11% 219
2016
Q4 		$278K Buy
14,662
+56
+0.4% +$1.06K 0.1% 225
2016
Q3 		$315K Buy
14,606
+2,438
+20% +$51.5K 0.12% 210
2016
Q2 		$256K Buy
+12,168
New +$233K 0.1% 224

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

Optimum Investment Advisors's DOC Position: Q1 2024 in Review

Optimum Investment Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 8,575 shares — an estimated $114K sold.

Optimum Investment Advisors first reported a position in DOC in Q2 2016 and held it in 25 quarters. The position peaked at $315K in Q3 2016. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Optimum Investment Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 8,575 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $114K.
  • Optimum Investment Advisors first reported a position in PHYSICIANS REALTY TRUST in Q2 2016 and held it in 25 quarters.
  • Optimum Investment Advisors's PHYSICIANS REALTY TRUST position peaked at $315K in Q3 2016.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Optimum Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.