ACM
DOC
AEW Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-42,790
| Closed | -$570K | – | 51 |
|
2023
Q4 | $570K | Buy |
42,790
+3,790
| +10% | +$50.4K | 0.02% | 47 |
|
2023
Q3 | $475K | Sell |
39,000
-1,493,775
| -97% | -$18.2M | 0.02% | 44 |
|
2023
Q2 | $21.4M | Buy |
1,532,775
+339,930
| +28% | +$4.76M | 0.83% | 33 |
|
2023
Q1 | $17.8M | Buy |
1,192,845
+500,975
| +72% | +$7.48M | 0.67% | 37 |
|
2022
Q4 | $10M | Buy |
+691,870
| New | +$10M | 0.39% | 40 |
|
2021
Q2 | – | Sell |
-76,700
| Closed | -$1.36M | – | 46 |
|
2021
Q1 | $1.36M | Sell |
76,700
-29,100
| -28% | -$514K | 0.05% | 44 |
|
2020
Q4 | $1.88M | Hold |
105,800
| – | – | 0.07% | 41 |
|
2020
Q3 | $1.9M | Buy |
+105,800
| New | +$1.9M | 0.08% | 43 |
|