SWP
DOC

Stratos Wealth Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Stratos Wealth Partners’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
-10,087
Closed -$134K – 1468
2023
Q4 		$134K Buy
+10,087
New +$120K ﹤0.01% 1309
2018
Q4 		– Sell
-130
Closed -$2K – 3080
2018
Q3 		$2K Buy
+130
New +$2.15K ﹤0.01% 2794
2018
Q2 		– Sell
-8,150
Closed -$127K – 3208
2018
Q1 		$127K Buy
8,150
+7,957
+4,123% +$125K 0.01% 1073
2017
Q4 		$3K Buy
+193
New +$3.46K ﹤0.01% 2579

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

Stratos Wealth Partners's DOC Position: Q1 2024 in Review

Stratos Wealth Partners sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 10,087 shares — an estimated $134K sold.

Stratos Wealth Partners first reported a position in DOC in Q4 2017 and held it in 4 quarters. The position peaked at $134K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Stratos Wealth Partners reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 10,087 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $134K.
  • Stratos Wealth Partners first reported a position in PHYSICIANS REALTY TRUST in Q4 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's PHYSICIANS REALTY TRUST position peaked at $134K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.