BG
DOC

Bollard Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Bollard 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
-5,638
Closed -$75K – 310
2023
Q4 		$75K Buy
5,638
+110
+2% +$1.31K ﹤0.01% 206
2023
Q3 		$67K Buy
5,528
+87
+2% +$1.2K ﹤0.01% 205
2023
Q2 		$76K Buy
5,441
+85
+2% +$1.21K ﹤0.01% 207
2023
Q1 		$80K Buy
5,356
+79
+1% +$1.19K ﹤0.01% 200
2022
Q4 		$76K Buy
5,277
+88
+2% +$1.28K ﹤0.01% 195
2022
Q3 		$78K Buy
5,189
+69
+1% +$1.17K ﹤0.01% 197
2022
Q2 		$89K Buy
5,120
+66
+1% +$1.17K ﹤0.01% 210
2022
Q1 		$89K Buy
5,054
+62
+1% +$1.09K ﹤0.01% 296
2021
Q4 		$94K Buy
4,992
+61
+1% +$1.12K ﹤0.01% 301
2021
Q3 		$87K Buy
4,931
+60
+1% +$1.11K ﹤0.01% 295
2021
Q2 		$90K Buy
4,871
+61
+1% +$1.14K ﹤0.01% 291
2021
Q1 		$85K Hold
4,810
– – ﹤0.01% 294
2020
Q4 		$86K Hold
4,810
– – ﹤0.01% 286
2020
Q3 		$86K Hold
4,810
– – ﹤0.01% 266
2020
Q2 		$84K Buy
+4,810
New +$78.4K ﹤0.01% 274

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

Bollard Group's DOC Position: Q1 2024 in Review

Bollard Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 5,638 shares — an estimated $75K sold.

Bollard Group first reported a position in DOC in Q2 2020 and held it in 15 quarters. The position peaked at $94K in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Bollard Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Bollard Group sold 5,638 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $75K.
  • Bollard Group first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and held it in 15 quarters.
  • Bollard Group's PHYSICIANS REALTY TRUST position peaked at $94K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

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