Private Trust Company’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Private Trust Company’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	-155	Closed	-$2.06K	–	2386
2023 Q4	$2.06K	Sell	155 -1,934	-93%	-$23K	﹤0.01%	2125
2023 Q3	$25.5K	Hold	2,089	–	–	﹤0.01%	1270
2023 Q2	$29.2K	Hold	2,089	–	–	﹤0.01%	1229
2023 Q1	$31.2K	Hold	2,089	–	–	﹤0.01%	1161
2022 Q4	$30K	Sell	2,089 -653	-24%	-$9.48K	﹤0.01%	1154
2022 Q3	$41K	Buy	2,742 +58	+2%	+$979	0.01%	962
2022 Q2	$47K	Buy	+2,684	New	+$47.4K	0.01%	958

Other funds holding DOC

CIBC World Markets New York $20.8B AUM

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

CASC

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

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

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Private Trust Company's DOC Position: Q1 2024 in Review

Private Trust Company sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 155 shares — an estimated $2.06K sold.

Private Trust Company first reported a position in DOC in Q2 2022 and held it in 7 quarters. The position peaked at $47K in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Private Trust Company reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Private Trust Company sold 155 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.06K.
Private Trust Company first reported a position in PHYSICIANS REALTY TRUST in Q2 2022 and held it in 7 quarters.
Private Trust Company's PHYSICIANS REALTY TRUST position peaked at $47K in Q2 2022.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Private Trust Company's 13F filing for Q1 2024, filed 24 Apr 2024.