Bank of Nova Scotia
DOC

Bank of Nova Scotia’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Bank of Nova Scotia’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
-34,923
Closed -$465K – 1076
2023
Q4 		$465K Buy
34,923
+2,654
+8% +$31.5K ﹤0.01% 851
2023
Q3 		$393K Sell
32,269
-3,183
-9% -$44K ﹤0.01% 878
2023
Q2 		$496K Buy
35,452
+3,960
+13% +$56.3K ﹤0.01% 813
2023
Q1 		$470K Buy
31,492
+8,725
+38% +$132K ﹤0.01% 861
2022
Q4 		$329K Sell
22,767
-23,259
-51% -$338K ﹤0.01% 982
2022
Q3 		$692K Sell
46,026
-6,368
-12% -$108K ﹤0.01% 892
2022
Q2 		$914K Buy
+52,394
New +$925K ﹤0.01% 869
2017
Q3 		– Sell
-85,701
Closed -$1.73M – 1039
2017
Q2 		$1.73M Buy
85,701
+25,187
+42% +$511K 0.01% 665
2017
Q1 		$1.2M Sell
60,514
-115,844
-66% -$2.21M 0.01% 727
2016
Q4 		$3.34M Buy
+176,358
New +$3.34M 0.02% 305

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 Nova Scotia's DOC Position: Q1 2024 in Review

Bank of Nova Scotia sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 34,923 shares — an estimated $465K sold.

Bank of Nova Scotia first reported a position in DOC in Q4 2016 and held it in 10 quarters. The position peaked at $3.34M in Q4 2016. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Bank of Nova Scotia reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Bank of Nova Scotia sold 34,923 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $465K.
  • Bank of Nova Scotia first reported a position in PHYSICIANS REALTY TRUST in Q4 2016 and held it in 10 quarters.
  • Bank of Nova Scotia's PHYSICIANS REALTY TRUST position peaked at $3.34M in Q4 2016.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

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