Bessemer Group
DOC

Bessemer Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Bessemer Group’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
-7,168
Closed -$96K – 2252
2023
Q4 		$96K Buy
7,168
+6,870
+2,305% +$81.6K ﹤0.01% 1228
2023
Q3 		$3K Buy
298
+126
+73% +$1.74K ﹤0.01% 1933
2023
Q2 		$2K Buy
+172
New +$2.44K ﹤0.01% 2101
2023
Q1 		– Sell
-243
Closed -$4K – 2127
2022
Q4 		$4K Sell
243
-875
-78% -$12.7K ﹤0.01% 1702
2022
Q3 		$17K Buy
1,118
+879
+368% +$14.8K ﹤0.01% 1421
2022
Q2 		$4K Hold
239
– – ﹤0.01% 1645
2022
Q1 		$4K Buy
239
+12
+5% +$211 ﹤0.01% 1659
2021
Q4 		$4K Buy
+227
New +$4.18K ﹤0.01% 1702
2020
Q3 		– Sell
-2,211
Closed -$39K – 1812
2020
Q2 		$39K Buy
+2,211
New +$36.1K ﹤0.01% 1380
2020
Q1 		– Sell
-59
Closed -$1K – 1788
2019
Q4 		$1K Hold
59
– – ﹤0.01% 1616
2019
Q3 		$1K Buy
+59
New +$1.02K ﹤0.01% 1720
2019
Q1 		– Sell
-693
Closed -$11K – 2122
2018
Q4 		$11K Hold
693
– – ﹤0.01% 1643
2018
Q3 		$12K Buy
+693
New +$11.5K ﹤0.01% 1587
2017
Q1 		– Sell
-399
Closed -$8K – 2062
2016
Q4 		$8K Buy
399
+151
+61% +$2.86K ﹤0.01% 1678
2016
Q3 		$5K Buy
+248
New +$5.24K ﹤0.01% 1655

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B 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 $1.87B AUM 37.01% 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

Bessemer Group's DOC Position: Q1 2024 in Review

Bessemer Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 7,168 shares — an estimated $96K sold.

Bessemer Group first reported a position in DOC in Q3 2016 and held it in 15 quarters. The position peaked at $96K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Bessemer Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Bessemer Group sold 7,168 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $96K.
  • Bessemer Group first reported a position in PHYSICIANS REALTY TRUST in Q3 2016 and held it in 15 quarters.
  • Bessemer Group's PHYSICIANS REALTY TRUST position peaked at $96K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Bessemer Group's 13F filing for Q1 2024, filed 13 May 2024.