Physician Wealth Advisors
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Physician Wealth Advisors’s One Liberty Properties OLP Stock Holding History

Physician Wealth Advisors’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.29K Buy
104
+37
+55% +$890 ﹤0.01% 1505
2026
Q2 		$1.64K Buy
+67
New +$1.57K ﹤0.01% 1592
2026
Q1 		– Sell
-43
Closed -$873 – 2190
2025
Q4 		$873 Buy
+43
New +$889 ﹤0.01% 1681
2025
Q3 		– Sell
-50
Closed -$1.19K – 1999
2025
Q2 		$1.19K Hold
50
– – ﹤0.01% 1281
2025
Q1 		$1.31K Hold
50
– – ﹤0.01% 958
2024
Q4 		$1.36K Buy
+50
New +$1.4K ﹤0.01% 893

Other funds holding OLP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Physician Wealth Advisors's OLP Position: Q3 2026 in Review

Physician Wealth Advisors increased its One Liberty Properties (OLP) stake by 55% in Q3 2026, buying an estimated $890 and bringing the position to 104 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Physician Wealth Advisors first reported a position in OLP in Q4 2024 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold OLP as of Q3 2026.

  • Physician Wealth Advisors held 104 shares of One Liberty Properties worth $2.29K as of Q3 2026.
  • Physician Wealth Advisors bought 37 One Liberty Properties shares in Q3 2026, an estimated $890.
  • One Liberty Properties made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1505 holding.
  • Physician Wealth Advisors first reported a position in One Liberty Properties in Q4 2024 and has held it in 6 quarters since.
  • 63 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.