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

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 $604M AUM 64.38% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

CASC

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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.