WA
DOC

Waddell & Associates’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Waddell & Associates’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
-15,475
Closed -$206K – 156
2023
Q4 		$206K Sell
15,475
-2,525
-14% -$30K 0.03% 145
2023
Q3 		$219K Hold
18,000
– – 0.03% 160
2023
Q2 		$252K Sell
18,000
-5,665
-24% -$80.5K 0.04% 149
2023
Q1 		$353K Buy
+23,665
New +$357K 0.06% 101
2022
Q4 		– Sell
-23,615
Closed -$355K – 157
2022
Q3 		$355K Sell
23,615
-585
-2% -$9.88K 0.07% 87
2022
Q2 		$422K Buy
24,200
+3,870
+19% +$68.3K 0.09% 74
2022
Q1 		$357K Hold
20,330
– – 0.06% 89
2021
Q4 		$383K Buy
20,330
+4,750
+30% +$87.5K 0.06% 85
2021
Q3 		$275K Hold
15,580
– – 0.05% 89
2021
Q2 		$288 Buy
+15,580
New +$290K 0.04% 100

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

Waddell & Associates's DOC Position: Q1 2024 in Review

Waddell & Associates sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 15,475 shares — an estimated $206K sold.

Waddell & Associates first reported a position in DOC in Q2 2021 and held it in 10 quarters. The position peaked at $422K in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Waddell & Associates reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Waddell & Associates sold 15,475 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $206K.
  • Waddell & Associates first reported a position in PHYSICIANS REALTY TRUST in Q2 2021 and held it in 10 quarters.
  • Waddell & Associates's PHYSICIANS REALTY TRUST position peaked at $422K in Q2 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Waddell & Associates's 13F filing for Q1 2024, filed 8 May 2024.