SWM
DOC

Spire Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Spire Wealth Management’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
-1,105
Closed -$14.4K – 2444
2023
Q4 		$14.4K Buy
1,105
+40
+4% +$475 ﹤0.01% 1638
2023
Q3 		$13K Buy
1,065
+17
+2% +$235 ﹤0.01% 1652
2023
Q2 		$14.7K Buy
1,048
+16
+2% +$227 ﹤0.01% 1700
2023
Q1 		$15.4K Buy
1,032
+15
+1% +$226 ﹤0.01% 1713
2022
Q4 		$15K Buy
1,017
+17
+2% +$247 ﹤0.01% 1488
2022
Q3 		$15K Buy
+1,000
New +$16.9K ﹤0.01% 1456

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

Spire Wealth Management's DOC Position: Q1 2024 in Review

Spire Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,105 shares — an estimated $14.4K sold.

Spire Wealth Management first reported a position in DOC in Q3 2022 and held it in 6 quarters. The position peaked at $15.4K in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Spire Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 1,105 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $14.4K.
  • Spire Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2022 and held it in 6 quarters.
  • Spire Wealth Management's PHYSICIANS REALTY TRUST position peaked at $15.4K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.