SWA
DOC

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

SFMG 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
-197,420
Closed -$2.63M – 297
2023
Q4 		$2.63M Sell
197,420
-98,003
-33% -$1.16M 0.24% 56
2023
Q3 		$3.6M Buy
295,423
+9,515
+3% +$132K 0.37% 36
2023
Q2 		$4M Sell
285,908
-3,636
-1% -$51.7K 0.41% 31
2023
Q1 		$4.32M Buy
289,544
+11,592
+4% +$175K 0.47% 31
2022
Q4 		$4.02M Sell
277,952
-17,142
-6% -$249K 0.45% 31
2022
Q3 		$4.06M Buy
295,094
+30,603
+12% +$517K 0.47% 28
2022
Q2 		$4.62M Buy
264,491
+39,558
+18% +$698K 0.54% 25
2022
Q1 		$3.94M Buy
224,933
+24,253
+12% +$426K 0.39% 39
2021
Q4 		$3.78M Buy
200,680
+5,100
+3% +$94K 0.37% 39
2021
Q3 		$3.45M Buy
195,580
+150
+0.1% +$2.77K 0.38% 37
2021
Q2 		$3.61M Buy
195,430
+3,400
+2% +$63.2K 0.4% 33
2021
Q1 		$3.39M Sell
192,030
-1,100
-0.6% -$19.5K 0.39% 33
2020
Q4 		$3.44M Sell
193,130
-200
-0.1% -$3.58K 0.44% 30
2020
Q3 		$3.46M Buy
193,330
+150
+0.1% +$2.67K 0.48% 26
2020
Q2 		$3.38M Buy
193,180
+62,450
+48% +$1.02M 0.48% 26
2020
Q1 		$1.82M Sell
130,730
-100,893
-44% -$1.85M 0.27% 30
2019
Q4 		$4.39M Buy
231,623
+10,216
+5% +$187K 0.54% 21
2019
Q3 		$3.93M Buy
221,407
+500
+0.2% +$8.68K 0.53% 19
2019
Q2 		$3.79M Buy
220,907
+51,957
+31% +$945K 0.51% 17
2019
Q1 		$3.18M Buy
168,950
+1,450
+0.9% +$25.8K 0.46% 21
2018
Q4 		$2.69M Buy
167,500
+9,150
+6% +$153K 0.43% 23
2018
Q3 		$2.59M Buy
158,350
+5,480
+4% +$90.8K 0.4% 22
2018
Q2 		$2.44M Buy
152,870
+47,050
+44% +$711K 0.4% 23
2018
Q1 		$1.65M Buy
105,820
+15,370
+17% +$241K 0.28% 29
2017
Q4 		$1.63M Buy
90,450
+1,060
+1% +$19K 0.27% 30
2017
Q3 		$1.58M Buy
89,390
+5,740
+7% +$106K 0.31% 30
2017
Q2 		$1.69M Buy
83,650
+6,320
+8% +$128K 0.35% 28
2017
Q1 		$1.54M Buy
77,330
+3,370
+5% +$64.4K 0.31% 29
2016
Q4 		$1.4M Buy
73,960
+7,730
+12% +$146K 0.3% 33
2016
Q3 		$1.43M Sell
66,230
-1,120
-2% -$23.7K 0.31% 38
2016
Q2 		$1.42M Sell
67,350
-550
-0.8% -$10.5K 0.32% 36
2016
Q1 		$1.26M Buy
67,900
+70
+0.1% +$1.21K 0.28% 40
2015
Q4 		$1.14M Sell
67,830
-320
-0.5% -$5.09K 0.26% 49
2015
Q3 		$1.03M Buy
+68,150
New +$1.05M 0.25% 49

Other funds holding DOC

CWM
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 $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

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

SFMG Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 197,420 shares — an estimated $2.63M sold.

SFMG Wealth Advisors first reported a position in DOC in Q3 2015 and held it in 34 quarters. The position peaked at $4.62M in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • SFMG Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • SFMG Wealth Advisors sold 197,420 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.63M.
  • SFMG Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2015 and held it in 34 quarters.
  • SFMG Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $4.62M in Q2 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on SFMG Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.