PTC
DOC

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

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

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.