Axa
DOC

Axa’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Axa’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
-1,143,301
Closed -$15.2M – 1133
2023
Q4 		$15.2M Sell
1,143,301
-193,790
-14% -$2.3M 0.05% 320
2023
Q3 		$16.3M Sell
1,337,091
-60,365
-4% -$834K 0.06% 314
2023
Q2 		$19.6M Sell
1,397,456
-134,261
-9% -$1.91M 0.07% 292
2023
Q1 		$22.9M Buy
1,531,717
+180,073
+13% +$2.72M 0.08% 273
2022
Q4 		$19.6M Sell
1,351,644
-1,549
-0.1% -$22.5K 0.07% 307
2022
Q3 		$20.4M Buy
1,353,193
+47,300
+4% +$799K 0.08% 279
2022
Q2 		$22.8M Buy
1,305,893
+225,216
+21% +$3.98M 0.08% 269
2022
Q1 		$19M Buy
1,080,677
+30,000
+3% +$527K 0.05% 374
2021
Q4 		$19.8M Sell
1,050,677
-43,520
-4% -$802K 0.05% 356
2021
Q3 		$19.3M Sell
1,094,197
-546,689
-33% -$10.1M 0.05% 342
2021
Q2 		$30.3M Buy
1,640,886
+75,000
+5% +$1.4M 0.09% 272
2021
Q1 		$27.7M Sell
1,565,886
-77,454
-5% -$1.37M 0.08% 277
2020
Q4 		$29.3M Buy
1,643,340
+239,800
+17% +$4.29M 0.09% 244
2020
Q3 		$25.1M Buy
1,403,540
+133,656
+11% +$2.38M 0.09% 252
2020
Q2 		$22.2M Sell
1,269,884
-29,685
-2% -$484K 0.09% 251
2020
Q1 		$18.1M Buy
1,299,569
+155,301
+14% +$2.85M 0.09% 238
2019
Q4 		$21.7M Sell
1,144,268
-94,428
-8% -$1.73M 0.09% 275
2019
Q3 		$22M Buy
1,238,696
+11,700
+1% +$203K 0.09% 279
2019
Q2 		$21.4M Buy
1,226,996
+43,561
+4% +$792K 0.08% 284
2019
Q1 		$22.3M Buy
1,183,435
+111,441
+10% +$1.99M 0.09% 280
2018
Q4 		$17.2M Sell
1,071,994
-8,504
-0.8% -$142K 0.07% 306
2018
Q3 		$18.2M Sell
1,080,498
-6,313
-0.6% -$105K 0.07% 322
2018
Q2 		$17.3M Sell
1,086,811
-29,331
-3% -$444K 0.07% 313
2018
Q1 		$17.4M Buy
1,116,142
+79,309
+8% +$1.24M 0.07% 320
2017
Q4 		$18.7M Sell
1,036,833
-4,381
-0.4% -$78.6K 0.07% 314
2017
Q3 		$18.5M Buy
1,041,214
+228,710
+28% +$4.22M 0.08% 288
2017
Q2 		$16.4M Buy
812,504
+99,812
+14% +$2.03M 0.07% 308
2017
Q1 		$14.2M Buy
712,692
+227,189
+47% +$4.34M 0.06% 341
2016
Q4 		$9.21M Sell
485,503
-43,515
-8% -$824K 0.04% 426
2016
Q3 		$11.4M Sell
529,018
-67,620
-11% -$1.43M 0.05% 359
2016
Q2 		$12.5M Buy
596,638
+141,325
+31% +$2.71M 0.06% 334
2016
Q1 		$8.46M Buy
455,313
+82,573
+22% +$1.42M 0.04% 430
2015
Q4 		$6.28M Buy
372,740
+65,917
+21% +$1.05M 0.03% 495
2015
Q3 		$4.63M Hold
306,823
– – 0.02% 592
2015
Q2 		$4.71M Buy
306,823
+3,587
+1% +$59.4K 0.02% 610
2015
Q1 		$5.34M Buy
303,236
+70,236
+30% +$1.19M 0.02% 581
2014
Q4 		$3.87M Buy
233,000
+144,000
+162% +$2.2M 0.02% 628
2014
Q3 		$1.22M Buy
89,000
+16,000
+22% +$229K 0.01% 860
2014
Q2 		$1.05M Buy
+73,000
New +$997K ﹤0.01% 909

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

Axa's DOC Position: Q1 2024 in Review

Axa sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,143,301 shares — an estimated $15.2M sold.

Axa first reported a position in DOC in Q2 2014 and held it in 39 quarters. The position peaked at $30.3M in Q2 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Axa reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Axa sold 1,143,301 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $15.2M.
  • Axa first reported a position in PHYSICIANS REALTY TRUST in Q2 2014 and held it in 39 quarters.
  • Axa's PHYSICIANS REALTY TRUST position peaked at $30.3M in Q2 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

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