Bank of Montreal
DOC

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

Bank of Montreal’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
-142,874
Closed -$1.94M – 4501
2023
Q4 		$1.94M Buy
142,874
+4,344
+3% +$51.6K ﹤0.01% 1705
2023
Q3 		$1.82M Sell
138,530
-67,644
-33% -$935K ﹤0.01% 1747
2023
Q2 		$2.98M Buy
206,174
+20,206
+11% +$287K ﹤0.01% 1599
2023
Q1 		$2.78M Buy
185,968
+62,003
+50% +$935K ﹤0.01% 1523
2022
Q4 		$1.84M Buy
123,965
+5,302
+4% +$77K ﹤0.01% 1821
2022
Q3 		$2.02K Sell
118,663
-20,209
-15% -$341K ﹤0.01% 1809
2022
Q2 		$2.46K Buy
138,872
+22,800
+20% +$403K ﹤0.01% 1799
2022
Q1 		$2.06M Sell
116,072
-2,402
-2% -$42.2K ﹤0.01% 1914
2021
Q4 		$2.24M Sell
118,474
-51,509
-30% -$949K ﹤0.01% 1541
2021
Q3 		$3.14M Buy
169,983
+14,179
+9% +$262K ﹤0.01% 1856
2021
Q2 		$2.9M Buy
155,804
+19,408
+14% +$361K ﹤0.01% 1864
2021
Q1 		$2.5M Sell
136,396
-596,781
-81% -$10.6M ﹤0.01% 1674
2020
Q4 		$12.3M Buy
733,177
+298,299
+69% +$5.34M 0.01% 917
2020
Q3 		$8.01M Buy
434,878
+20,926
+5% +$373K 0.01% 957
2020
Q2 		$6.9M Buy
413,952
+314,917
+318% +$5.14M 0.01% 1030
2020
Q1 		$1.31M Sell
99,035
-4,216
-4% -$77.5K ﹤0.01% 1608
2019
Q4 		$1.96M Sell
103,251
-17,371
-14% -$319K ﹤0.01% 1893
2019
Q3 		$2.14M Sell
120,622
-252,687
-68% -$4.39M ﹤0.01% 1645
2019
Q2 		$6.51M Buy
373,309
+196,673
+111% +$3.58M 0.01% 1090
2019
Q1 		$3.32M Buy
176,636
+82,242
+87% +$1.46M ﹤0.01% 1389
2018
Q4 		$1.51M Buy
94,394
+9,724
+11% +$163K ﹤0.01% 1669
2018
Q3 		$1.43M Buy
84,670
+3,382
+4% +$56.1K ﹤0.01% 1849
2018
Q2 		$1.3M Sell
81,288
-3,880
-5% -$58.7K ﹤0.01% 1872
2018
Q1 		$1.33M Buy
85,168
+7,928
+10% +$124K ﹤0.01% 1775
2017
Q4 		$1.39M Buy
77,240
+2,283
+3% +$40.9K ﹤0.01% 1789
2017
Q3 		$1.33M Buy
74,957
+22,791
+44% +$421K ﹤0.01% 1835
2017
Q2 		$1.05M Buy
52,166
+12,845
+33% +$261K ﹤0.01% 1956
2017
Q1 		$782K Sell
39,321
-62,936
-62% -$1.2M ﹤0.01% 1941
2016
Q4 		$1.85M Sell
102,257
-15,052
-13% -$285K ﹤0.01% 1603
2016
Q3 		$2.53M Buy
117,309
+84,464
+257% +$1.79M ﹤0.01% 1390
2016
Q2 		$690K Sell
32,845
-283
-0.9% -$5.42K ﹤0.01% 1991
2016
Q1 		$616K Buy
33,128
+7,752
+31% +$134K ﹤0.01% 1961
2015
Q4 		$427K Sell
25,376
-20,717
-45% -$330K ﹤0.01% 2050
2015
Q3 		$696K Sell
46,093
-79,745
-63% -$1.23M ﹤0.01% 1710
2015
Q2 		$1.93M Buy
125,838
+123,319
+4,896% +$2.04M ﹤0.01% 1398
2015
Q1 		$45K Buy
2,519
+2,138
+561% +$36.1K ﹤0.01% 2964
2014
Q4 		$6K Sell
381
-244,993
-100% -$3.74M ﹤0.01% 3686
2014
Q3 		$3.37M Sell
245,374
-952,942
-80% -$13.6M ﹤0.01% 1232
2014
Q2 		$17.2M Sell
1,198,316
-529,914
-31% -$7.24M 0.02% 546
2014
Q1 		$24.1M Buy
1,728,230
+11,778
+0.7% +$153K 0.03% 382
2013
Q4 		$21.9M Buy
1,716,452
+964,392
+128% +$11.9M 0.03% 361
2013
Q3 		$9.12M Buy
+752,060
New +$8.78M 0.01% 550

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 Montreal's DOC Position: Q1 2024 in Review

Bank of Montreal sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 142,874 shares — an estimated $1.94M sold.

Bank of Montreal first reported a position in DOC in Q3 2013 and held it in 42 quarters. The position peaked at $24.1M in Q1 2014. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Bank of Montreal reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 142,874 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.94M.
  • Bank of Montreal first reported a position in PHYSICIANS REALTY TRUST in Q3 2013 and held it in 42 quarters.
  • Bank of Montreal's PHYSICIANS REALTY TRUST position peaked at $24.1M in Q1 2014.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

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