AAM
DOC

Advisors Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Advisors Asset Management’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
-152,890
Closed -$2.03M – 1454
2023
Q4 		$2.03M Sell
152,890
-14,178
-8% -$168K 0.04% 527
2023
Q3 		$2.04M Sell
167,068
-13,315
-7% -$184K 0.04% 499
2023
Q2 		$2.52M Sell
180,383
-4,244
-2% -$60.3K 0.05% 444
2023
Q1 		$2.76M Buy
184,627
+5,936
+3% +$89.5K 0.06% 414
2022
Q4 		$2.59M Buy
178,691
+24,538
+16% +$356K 0.05% 427
2022
Q3 		$2.32M Buy
154,153
+37,995
+33% +$641K 0.05% 452
2022
Q2 		$2.03M Buy
116,158
+28,448
+32% +$502K 0.04% 510
2022
Q1 		$1.54M Buy
87,710
+31,328
+56% +$550K 0.02% 672
2021
Q4 		$1.06M Buy
56,382
+31,572
+127% +$582K 0.02% 816
2021
Q3 		$437K Buy
+24,810
New +$459K 0.01% 1053
2017
Q4 		– Sell
-25,899
Closed -$459K – 1565
2017
Q3 		$459K Sell
25,899
-32,440
-56% -$599K 0.01% 1083
2017
Q2 		$1.18M Sell
58,339
-24,686
-30% -$501K 0.02% 814
2017
Q1 		$1.65M Sell
83,025
-27,064
-25% -$517K 0.03% 696
2016
Q4 		$2.09M Buy
110,089
+3,468
+3% +$65.7K 0.03% 629
2016
Q3 		$2.3M Buy
106,621
+26,698
+33% +$565K 0.04% 585
2016
Q2 		$1.68M Buy
79,923
+31,220
+64% +$599K 0.03% 703
2016
Q1 		$905K Buy
48,703
+19,829
+69% +$342K 0.02% 897
2015
Q4 		$487K Sell
28,874
-1,793
-6% -$28.5K 0.01% 1140
2015
Q3 		$463K Buy
30,667
+5,210
+20% +$80.1K 0.01% 1107
2015
Q2 		$391K Buy
25,457
+11,929
+88% +$198K 0.01% 1201
2015
Q1 		$238K Buy
+13,528
New +$228K ﹤0.01% 1300

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

Advisors Asset Management's DOC Position: Q1 2024 in Review

Advisors Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 152,890 shares — an estimated $2.03M sold.

Advisors Asset Management first reported a position in DOC in Q1 2015 and held it in 21 quarters. The position peaked at $2.76M in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Advisors Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Advisors Asset Management sold 152,890 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.03M.
  • Advisors Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2015 and held it in 21 quarters.
  • Advisors Asset Management's PHYSICIANS REALTY TRUST position peaked at $2.76M in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Advisors Asset Management's 13F filing for Q1 2024, filed 14 May 2024.