Ameriprise
DOC

Ameriprise’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Ameriprise’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
-1,101,871
Closed -$14.7M – 4016
2023
Q4 		$14.7M Buy
1,101,871
+77,145
+8% +$916K ﹤0.01% 1461
2023
Q3 		$12.5M Sell
1,024,726
-23,019
-2% -$318K ﹤0.01% 1527
2023
Q2 		$14.7M Sell
1,047,745
-70,303
-6% -$999K ﹤0.01% 1469
2023
Q1 		$16.7M Buy
1,118,048
+25,673
+2% +$387K 0.01% 1400
2022
Q4 		$15.8M Sell
1,092,375
-22,718
-2% -$330K 0.01% 1367
2022
Q3 		$16.8M Buy
1,115,093
+128,757
+13% +$2.17M 0.01% 1290
2022
Q2 		$17.2M Sell
986,336
-128,430
-12% -$2.27M 0.01% 1321
2022
Q1 		$19.2M Buy
1,114,766
+749
+0.1% +$13.2K 0.01% 1384
2021
Q4 		$20.9M Buy
1,114,017
+16,544
+2% +$305K 0.01% 1372
2021
Q3 		$19.3M Sell
1,097,473
-7,156
-0.6% -$132K 0.01% 1289
2021
Q2 		$20.4M Buy
1,104,629
+139,095
+14% +$2.59M 0.01% 1340
2021
Q1 		$17.1M Sell
965,534
-79,151
-8% -$1.4M 0.01% 1449
2020
Q4 		$18.6M Buy
1,044,685
+49,866
+5% +$893K 0.01% 1276
2020
Q3 		$17.8M Sell
994,819
-2,707
-0.3% -$48.2K 0.01% 1151
2020
Q2 		$17.5M Buy
997,526
+362,460
+57% +$5.91M 0.01% 1140
2020
Q1 		$8.85M Buy
635,066
+398,617
+169% +$7.33M ﹤0.01% 1476
2019
Q4 		$4.48M Sell
236,449
-68,903
-23% -$1.26M ﹤0.01% 2300
2019
Q3 		$5.42M Sell
305,352
-209,964
-41% -$3.65M ﹤0.01% 2156
2019
Q2 		$8.99M Buy
515,316
+236,599
+85% +$4.3M ﹤0.01% 1818
2019
Q1 		$5.24M Buy
278,717
+88,776
+47% +$1.58M ﹤0.01% 2191
2018
Q4 		$3.05M Buy
189,941
+19,810
+12% +$332K ﹤0.01% 2437
2018
Q3 		$2.87M Buy
170,131
+30,493
+22% +$506K ﹤0.01% 2659
2018
Q2 		$2.23M Sell
139,638
-7,864
-5% -$119K ﹤0.01% 2695
2018
Q1 		$2.3M Buy
147,502
+12,871
+10% +$202K ﹤0.01% 2642
2017
Q4 		$2.42M Buy
134,631
+101,643
+308% +$1.82M ﹤0.01% 2567
2017
Q3 		$584K Sell
32,988
-2,560
-7% -$47.2K ﹤0.01% 3166
2017
Q2 		$716K Sell
35,548
-461,102
-93% -$9.36M ﹤0.01% 3091
2017
Q1 		$9.87M Sell
496,650
-2,657
-0.5% -$50.7K 0.01% 1531
2016
Q4 		$9.47M Sell
499,307
-42,405
-8% -$803K 0.01% 1574
2016
Q3 		$11.7M Buy
541,712
+209,587
+63% +$4.43M 0.01% 1332
2016
Q2 		$6.98M Buy
332,125
+299,102
+906% +$5.73M ﹤0.01% 1689
2016
Q1 		$613K Sell
33,023
-216,835
-87% -$3.74M ﹤0.01% 3074
2015
Q4 		$4.21M Sell
249,858
-63,299
-20% -$1.01M ﹤0.01% 2144
2015
Q3 		$4.72M Sell
313,157
-257,407
-45% -$3.96M ﹤0.01% 2049
2015
Q2 		$8.76M Sell
570,564
-73,757
-11% -$1.22M 0.01% 1717
2015
Q1 		$11.3M Sell
644,321
-543,837
-46% -$9.18M 0.01% 1454
2014
Q4 		$19.7M Sell
1,188,158
-83,679
-7% -$1.28M 0.01% 973
2014
Q3 		$17.5M Buy
1,271,837
+152,338
+14% +$2.18M 0.01% 1053
2014
Q2 		$16.1M Buy
1,119,499
+396,927
+55% +$5.42M 0.01% 1190
2014
Q1 		$10.1M Sell
722,572
-20,818
-3% -$271K 0.01% 1516
2013
Q4 		$9.47M Sell
743,390
-21,559
-3% -$266K 0.01% 1548
2013
Q3 		$9.27M Buy
+764,949
New +$8.93M 0.01% 1514

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

Ameriprise's DOC Position: Q1 2024 in Review

Ameriprise sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,101,871 shares — an estimated $14.7M sold.

Ameriprise first reported a position in DOC in Q3 2013 and held it in 42 quarters. The position peaked at $20.9M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Ameriprise reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Ameriprise sold 1,101,871 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $14.7M.
  • Ameriprise first reported a position in PHYSICIANS REALTY TRUST in Q3 2013 and held it in 42 quarters.
  • Ameriprise's PHYSICIANS REALTY TRUST position peaked at $20.9M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Ameriprise's 13F filing for Q1 2024, filed 15 May 2024.