Atlantic Union Bankshares
DOC icon

Atlantic Union Bankshares’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Atlantic Union Bankshares’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
-23,875
Closed -$318K – 289
2023
Q4 		$318K Hold
23,875
– – 0.03% 244
2023
Q3 		$291K Hold
23,875
– – 0.03% 241
2023
Q2 		$334K Hold
23,875
– – 0.03% 242
2023
Q1 		$356K Hold
23,875
– – 0.04% 218
2022
Q4 		$345K Sell
23,875
-700
-3% -$10.2K 0.04% 214
2022
Q3 		$370K Hold
24,575
– – 0.04% 189
2022
Q2 		$429K Hold
24,575
– – 0.04% 187
2022
Q1 		$431K Hold
24,575
– – 0.04% 198
2021
Q4 		$463K Sell
24,575
-4,200
-15% -$77.4K 0.04% 198
2021
Q3 		$507K Sell
28,775
-1,200
-4% -$22.2K 0.05% 190
2021
Q2 		$554K Sell
29,975
-700
-2% -$13K 0.05% 191
2021
Q1 		$542K Buy
30,675
+9,475
+45% +$168K 0.06% 179
2020
Q4 		$377K Sell
21,200
-12,475
-37% -$223K 0.04% 209
2020
Q3 		$603K Hold
33,675
– – 0.07% 167
2020
Q2 		$590K Buy
33,675
+1,200
+4% +$19.6K 0.07% 169
2020
Q1 		$453K Hold
32,475
– – 0.07% 177
2019
Q4 		$616K Sell
32,475
-5,000
-13% -$91.7K 0.08% 166
2019
Q3 		$665K Hold
37,475
– – 0.09% 159
2019
Q2 		$654K Buy
+37,475
New +$682K 0.09% 165

Other funds holding DOC

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IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Vinva Investment Management
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Atlantic Union Bankshares's DOC Position: Q1 2024 in Review

Atlantic Union Bankshares sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 23,875 shares — an estimated $318K sold.

Atlantic Union Bankshares first reported a position in DOC in Q2 2019 and held it in 19 quarters. The position peaked at $665K in Q3 2019. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Atlantic Union Bankshares reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Atlantic Union Bankshares sold 23,875 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $318K.
  • Atlantic Union Bankshares first reported a position in PHYSICIANS REALTY TRUST in Q2 2019 and held it in 19 quarters.
  • Atlantic Union Bankshares's PHYSICIANS REALTY TRUST position peaked at $665K in Q3 2019.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Atlantic Union Bankshares's 13F filing for Q1 2024, filed 16 Apr 2024.