OPS
DOC

Orion Portfolio Solutions’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Orion Portfolio Solutions’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
-328,020
Closed -$4.33M – 1771
2023
Q4 		$4.33M Sell
328,020
-58,824
-15% -$699K 0.05% 333
2023
Q3 		$4.72M Buy
386,844
+92,966
+32% +$1.29M 0.06% 313
2023
Q2 		$4.11M Buy
293,878
+25,132
+9% +$357K 0.04% 370
2023
Q1 		$4.01M Buy
268,746
+231,458
+621% +$3.49M 0.05% 327
2022
Q4 		$540K Buy
37,288
+12,493
+50% +$181K 0.02% 476
2022
Q3 		$373K Buy
+24,795
New +$419K 0.01% 514
2020
Q3 		– Sell
-273
Closed -$5K – 2448
2020
Q2 		$5K Buy
+273
New +$4.45K ﹤0.01% 1516
2020
Q1 		– Sell
-24
Closed – – 2540
2019
Q4 		$0 Buy
+24
New +$440 ﹤0.01% 2060

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

Orion Portfolio Solutions's DOC Position: Q1 2024 in Review

Orion Portfolio Solutions sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 328,020 shares — an estimated $4.33M sold.

Orion Portfolio Solutions first reported a position in DOC in Q4 2019 and held it in 8 quarters. The position peaked at $4.72M in Q3 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Orion Portfolio Solutions reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 328,020 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $4.33M.
  • Orion Portfolio Solutions first reported a position in PHYSICIANS REALTY TRUST in Q4 2019 and held it in 8 quarters.
  • Orion Portfolio Solutions's PHYSICIANS REALTY TRUST position peaked at $4.72M in Q3 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Orion Portfolio Solutions's 13F filing for Q1 2024, filed 9 May 2024.