Canada Life
DOC

Canada Life’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Canada Life’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
-219,343
Closed -$2.91M – 2172
2023
Q4 		$2.91M Buy
219,343
+6,014
+3% +$71.4K 0.01% 1050
2023
Q3 		$2.6M Buy
213,329
+4,042
+2% +$55.9K 0.01% 1051
2023
Q2 		$2.93M Sell
209,287
-10,719
-5% -$152K 0.01% 995
2023
Q1 		$3.29M Buy
220,006
+2,289
+1% +$34.5K 0.01% 973
2022
Q4 		$3.15M Buy
217,717
+7,425
+4% +$108K 0.01% 984
2022
Q3 		$3.16M Buy
210,292
+11,657
+6% +$197K 0.01% 908
2022
Q2 		$3.47M Buy
198,635
+16,736
+9% +$295K 0.01% 850
2022
Q1 		$3.32M Buy
181,899
+13,307
+8% +$234K 0.01% 928
2021
Q4 		$3.17M Buy
168,592
+9,463
+6% +$174K 0.01% 949
2021
Q3 		$2.82M Buy
159,129
+21,025
+15% +$389K 0.01% 972
2021
Q2 		$2.55M Buy
138,104
+4,457
+3% +$82.9K 0.01% 1009
2021
Q1 		$2.35M Buy
133,647
+514
+0.4% +$9.12K 0.01% 1035
2020
Q4 		$2.37M Buy
133,133
+6,771
+5% +$121K ﹤0.01% 1049
2020
Q3 		$2.26M Buy
126,362
+8,668
+7% +$154K ﹤0.01% 1007
2020
Q2 		$2.06M Buy
117,694
+88,257
+300% +$1.44M ﹤0.01% 1057
2020
Q1 		$413K Buy
29,437
+1,292
+5% +$23.7K ﹤0.01% 1661
2019
Q4 		$528K Buy
28,145
+2,114
+8% +$38.8K ﹤0.01% 1697
2019
Q3 		$462K Sell
26,031
-9,084
-26% -$158K ﹤0.01% 937
2019
Q2 		$612K Sell
35,115
-3,200
-8% -$58.2K ﹤0.01% 1711
2019
Q1 		$720K Buy
38,315
+2,946
+8% +$52.5K ﹤0.01% 1523
2018
Q4 		$546K Buy
35,369
+8,436
+31% +$141K ﹤0.01% 1642
2018
Q3 		$455K Sell
26,933
-43
-0.2% -$713 ﹤0.01% 1766
2018
Q2 		$430K Sell
26,976
-5,327
-16% -$80.5K ﹤0.01% 1779
2018
Q1 		$504K Buy
32,303
+5,778
+22% +$90.6K ﹤0.01% 1732
2017
Q4 		$476K Buy
26,525
+7,245
+38% +$130K ﹤0.01% 1748
2017
Q3 		$342K Buy
19,280
+4,747
+33% +$87.6K ﹤0.01% 1811
2017
Q2 		$292K Hold
14,533
– – ﹤0.01% 1830
2017
Q1 		$288K Hold
14,533
– – ﹤0.01% 1829
2016
Q4 		$277K Hold
14,533
– – ﹤0.01% 1822
2016
Q3 		$312K Hold
14,533
– – ﹤0.01% 1791
2016
Q2 		$304K Buy
14,533
+5,546
+62% +$106K ﹤0.01% 1773
2016
Q1 		$167K Hold
8,987
– – ﹤0.01% 1419
2015
Q4 		$152K Buy
8,987
+4,194
+88% +$66.8K ﹤0.01% 1460
2015
Q3 		$72K Hold
4,793
– – ﹤0.01% 1921
2015
Q2 		$73K Hold
4,793
– – ﹤0.01% 2056
2015
Q1 		$84K Hold
4,793
– – ﹤0.01% 1901
2014
Q4 		$79K Buy
+4,793
New +$73.2K ﹤0.01% 1896

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

Canada Life's DOC Position: Q1 2024 in Review

Canada Life sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 219,343 shares — an estimated $2.91M sold.

Canada Life first reported a position in DOC in Q4 2014 and held it in 37 quarters. The position peaked at $3.47M in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Canada Life reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Canada Life sold 219,343 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.91M.
  • Canada Life first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and held it in 37 quarters.
  • Canada Life's PHYSICIANS REALTY TRUST position peaked at $3.47M in Q2 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Canada Life's 13F filing for Q1 2024, filed 13 May 2024.