PWA
DOC

Provenance Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Provenance Wealth Advisors’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
-53
Closed -$705 – 635
2023
Q4 		$705 Sell
53
-1
-2% -$12 ﹤0.01% 558
2023
Q3 		$658 Buy
+54
New +$746 ﹤0.01% 445

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Provenance Wealth Advisors's DOC Position: Q1 2024 in Review

Provenance Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 53 shares — an estimated $705 sold.

Provenance Wealth Advisors first reported a position in DOC in Q3 2023 and held it in 2 quarters. The position peaked at $705 in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Provenance Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 53 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $705.
  • Provenance Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2023 and held it in 2 quarters.
  • Provenance Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $705 in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Provenance Wealth Advisors's 13F filing for Q1 2024, filed 15 Aug 2025.