AMG National Trust Bank
DOC icon

AMG National Trust Bank’s PHYSICIANS REALTY TRUST DOC Stock Holding History

AMG National Trust 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
2023
Q4 		– Sell
-80,022
Closed -$975K – 453
2023
Q3 		$975K Buy
80,022
+128
+0.2% +$1.77K 0.03% 271
2023
Q2 		$1.12M Sell
79,894
-752
-0.9% -$10.7K 0.04% 258
2023
Q1 		$1.2M Buy
+80,646
New +$1.22M 0.04% 249
2019
Q2 		– Sell
-49,910
Closed -$939K – 282
2019
Q1 		$939K Sell
49,910
-23,779
-32% -$424K 0.06% 138
2018
Q4 		$1.18M Sell
73,689
-43
-0.1% -$721 0.08% 119
2018
Q3 		$1.24M Buy
73,732
+889
+1% +$14.7K 0.07% 123
2018
Q2 		$1.16M Buy
72,843
+52,195
+253% +$789K 0.07% 127
2018
Q1 		$321K Buy
20,648
+1,389
+7% +$21.8K 0.02% 205
2017
Q4 		$346K Sell
19,259
-1,034
-5% -$18.5K 0.02% 198
2017
Q3 		$360K Buy
20,293
+630
+3% +$11.6K 0.02% 194
2017
Q2 		$396K Buy
19,663
+1,524
+8% +$30.9K 0.03% 194
2017
Q1 		$360K Buy
+18,139
New +$346K 0.03% 202

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AMG National Trust Bank's DOC Position: Q4 2023 in Review

AMG National Trust Bank sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 80,022 shares — an estimated $975K sold.

AMG National Trust Bank first reported a position in DOC in Q1 2017 and held it in 12 quarters. The position peaked at $1.24M in Q3 2018. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • AMG National Trust Bank reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • AMG National Trust Bank sold 80,022 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $975K.
  • AMG National Trust Bank first reported a position in PHYSICIANS REALTY TRUST in Q1 2017 and held it in 12 quarters.
  • AMG National Trust Bank's PHYSICIANS REALTY TRUST position peaked at $1.24M in Q3 2018.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on AMG National Trust Bank's 13F filing for Q4 2023, filed 8 Feb 2024.