RWP
DOC

RWA Wealth Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

RWA Wealth Partners’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
-38,094
Closed -$507K – 552
2023
Q4 		$507K Sell
38,094
-4,000
-10% -$47.5K 0.01% 380
2023
Q3 		$513K Buy
42,094
+1,000
+2% +$13.8K 0.01% 263
2023
Q2 		$575K Buy
+41,094
New +$584K 0.01% 218

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

RWA Wealth Partners's DOC Position: Q1 2024 in Review

RWA Wealth Partners sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 38,094 shares — an estimated $507K sold.

RWA Wealth Partners first reported a position in DOC in Q2 2023 and held it in 3 quarters. The position peaked at $575K in Q2 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • RWA Wealth Partners reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 38,094 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $507K.
  • RWA Wealth Partners first reported a position in PHYSICIANS REALTY TRUST in Q2 2023 and held it in 3 quarters.
  • RWA Wealth Partners's PHYSICIANS REALTY TRUST position peaked at $575K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on RWA Wealth Partners's 13F filing for Q1 2024, filed 29 Apr 2024.