SIS
DOC

Sound Income Strategies’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sound Income Strategies’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
-1,431
Closed -$19K – 1474
2023
Q4 		$19K Hold
1,431
– – ﹤0.01% 598
2023
Q3 		$17.4K Hold
1,431
– – ﹤0.01% 468
2023
Q2 		$20K Hold
1,431
– – ﹤0.01% 433
2023
Q1 		$21.4K Hold
1,431
– – ﹤0.01% 412
2022
Q4 		$20.7K Sell
1,431
-109
-7% -$1.58K ﹤0.01% 387
2022
Q3 		$23K Buy
1,540
+420
+38% +$7.09K ﹤0.01% 342
2022
Q2 		$20K Buy
1,120
+68
+6% +$1.2K ﹤0.01% 352
2022
Q1 		$18K Buy
1,052
+63
+6% +$1.11K ﹤0.01% 377
2021
Q4 		$19K Buy
989
+137
+16% +$2.52K ﹤0.01% 380
2021
Q3 		$15K Hold
852
– – ﹤0.01% 395
2021
Q2 		$16K Sell
852
-621
-42% -$11.6K ﹤0.01% 395
2021
Q1 		$26K Hold
1,473
– – ﹤0.01% 318
2020
Q4 		$26K Buy
1,473
+621
+73% +$11.1K 0.01% 285
2020
Q3 		$15K Hold
852
– – ﹤0.01% 341
2020
Q2 		$15K Buy
+852
New +$13.9K ﹤0.01% 323
2018
Q4 		– Sell
-500
Closed -$8K – 873
2018
Q3 		$8K Hold
500
– – ﹤0.01% 400
2018
Q2 		$8K Buy
+500
New +$7.56K ﹤0.01% 368

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

Sound Income Strategies's DOC Position: Q1 2024 in Review

Sound Income Strategies sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,431 shares — an estimated $19K sold.

Sound Income Strategies first reported a position in DOC in Q2 2018 and held it in 17 quarters. The position peaked at $26K in Q1 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Sound Income Strategies reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Sound Income Strategies sold 1,431 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $19K.
  • Sound Income Strategies first reported a position in PHYSICIANS REALTY TRUST in Q2 2018 and held it in 17 quarters.
  • Sound Income Strategies's PHYSICIANS REALTY TRUST position peaked at $26K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Sound Income Strategies's 13F filing for Q1 2024, filed 15 Apr 2024.