AM
DOC

AGF Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

AGF 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
-286,381
Closed -$3.81M – 782
2023
Q4 		$3.81M Buy
286,381
+63,896
+29% +$759K 0.02% 301
2023
Q3 		$2.71M Sell
222,485
-32,773
-13% -$453K 0.02% 440
2023
Q2 		$3.57M Buy
255,258
+24,480
+11% +$348K 0.03% 357
2023
Q1 		$3.45M Sell
230,778
-5,173
-2% -$78K 0.02% 353
2022
Q4 		$3.41M Buy
+235,951
New +$3.43M 0.02% 356

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

AGF Management's DOC Position: Q1 2024 in Review

AGF Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 286,381 shares — an estimated $3.81M sold.

AGF Management first reported a position in DOC in Q4 2022 and held it in 5 quarters. The position peaked at $3.81M in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • AGF Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • AGF Management sold 286,381 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $3.81M.
  • AGF Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and held it in 5 quarters.
  • AGF Management's PHYSICIANS REALTY TRUST position peaked at $3.81M in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on AGF Management's 13F filing for Q1 2024, filed 13 May 2024.