Bank of America
DOC

Bank of America’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Bank of America’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
-1,497,165
Closed -$19.9M – 8434
2023
Q4 		$19.9M Sell
1,497,165
-19,930
-1% -$237K ﹤0.01% 2158
2023
Q3 		$18.5M Sell
1,517,095
-79,661
-5% -$1.1M ﹤0.01% 2107
2023
Q2 		$22.3M Sell
1,596,756
-189,285
-11% -$2.69M ﹤0.01% 1924
2023
Q1 		$26.7M Buy
1,786,041
+713,243
+66% +$10.8M ﹤0.01% 1857
2022
Q4 		$15.5M Sell
1,072,798
-251,520
-19% -$3.65M ﹤0.01% 2236
2022
Q3 		$19.9M Sell
1,324,318
-72,322
-5% -$1.22M ﹤0.01% 1970
2022
Q2 		$24.4M Sell
1,396,640
-161,413
-10% -$2.85M ﹤0.01% 1834
2022
Q1 		$27.3M Buy
1,558,053
+331,680
+27% +$5.83M ﹤0.01% 1854
2021
Q4 		$23.1M Sell
1,226,373
-21,457
-2% -$395K ﹤0.01% 2077
2021
Q3 		$22M Sell
1,247,830
-124,957
-9% -$2.31M ﹤0.01% 2095
2021
Q2 		$25.4M Buy
1,372,787
+58,607
+4% +$1.09M ﹤0.01% 1926
2021
Q1 		$23.2M Sell
1,314,180
-28,856
-2% -$512K ﹤0.01% 1910
2020
Q4 		$23.9M Buy
1,343,036
+62,712
+5% +$1.12M ﹤0.01% 1721
2020
Q3 		$22.9M Sell
1,280,324
-419,114
-25% -$7.47M ﹤0.01% 1593
2020
Q2 		$29.8M Buy
1,699,438
+307,290
+22% +$5.01M ﹤0.01% 1338
2020
Q1 		$19.4M Buy
1,392,148
+327,993
+31% +$6.03M ﹤0.01% 1531
2019
Q4 		$20.2M Sell
1,064,155
-30,146
-3% -$553K ﹤0.01% 1875
2019
Q3 		$19.4M Sell
1,094,301
-17,838
-2% -$310K ﹤0.01% 1853
2019
Q2 		$19.4M Buy
1,112,139
+22,937
+2% +$417K ﹤0.01% 1905
2019
Q1 		$20.5M Buy
1,089,202
+171,814
+19% +$3.06M ﹤0.01% 1803
2018
Q4 		$14.7M Buy
917,388
+187,888
+26% +$3.15M ﹤0.01% 1938
2018
Q3 		$12.3M Sell
729,500
-78,184
-10% -$1.3M ﹤0.01% 2273
2018
Q2 		$12.9M Sell
807,684
-137,772
-15% -$2.08M ﹤0.01% 2207
2018
Q1 		$14.7M Sell
945,456
-66,145
-7% -$1.04M ﹤0.01% 2047
2017
Q4 		$18.2M Sell
1,011,601
-701,494
-41% -$12.6M ﹤0.01% 1891
2017
Q3 		$30.4M Buy
1,713,095
+456,260
+36% +$8.42M ﹤0.01% 1535
2017
Q2 		$25.3M Buy
1,256,835
+29,254
+2% +$594K 0.01% 1531
2017
Q1 		$24.4M Buy
1,227,581
+109,691
+10% +$2.09M ﹤0.01% 1576
2016
Q4 		$21.2M Sell
1,117,890
-415,562
-27% -$7.87M ﹤0.01% 1639
2016
Q3 		$33M Buy
1,533,452
+187,017
+14% +$3.95M 0.01% 1259
2016
Q2 		$28.3M Buy
1,346,435
+387,710
+40% +$7.43M 0.01% 1349
2016
Q1 		$17.8M Buy
958,725
+230,499
+32% +$3.97M ﹤0.01% 1638
2015
Q4 		$12.3M Buy
728,226
+154,848
+27% +$2.46M ﹤0.01% 2078
2015
Q3 		$8.65M Buy
573,378
+108,746
+23% +$1.67M ﹤0.01% 2357
2015
Q2 		$7.14M Buy
464,632
+116,322
+33% +$1.93M ﹤0.01% 2243
2015
Q1 		$6.13M Buy
348,310
+239,769
+221% +$4.05M ﹤0.01% 2286
2014
Q4 		$1.8M Buy
108,541
+9,757
+10% +$149K ﹤0.01% 3488
2014
Q3 		$1.35M Buy
98,784
+57,782
+141% +$826K ﹤0.01% 3739
2014
Q2 		$590K Buy
41,002
+34,536
+534% +$472K ﹤0.01% 4449
2014
Q1 		$90K Buy
6,466
+5,530
+591% +$71.9K ﹤0.01% 6074
2013
Q4 		$12K Buy
936
+900
+2,500% +$11.1K ﹤0.01% 7247
2013
Q3 		$0 Buy
+36
New +$420 ﹤0.01% 8439

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of America's DOC Position: Q1 2024 in Review

Bank of America sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,497,165 shares — an estimated $19.9M sold.

Bank of America first reported a position in DOC in Q3 2013 and held it in 42 quarters. The position peaked at $33M in Q3 2016. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Bank of America reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Bank of America sold 1,497,165 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $19.9M.
  • Bank of America first reported a position in PHYSICIANS REALTY TRUST in Q3 2013 and held it in 42 quarters.
  • Bank of America's PHYSICIANS REALTY TRUST position peaked at $33M in Q3 2016.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Bank of America's 13F filing for Q1 2024, filed 15 May 2024.