Pathstone Holdings

Pathstone Holdings’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Pathstone 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	-41,922	Closed	-$558K	–	2376
2023 Q4	$558K	Buy	+41,922	New	+$498K	﹤0.01%	1432

Other funds holding DOC

CIBC World Markets New York $20.8B AUM

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Pathstone Holdings's DOC Position: Q1 2024 in Review

Pathstone Holdings sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 41,922 shares — an estimated $558K sold.

Pathstone Holdings first reported a position in DOC in Q4 2023 and held it in 1 quarter. The position peaked at $558K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Pathstone Holdings reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Pathstone Holdings sold 41,922 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $558K.
Pathstone Holdings first reported a position in PHYSICIANS REALTY TRUST in Q4 2023 and held it in 1 quarter.
Pathstone Holdings's PHYSICIANS REALTY TRUST position peaked at $558K in Q4 2023.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

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