SOAMC
DOC

Spirit of America Management Corp’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Spirit of America Management Corp’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
-11,350
Closed -$151K – 288
2023
Q4 		$151K Hold
11,350
– – 0.03% 225
2023
Q3 		$138K Sell
11,350
-3,000
-21% -$41.5K 0.03% 203
2023
Q2 		$201K Sell
14,350
-4,000
-22% -$56.8K 0.05% 192
2023
Q1 		$274K Hold
18,350
– – 0.06% 169
2022
Q4 		$266K Hold
18,350
– – 0.06% 174
2022
Q3 		$276K Buy
18,350
+500
+3% +$8.44K 0.07% 178
2022
Q2 		$312K Hold
17,850
– – 0.07% 173
2022
Q1 		$313K Hold
17,850
– – 0.06% 182
2021
Q4 		$336K Hold
17,850
– – 0.07% 177
2021
Q3 		$314K Buy
17,850
+10,000
+127% +$185K 0.07% 184
2021
Q2 		$145K Buy
7,850
+850
+12% +$15.8K 0.03% 212
2021
Q1 		$123K Buy
7,000
+2,500
+56% +$44.4K 0.03% 206
2020
Q4 		$81K Buy
4,500
+3,000
+200% +$53.7K 0.02% 209
2020
Q3 		$27K Buy
+1,500
New +$26.7K 0.01% 221

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 $604M AUM 64.38% 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

Spirit of America Management Corp's DOC Position: Q1 2024 in Review

Spirit of America Management Corp sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 11,350 shares — an estimated $151K sold.

Spirit of America Management Corp first reported a position in DOC in Q3 2020 and held it in 14 quarters. The position peaked at $336K in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Spirit of America Management Corp reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Spirit of America Management Corp sold 11,350 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $151K.
  • Spirit of America Management Corp first reported a position in PHYSICIANS REALTY TRUST in Q3 2020 and held it in 14 quarters.
  • Spirit of America Management Corp's PHYSICIANS REALTY TRUST position peaked at $336K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Spirit of America Management Corp's 13F filing for Q1 2024, filed 17 Apr 2024.