CI Investments Inc
DOC

CI Investments Inc’s PHYSICIANS REALTY TRUST DOC Stock Holding History

CI Investments Inc’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
2022
Q4 		– Sell
-1,213
Closed -$18K – 1446
2022
Q3 		$18K Sell
1,213
-62
-5% -$1.05K ﹤0.01% 1056
2022
Q2 		$22K Sell
1,275
-1,000
-44% -$17.7K ﹤0.01% 965
2022
Q1 		$40K Hold
2,275
– – ﹤0.01% 994
2021
Q4 		$43K Sell
2,275
-173
-7% -$3.19K ﹤0.01% 1022
2021
Q3 		$43K Buy
2,448
+84
+4% +$1.55K ﹤0.01% 991
2021
Q2 		$44K Buy
2,364
+914
+63% +$17K ﹤0.01% 976
2021
Q1 		$26K Hold
1,450
– – ﹤0.01% 955
2020
Q4 		$26K Sell
1,450
-127
-8% -$2.27K ﹤0.01% 907
2020
Q3 		$28K Buy
+1,577
New +$28.1K ﹤0.01% 810

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CI Investments Inc's DOC Position: Q4 2022 in Review

CI Investments Inc sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2022, closing a stake of 1,213 shares — an estimated $18K sold.

CI Investments Inc first reported a position in DOC in Q3 2020 and held it in 9 quarters. The position peaked at $44K in Q2 2021. 357 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

  • CI Investments Inc reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2022 after selling out during the quarter.
  • CI Investments Inc sold 1,213 PHYSICIANS REALTY TRUST shares in Q4 2022, an estimated $18K.
  • CI Investments Inc first reported a position in PHYSICIANS REALTY TRUST in Q3 2020 and held it in 9 quarters.
  • CI Investments Inc's PHYSICIANS REALTY TRUST position peaked at $44K in Q2 2021.
  • 357 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2022.

Based on CI Investments Inc's 13F filing for Q4 2022, filed 10 Feb 2023.