TA
DOC

Tectonic Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Tectonic Advisors’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
-292,417
Closed -$3.89M – 308
2023
Q4 		$3.89M Buy
292,417
+41,117
+16% +$488K 0.33% 68
2023
Q3 		$3.06M Buy
251,300
+60,766
+32% +$840K 0.29% 74
2023
Q2 		$2.67M Buy
190,534
+37,590
+25% +$534K 0.33% 74
2023
Q1 		$2.28M Buy
+152,944
New +$2.31M 0.31% 76

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

Tectonic Advisors's DOC Position: Q1 2024 in Review

Tectonic Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 292,417 shares — an estimated $3.89M sold.

Tectonic Advisors first reported a position in DOC in Q1 2023 and held it in 4 quarters. The position peaked at $3.89M in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Tectonic Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Tectonic Advisors sold 292,417 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $3.89M.
  • Tectonic Advisors first reported a position in PHYSICIANS REALTY TRUST in Q1 2023 and held it in 4 quarters.
  • Tectonic Advisors's PHYSICIANS REALTY TRUST position peaked at $3.89M in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Tectonic Advisors's 13F filing for Q1 2024, filed 7 May 2024.