BPCE
DOC

Bank Pictet & Cie (Europe)’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Bank Pictet & Cie (Europe)’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
-33,868
Closed -$451K – 284
2023
Q4 		$451K Hold
33,868
– – 0.01% 197
2023
Q3 		$413K Sell
33,868
-1,665
-5% -$23K 0.01% 186
2023
Q2 		$497K Buy
+35,533
New +$505K 0.02% 178

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 $604M AUM 64.38% 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 Pictet & Cie (Europe)'s DOC Position: Q1 2024 in Review

Bank Pictet & Cie (Europe) sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 33,868 shares — an estimated $451K sold.

Bank Pictet & Cie (Europe) first reported a position in DOC in Q2 2023 and held it in 3 quarters. The position peaked at $497K in Q2 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Bank Pictet & Cie (Europe) reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Bank Pictet & Cie (Europe) sold 33,868 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $451K.
  • Bank Pictet & Cie (Europe) first reported a position in PHYSICIANS REALTY TRUST in Q2 2023 and held it in 3 quarters.
  • Bank Pictet & Cie (Europe)'s PHYSICIANS REALTY TRUST position peaked at $497K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q1 2024, filed 7 May 2024.