RBC
DOC

Romano Brothers & Co’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Romano Brothers & Co’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
-105,958
Closed -$1.41M – 313
2023
Q4 		$1.41M Sell
105,958
-25,130
-19% -$298K 0.21% 122
2023
Q3 		$1.6M Sell
131,088
-12,200
-9% -$169K 0.25% 109
2023
Q2 		$2M Buy
143,288
+3,275
+2% +$46.5K 0.3% 99
2023
Q1 		$2.09M Sell
140,013
-700
-0.5% -$10.6K 0.32% 96
2022
Q4 		$2.04M Sell
140,713
-34,000
-19% -$494K 0.31% 95
2022
Q3 		$2.62M Buy
+174,713
New +$2.95M 0.42% 79

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

Romano Brothers & Co's DOC Position: Q1 2024 in Review

Romano Brothers & Co sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 105,958 shares — an estimated $1.41M sold.

Romano Brothers & Co first reported a position in DOC in Q3 2022 and held it in 6 quarters. The position peaked at $2.62M in Q3 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Romano Brothers & Co reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Romano Brothers & Co sold 105,958 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.41M.
  • Romano Brothers & Co first reported a position in PHYSICIANS REALTY TRUST in Q3 2022 and held it in 6 quarters.
  • Romano Brothers & Co's PHYSICIANS REALTY TRUST position peaked at $2.62M in Q3 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Romano Brothers & Co's 13F filing for Q1 2024, filed 17 Apr 2024.