Smithfield Trust’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Smithfield Trust’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	-700	Closed	-$9K	–	1092
2023 Q4	$9K	Hold	700	–	–	﹤0.01%	850
2023 Q3	$9K	Hold	700	–	–	﹤0.01%	832
2023 Q2	$10K	Hold	700	–	–	﹤0.01%	834
2023 Q1	$10K	Hold	700	–	–	﹤0.01%	794
2022 Q4	$10K	Hold	700	–	–	﹤0.01%	788
2022 Q3	$11K	Hold	700	–	–	﹤0.01%	767
2022 Q2	$12K	Hold	700	–	–	﹤0.01%	785
2022 Q1	$12K	Hold	700	–	–	﹤0.01%	819
2021 Q4	$13K	Hold	700	–	–	﹤0.01%	806
2021 Q3	$12K	Hold	700	–	–	﹤0.01%	813
2021 Q2	$13K	Hold	700	–	–	﹤0.01%	784
2021 Q1	$12K	Hold	700	–	–	﹤0.01%	804
2020 Q4	$12K	Hold	700	–	–	﹤0.01%	785
2020 Q3	$13K	Hold	700	–	–	﹤0.01%	722
2020 Q2	$12K	Buy	+700	New	+$11.4K	﹤0.01%	718
2018 Q2	–	Sell	-694	Closed	-$11K	–	1089
2018 Q1	$11K	Buy	+694	New	+$10.9K	﹤0.01%	715

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

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

Smithfield Trust's DOC Position: Q1 2024 in Review

Smithfield Trust sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 700 shares — an estimated $9K sold.

Smithfield Trust first reported a position in DOC in Q1 2018 and held it in 16 quarters. The position peaked at $13K in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Smithfield Trust reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Smithfield Trust sold 700 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $9K.
Smithfield Trust first reported a position in PHYSICIANS REALTY TRUST in Q1 2018 and held it in 16 quarters.
Smithfield Trust's PHYSICIANS REALTY TRUST position peaked at $13K in Q4 2021.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Smithfield Trust's 13F filing for Q1 2024, filed 7 May 2024.