BTW
DOC

Boston Trust Walden’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Boston Trust Walden’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
-4,698,238
Closed -$62.5M – 386
2023
Q4 		$62.5M Sell
4,698,238
-16,661
-0.4% -$198K 0.47% 73
2023
Q3 		$57.5M Buy
4,714,899
+179,512
+4% +$2.48M 0.48% 71
2023
Q2 		$63.5M Sell
4,535,387
-231,608
-5% -$3.29M 0.52% 66
2023
Q1 		$71.2M Buy
4,766,995
+289,782
+6% +$4.37M 0.61% 53
2022
Q4 		$64.8M Sell
4,477,213
-113,740
-2% -$1.65M 0.57% 56
2022
Q3 		$69M Buy
4,590,953
+70,234
+2% +$1.19M 0.68% 41
2022
Q2 		$78.9M Buy
4,520,719
+88,058
+2% +$1.55M 0.75% 33
2022
Q1 		$77.7M Buy
4,432,661
+2,238,413
+102% +$39.3M 0.64% 43
2021
Q4 		$41.3M Buy
2,194,248
+538,209
+32% +$9.92M 0.33% 108
2021
Q3 		$29.2M Buy
1,656,039
+33,281
+2% +$615K 0.26% 142
2021
Q2 		$30M Buy
1,622,758
+63,833
+4% +$1.19M 0.27% 136
2021
Q1 		$27.5M Buy
1,558,925
+704,856
+83% +$12.5M 0.27% 134
2020
Q4 		$15.2M Sell
854,069
-18,825
-2% -$337K 0.16% 179
2020
Q3 		$15.6M Buy
+872,894
New +$15.5M 0.19% 162

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 $3.75B AUM 46.53% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 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 $20.6B AUM 34.61% 1-Year Est. Return

Boston Trust Walden's DOC Position: Q1 2024 in Review

Boston Trust Walden sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 4,698,238 shares — an estimated $62.5M sold.

Boston Trust Walden first reported a position in DOC in Q3 2020 and held it in 14 quarters. The position peaked at $78.9M in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Boston Trust Walden reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Boston Trust Walden sold 4,698,238 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $62.5M.
  • Boston Trust Walden first reported a position in PHYSICIANS REALTY TRUST in Q3 2020 and held it in 14 quarters.
  • Boston Trust Walden's PHYSICIANS REALTY TRUST position peaked at $78.9M in Q2 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Boston Trust Walden's 13F filing for Q1 2024, filed 22 Apr 2024.