PAS
DOC

Park Avenue Securities’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Park Avenue Securities’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
-12,842
Closed -$171K – 1426
2023
Q4 		$171K Sell
12,842
-6,142
-32% -$73K ﹤0.01% 1311
2023
Q3 		$231K Sell
18,984
-2,456
-11% -$33.9K ﹤0.01% 1163
2023
Q2 		$300K Buy
21,440
+2,252
+12% +$32K ﹤0.01% 687
2023
Q1 		$286K Buy
19,188
+996
+5% +$15K ﹤0.01% 670
2022
Q4 		$263K Sell
18,192
-2,269
-11% -$33K ﹤0.01% 1032
2022
Q3 		$308K Buy
20,461
+40
+0.2% +$675 0.01% 898
2022
Q2 		$356K Buy
20,421
+1,128
+6% +$19.9K 0.01% 840
2022
Q1 		$338K Buy
19,293
+761
+4% +$13.4K 0.01% 904
2021
Q4 		$349K Buy
18,532
+708
+4% +$13K 0.01% 862
2021
Q3 		$314K Buy
17,824
+1,693
+10% +$31.3K 0.01% 836
2021
Q2 		$298K Buy
16,131
+1,721
+12% +$32K 0.01% 840
2021
Q1 		$255K Buy
14,410
+3,360
+30% +$59.6K 0.01% 843
2020
Q4 		$197K Buy
+11,050
New +$198K 0.01% 820

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

Park Avenue Securities's DOC Position: Q1 2024 in Review

Park Avenue Securities sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 12,842 shares — an estimated $171K sold.

Park Avenue Securities first reported a position in DOC in Q4 2020 and held it in 13 quarters. The position peaked at $356K in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Park Avenue Securities reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Park Avenue Securities sold 12,842 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $171K.
  • Park Avenue Securities first reported a position in PHYSICIANS REALTY TRUST in Q4 2020 and held it in 13 quarters.
  • Park Avenue Securities's PHYSICIANS REALTY TRUST position peaked at $356K in Q2 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Park Avenue Securities's 13F filing for Q1 2024, filed 10 Apr 2024.