WA
DOC

WealthTrust Axiom’s PHYSICIANS REALTY TRUST DOC Stock Holding History

WealthTrust Axiom’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
-14,650
Closed -$195K – 270
2023
Q4 		$195K Sell
14,650
-1,500
-9% -$17.8K 0.07% 222
2023
Q3 		$197K Hold
16,150
– – 0.07% 210
2023
Q2 		$226K Hold
16,150
– – 0.07% 210
2023
Q1 		$241K Buy
16,150
+500
+3% +$7.54K 0.08% 200
2022
Q4 		$226K Buy
15,650
+150
+1% +$2.18K 0.08% 193
2022
Q3 		$233K Buy
15,500
+500
+3% +$8.44K 0.09% 190
2022
Q2 		$261K Hold
15,000
– – 0.09% 181
2022
Q1 		$263K Hold
15,000
– – 0.08% 193
2021
Q4 		$282K Buy
+15,000
New +$276K 0.09% 186

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

WealthTrust Axiom's DOC Position: Q1 2024 in Review

WealthTrust Axiom sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 14,650 shares — an estimated $195K sold.

WealthTrust Axiom first reported a position in DOC in Q4 2021 and held it in 9 quarters. The position peaked at $282K in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • WealthTrust Axiom reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • WealthTrust Axiom sold 14,650 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $195K.
  • WealthTrust Axiom first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 9 quarters.
  • WealthTrust Axiom's PHYSICIANS REALTY TRUST position peaked at $282K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on WealthTrust Axiom's 13F filing for Q1 2024, filed 10 May 2024.