AAMU
DOC

APG Asset Management US’s PHYSICIANS REALTY TRUST DOC Stock Holding History

APG Asset Management US’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
-108,919
Closed -$1.45M – 195
2023
Q4 		$1.45M Buy
+108,919
New +$1.29M 0.01% 183
2016
Q1 		– Sell
-2,608,949
Closed -$44M – 51
2015
Q4 		$44M Buy
2,608,949
+1,100,000
+73% +$17.5M 0.37% 37
2015
Q3 		$22.8M Buy
1,508,949
+629,449
+72% +$9.67M 0.2% 63
2015
Q2 		$13.5M Buy
879,500
+529,500
+151% +$8.77M 0.12% 66
2015
Q1 		$6.16M Buy
+350,000
New +$5.91M 0.05% 70

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

APG Asset Management US's DOC Position: Q1 2024 in Review

APG Asset Management US sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 108,919 shares — an estimated $1.45M sold.

APG Asset Management US first reported a position in DOC in Q1 2015 and held it in 5 quarters. The position peaked at $44M in Q4 2015. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • APG Asset Management US reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • APG Asset Management US sold 108,919 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.45M.
  • APG Asset Management US first reported a position in PHYSICIANS REALTY TRUST in Q1 2015 and held it in 5 quarters.
  • APG Asset Management US's PHYSICIANS REALTY TRUST position peaked at $44M in Q4 2015.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on APG Asset Management US's 13F filing for Q1 2024, filed 14 May 2024.