SS
DOC

Sunbelt Securities’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sunbelt Securities’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
-1,813
Closed -$24.1K – 1813
2023
Q4 		$24.1K Hold
1,813
– – ﹤0.01% 980
2023
Q3 		$22.1K Buy
1,813
+1
+0.1% +$14 ﹤0.01% 991
2023
Q2 		$25.4K Hold
1,812
– – ﹤0.01% 960
2023
Q1 		$26.8K Buy
+1,812
New +$27.3K ﹤0.01% 882

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sunbelt Securities's DOC Position: Q1 2024 in Review

Sunbelt Securities sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,813 shares — an estimated $24.1K sold.

Sunbelt Securities first reported a position in DOC in Q1 2023 and held it in 4 quarters. The position peaked at $26.8K in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Sunbelt Securities reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Sunbelt Securities sold 1,813 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $24.1K.
  • Sunbelt Securities first reported a position in PHYSICIANS REALTY TRUST in Q1 2023 and held it in 4 quarters.
  • Sunbelt Securities's PHYSICIANS REALTY TRUST position peaked at $26.8K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Sunbelt Securities's 13F filing for Q1 2024, filed 15 Apr 2024.