AEW Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

AEW Capital 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	-42,790	Closed	-$570K	–	51
2023 Q4	$570K	Buy	42,790 +3,790	+10%	+$45K	0.02%	47
2023 Q3	$475K	Sell	39,000 -1,493,775	-97%	-$20.6M	0.02%	44
2023 Q2	$21.4M	Buy	1,532,775 +339,930	+28%	+$4.83M	0.83%	33
2023 Q1	$17.8M	Buy	1,192,845 +500,975	+72%	+$7.56M	0.67%	37
2022 Q4	$10M	Buy	+691,870	New	+$10M	0.39%	40
2021 Q2	–	Sell	-76,700	Closed	-$1.35M	–	46
2021 Q1	$1.35M	Sell	76,700 -29,100	-28%	-$516K	0.05%	44
2020 Q4	$1.88M	Hold	105,800	–	–	0.07%	41
2020 Q3	$1.9M	Buy	+105,800	New	+$1.88M	0.08%	43

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

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

AEW Capital Management's DOC Position: Q1 2024 in Review

AEW Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 42,790 shares — an estimated $570K sold.

AEW Capital Management first reported a position in DOC in Q3 2020 and held it in 8 quarters. The position peaked at $21.4M in Q2 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

AEW Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
AEW Capital Management sold 42,790 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $570K.
AEW Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2020 and held it in 8 quarters.
AEW Capital Management's PHYSICIANS REALTY TRUST position peaked at $21.4M in Q2 2023.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on AEW Capital Management's 13F filing for Q1 2024, filed 8 May 2024.