Amundi
DOC

Amundi’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Amundi’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
-154,621
Closed -$2.04M – 2106
2023
Q4 		$2.04M Sell
154,621
-25,437
-14% -$302K ﹤0.01% 1196
2023
Q3 		$2.09M Hold
180,058
– – ﹤0.01% 1161
2023
Q2 		$2.51M Buy
180,058
+12,765
+8% +$181K ﹤0.01% 1116
2023
Q1 		$2.42M Buy
167,293
+20,054
+14% +$303K ﹤0.01% 1129
2022
Q4 		$2.23M Buy
147,239
+17,324
+13% +$252K ﹤0.01% 1176
2022
Q3 		$1.9M Buy
129,915
+8,665
+7% +$146K ﹤0.01% 1159
2022
Q2 		$2.01M Sell
121,250
-11,908
-9% -$210K ﹤0.01% 1084
2022
Q1 		$2.35M Sell
133,158
-95,615
-42% -$1.68M ﹤0.01% 1094
2021
Q4 		$4.29M Buy
228,773
+102,837
+82% +$1.89M ﹤0.01% 1030
2021
Q3 		$2.22M Sell
125,936
-12,879
-9% -$238K ﹤0.01% 1174
2021
Q2 		$2.56M Buy
+138,815
New +$2.58M ﹤0.01% 1119

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

Amundi's DOC Position: Q1 2024 in Review

Amundi sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 154,621 shares — an estimated $2.04M sold.

Amundi first reported a position in DOC in Q2 2021 and held it in 11 quarters. The position peaked at $4.29M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Amundi reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Amundi sold 154,621 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.04M.
  • Amundi first reported a position in PHYSICIANS REALTY TRUST in Q2 2021 and held it in 11 quarters.
  • Amundi's PHYSICIANS REALTY TRUST position peaked at $4.29M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

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