Valeo Financial Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Valeo Financial 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	-18,500	Closed	-$246K	–	722
2023 Q4	$246K	Hold	18,500	–	–	0.01%	552
2023 Q3	$226K	Sell	18,500 -183	-1%	-$2.53K	0.01%	533
2023 Q2	$261K	Buy	18,683 +183	+1%	+$2.6K	0.01%	464
2023 Q1	$276K	Hold	18,500	–	–	0.01%	464
2022 Q4	$268K	Sell	18,500 -60	-0.3%	-$872	0.01%	417
2022 Q3	$279K	Sell	18,560 -5,075	-21%	-$85.7K	0.02%	369
2022 Q2	$412K	Buy	23,635 +75	+0.3%	+$1.32K	0.03%	282
2022 Q1	$413K	Hold	23,560	–	–	0.02%	371
2021 Q4	$444K	Buy	23,560 +60	+0.3%	+$1.11K	0.02%	333
2021 Q3	$414K	Hold	23,500	–	–	0.02%	342
2021 Q2	$434K	Hold	23,500	–	–	0.03%	286
2021 Q1	$415K	Hold	23,500	–	–	0.02%	294
2020 Q4	$418K	Hold	23,500	–	–	0.02%	272
2020 Q3	$421K	Hold	23,500	–	–	0.04%	210
2020 Q2	$412K	Buy	+23,500	New	+$383K	0.04%	209

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

Valeo Financial Advisors's DOC Position: Q1 2024 in Review

Valeo Financial Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 18,500 shares — an estimated $246K sold.

Valeo Financial Advisors first reported a position in DOC in Q2 2020 and held it in 15 quarters. The position peaked at $444K in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Valeo Financial Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Valeo Financial Advisors sold 18,500 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $246K.
Valeo Financial Advisors first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and held it in 15 quarters.
Valeo Financial Advisors's PHYSICIANS REALTY TRUST position peaked at $444K in Q4 2021.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Valeo Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.