Osaic Holdings
DOC

Osaic Holdings’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Osaic Holdings’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
-63,360
Closed -$843K – 7562
2023
Q4 		$843K Sell
63,360
-70,623
-53% -$839K ﹤0.01% 2691
2023
Q3 		$1.63M Buy
133,983
+45,691
+52% +$632K ﹤0.01% 2187
2023
Q2 		$1.24M Sell
88,292
-878
-1% -$12.5K ﹤0.01% 2303
2023
Q1 		$1.33M Buy
89,170
+6,954
+8% +$105K ﹤0.01% 2192
2022
Q4 		$1.19M Sell
82,216
-687
-0.8% -$9.98K ﹤0.01% 2223
2022
Q3 		$1.25M Buy
82,903
+10,863
+15% +$183K ﹤0.01% 2014
2022
Q2 		$1.26M Buy
72,040
+4,251
+6% +$75.1K ﹤0.01% 2059
2022
Q1 		$1.15M Buy
67,789
+5,175
+8% +$90.9K ﹤0.01% 2444
2021
Q4 		$1.18M Sell
62,614
-1,930
-3% -$35.6K ﹤0.01% 2254
2021
Q3 		$1.14M Buy
64,544
+10,126
+19% +$187K ﹤0.01% 2231
2021
Q2 		$1.01M Buy
54,418
+9,343
+21% +$174K ﹤0.01% 2351
2021
Q1 		$796K Buy
45,075
+4,059
+10% +$72K ﹤0.01% 2435
2020
Q4 		$731K Buy
41,016
+2,982
+8% +$53.4K ﹤0.01% 2311
2020
Q3 		$681K Sell
38,034
-427
-1% -$7.61K ﹤0.01% 2153
2020
Q2 		$674K Sell
38,461
-508
-1% -$8.28K ﹤0.01% 2084
2020
Q1 		$544K Buy
+38,969
New +$716K ﹤0.01% 2019

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

Osaic Holdings's DOC Position: Q1 2024 in Review

Osaic Holdings sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 63,360 shares — an estimated $843K sold.

Osaic Holdings first reported a position in DOC in Q1 2020 and held it in 16 quarters. The position peaked at $1.63M in Q3 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Osaic Holdings reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Osaic Holdings sold 63,360 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $843K.
  • Osaic Holdings first reported a position in PHYSICIANS REALTY TRUST in Q1 2020 and held it in 16 quarters.
  • Osaic Holdings's PHYSICIANS REALTY TRUST position peaked at $1.63M in Q3 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Osaic Holdings's 13F filing for Q1 2024, filed 10 May 2024.