Bank of New York Mellon
DOC

Bank of New York Mellon’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Bank of New York Mellon’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
-5,582,135
Closed -$74.3M – 4395
2023
Q4 		$74.3M Sell
5,582,135
-75,703
-1% -$899K 0.02% 817
2023
Q3 		$69M Buy
5,657,838
+181,773
+3% +$2.51M 0.02% 804
2023
Q2 		$76.6M Sell
5,476,065
-205,273
-4% -$2.92M 0.02% 766
2023
Q1 		$84.8M Sell
5,681,338
-135,074
-2% -$2.04M 0.02% 693
2022
Q4 		$84.2M Buy
5,816,412
+417,216
+8% +$6.06M 0.02% 689
2022
Q3 		$81.2M Buy
5,399,196
+316,281
+6% +$5.34M 0.02% 671
2022
Q2 		$88.7M Sell
5,082,915
-231,037
-4% -$4.08M 0.02% 651
2022
Q1 		$93.2M Sell
5,313,952
-643,227
-11% -$11.3M 0.02% 710
2021
Q4 		$112M Sell
5,957,179
-521,055
-8% -$9.6M 0.02% 647
2021
Q3 		$114M Sell
6,478,234
-157,820
-2% -$2.92M 0.02% 610
2021
Q2 		$123M Sell
6,636,054
-251,709
-4% -$4.68M 0.02% 609
2021
Q1 		$122M Sell
6,887,763
-821,869
-11% -$14.6M 0.02% 608
2020
Q4 		$137M Sell
7,709,632
-796,991
-9% -$14.3M 0.03% 509
2020
Q3 		$152M Sell
8,506,623
-501,887
-6% -$8.94M 0.04% 411
2020
Q2 		$158M Buy
9,008,510
+1,883,935
+26% +$30.7M 0.04% 384
2020
Q1 		$99.3M Buy
7,124,575
+1,417,231
+25% +$26.1M 0.03% 464
2019
Q4 		$108M Buy
5,707,344
+1,521,610
+36% +$27.9M 0.03% 569
2019
Q3 		$74.3M Buy
4,185,734
+722,678
+21% +$12.6M 0.02% 734
2019
Q2 		$60.4M Buy
3,463,056
+512,838
+17% +$9.33M 0.02% 851
2019
Q1 		$55.5M Buy
2,950,218
+1,501,425
+104% +$26.7M 0.02% 890
2018
Q4 		$23.2M Sell
1,448,793
-259,598
-15% -$4.35M 0.01% 1373
2018
Q3 		$28.8M Buy
1,708,391
+8,341
+0.5% +$138K 0.01% 1393
2018
Q2 		$27.1M Sell
1,700,050
-12,325
-0.7% -$186K 0.01% 1413
2018
Q1 		$26.7M Buy
1,712,375
+17,103
+1% +$268K 0.01% 1386
2017
Q4 		$30.5M Buy
1,695,272
+57,605
+4% +$1.03M 0.01% 1315
2017
Q3 		$29M Buy
1,637,667
+152,045
+10% +$2.81M 0.01% 1332
2017
Q2 		$29.9M Buy
1,485,622
+75,729
+5% +$1.54M 0.01% 1299
2017
Q1 		$28M Buy
1,409,893
+55,472
+4% +$1.06M 0.01% 1346
2016
Q4 		$25.7M Buy
1,354,421
+89,440
+7% +$1.69M 0.01% 1376
2016
Q3 		$27.2M Sell
1,264,981
-843,315
-40% -$17.8M 0.01% 1258
2016
Q2 		$44.3M Sell
2,108,296
-229,212
-10% -$4.39M 0.01% 938
2016
Q1 		$43.4M Buy
2,337,508
+503,668
+27% +$8.68M 0.01% 952
2015
Q4 		$30.9M Sell
1,833,840
-908,384
-33% -$14.5M 0.01% 1102
2015
Q3 		$41.4M Buy
2,742,224
+1,419,060
+107% +$21.8M 0.01% 957
2015
Q2 		$20.3M Sell
1,323,164
-147,984
-10% -$2.45M 0.01% 1483
2015
Q1 		$25.9M Buy
1,471,148
+1,147,334
+354% +$19.4M 0.01% 1296
2014
Q4 		$5.38M Buy
323,814
+76,797
+31% +$1.17M ﹤0.01% 2282
2014
Q3 		$3.39M Buy
247,017
+71,048
+40% +$1.02M ﹤0.01% 2538
2014
Q2 		$2.53M Buy
175,969
+65,876
+60% +$900K ﹤0.01% 2756
2014
Q1 		$1.53M Buy
110,093
+17,309
+19% +$225K ﹤0.01% 3054
2013
Q4 		$1.18M Buy
92,784
+65,322
+238% +$807K ﹤0.01% 3212
2013
Q3 		$333K Buy
+27,462
New +$321K ﹤0.01% 3649

Other funds holding DOC

CWM
CIBC World Markets New York $19.9B 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 $1.55B AUM 28.47% 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