AB
DOC

Amalgamated Bank’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Amalgamated Bank’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
-136,805
Closed -$1.82M – 3011
2023
Q4 		$1.82M Buy
136,805
+854
+0.6% +$10.1K 0.01% 949
2023
Q3 		$1.66M Sell
135,951
-6,510
-5% -$90K 0.01% 940
2023
Q2 		$1.99M Sell
142,461
-1,989
-1% -$28.3K 0.02% 889
2023
Q1 		$2.16M Sell
144,450
-9,690
-6% -$146K 0.02% 832
2022
Q4 		$2.23M Buy
154,140
+4,374
+3% +$63.5K 0.02% 859
2022
Q3 		$2.25M Buy
149,766
+3,856
+3% +$65.1K 0.02% 787
2022
Q2 		$2.55M Buy
145,910
+5,434
+4% +$95.9K 0.02% 778
2022
Q1 		$2.46M Sell
140,476
-6,169
-4% -$108K 0.02% 840
2021
Q4 		$2.76M Buy
146,645
+2,886
+2% +$53.2K 0.02% 794
2021
Q3 		$2.53M Sell
143,759
-14,893
-9% -$275K 0.02% 823
2021
Q2 		$2.93M Buy
158,652
+140,005
+751% +$2.6M 0.02% 789
2021
Q1 		$329K Sell
18,647
-1,234
-6% -$21.9K 0.01% 1216
2020
Q4 		$354K Buy
19,881
+184
+0.9% +$3.29K 0.01% 1142
2020
Q3 		$353K Buy
19,697
+372
+2% +$6.63K 0.02% 1027
2020
Q2 		$339K Sell
19,325
-9,734
-33% -$159K 0.02% 1041
2020
Q1 		$405K Sell
29,059
-672
-2% -$12.4K 0.01% 1000
2019
Q4 		$563K Buy
29,731
+2,720
+10% +$49.9K 0.01% 1056
2019
Q3 		$479K Sell
27,011
-504
-2% -$8.75K 0.01% 1062
2019
Q2 		$480K Buy
27,515
+2,202
+9% +$40K 0.01% 1096
2019
Q1 		$476K Buy
25,313
+1,094
+5% +$19.5K 0.01% 1021
2018
Q4 		$388K Sell
24,219
-399
-2% -$6.69K 0.01% 1049
2018
Q3 		$415K Sell
24,618
-246
-1% -$4.08K 0.01% 1006
2018
Q2 		$396K Buy
24,864
+957
+4% +$14.5K 0.01% 1154
2018
Q1 		$372K Sell
23,907
-463
-2% -$7.26K 0.01% 1111
2017
Q4 		$438K Buy
24,370
+1,662
+7% +$29.8K 0.01% 1060
2017
Q3 		$403K Buy
22,708
+3,757
+20% +$69.3K 0.01% 1048
2017
Q2 		$382K Buy
18,951
+1,392
+8% +$28.3K 0.01% 1068
2017
Q1 		$349K Buy
17,559
+791
+5% +$15.1K 0.02% 1044
2016
Q4 		$318K Buy
16,768
+2,226
+15% +$42.2K 0.01% 1103
2016
Q3 		$313K Buy
14,542
+33
+0.2% +$698 0.02% 990
2016
Q2 		$305K Buy
14,509
+2,862
+25% +$54.9K 0.02% 999
2016
Q1 		$216K Buy
+11,647
New +$201K 0.02% 1096

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

Amalgamated Bank's DOC Position: Q1 2024 in Review

Amalgamated Bank sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 136,805 shares — an estimated $1.82M sold.

Amalgamated Bank first reported a position in DOC in Q1 2016 and held it in 32 quarters. The position peaked at $2.93M in Q2 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Amalgamated Bank reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Amalgamated Bank sold 136,805 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.82M.
  • Amalgamated Bank first reported a position in PHYSICIANS REALTY TRUST in Q1 2016 and held it in 32 quarters.
  • Amalgamated Bank's PHYSICIANS REALTY TRUST position peaked at $2.93M in Q2 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Amalgamated Bank's 13F filing for Q1 2024, filed 23 Apr 2024.