CS
DOC

Credit Suisse’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Credit Suisse’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
-373,747
Closed -$4.97M – 3078
2023
Q4 		$4.97M Sell
373,747
-158,071
-30% -$1.88M ﹤0.01% 1331
2023
Q3 		$6.48M Sell
531,818
-8,627
-2% -$119K 0.01% 1120
2023
Q2 		$7.56M Sell
540,445
-16,502
-3% -$234K 0.01% 1065
2023
Q1 		$8.32M Sell
556,947
-3,289
-0.6% -$49.6K 0.01% 1022
2022
Q4 		$8.11M Buy
560,236
+68,649
+14% +$997K 0.01% 1023
2022
Q3 		$7.39M Sell
491,587
-18,775
-4% -$317K 0.01% 1055
2022
Q2 		$8.9M Buy
510,362
+97,573
+24% +$1.72M 0.01% 983
2022
Q1 		$7.24M Sell
412,789
-32,878
-7% -$577K 0.01% 1209
2021
Q4 		$8.39M Buy
445,667
+11,171
+3% +$206K ﹤0.01% 1635
2021
Q3 		$7.66M Sell
434,496
-18,271
-4% -$338K ﹤0.01% 1724
2021
Q2 		$8.44M Sell
452,767
-11,737
-3% -$218K ﹤0.01% 1680
2021
Q1 		$8.21M Sell
464,504
-88,912
-16% -$1.58M ﹤0.01% 1718
2020
Q4 		$9.85M Buy
553,416
+38,484
+7% +$689K ﹤0.01% 1593
2020
Q3 		$9.22M Sell
514,932
-12,238
-2% -$218K 0.01% 1414
2020
Q2 		$9.23M Buy
527,170
+214,919
+69% +$3.5M 0.01% 1342
2020
Q1 		$4.35M Sell
312,251
-32,006
-9% -$588K ﹤0.01% 1624
2019
Q4 		$6.52M Sell
344,257
-15,229
-4% -$279K ﹤0.01% 1702
2019
Q3 		$6.38M Sell
359,486
-22,878
-6% -$397K 0.01% 1580
2019
Q2 		$6.67M Sell
382,364
-60,714
-14% -$1.1M 0.01% 1560
2019
Q1 		$8.33M Buy
443,078
+53,277
+14% +$949K 0.01% 1353
2018
Q4 		$6.25M Sell
389,801
-23,319
-6% -$391K 0.01% 1433
2018
Q3 		$6.96M Sell
413,120
-22,330
-5% -$370K 0.01% 1489
2018
Q2 		$6.94M Sell
435,450
-29,466
-6% -$446K 0.01% 1492
2018
Q1 		$7.24M Buy
464,916
+25,391
+6% +$398K 0.01% 1457
2017
Q4 		$7.91M Buy
439,525
+23,126
+6% +$415K 0.01% 1439
2017
Q3 		$7.38M Buy
416,399
+97,579
+31% +$1.8M 0.01% 1455
2017
Q2 		$6.42M Buy
318,820
+4,333
+1% +$88K 0.01% 1469
2017
Q1 		$6.25M Sell
314,487
-178,220
-36% -$3.4M 0.01% 1495
2016
Q4 		$9.34M Buy
492,707
+121,294
+33% +$2.3M 0.01% 1253
2016
Q3 		$8M Buy
371,413
+5,093
+1% +$108K 0.01% 1337
2016
Q2 		$7.7M Buy
366,320
+35,352
+11% +$678K 0.01% 1344
2016
Q1 		$6.15M Buy
330,968
+76,407
+30% +$1.32M 0.01% 1391
2015
Q4 		$4.29M Buy
254,561
+76,536
+43% +$1.22M ﹤0.01% 1704
2015
Q3 		$2.69M Buy
178,025
+39,865
+29% +$613K ﹤0.01% 2040
2015
Q2 		$2.12M Buy
138,160
+43,188
+45% +$716K ﹤0.01% 2507
2015
Q1 		$1.67M Sell
94,972
-717
-0.7% -$12.1K ﹤0.01% 2538
2014
Q4 		$1.59M Buy
95,689
+60,337
+171% +$921K ﹤0.01% 2745
2014
Q3 		$485K Buy
35,352
+22,223
+169% +$318K ﹤0.01% 3664
2014
Q2 		$189K Sell
13,129
-144
-1% -$1.97K ﹤0.01% 4392
2014
Q1 		$185K Buy
+13,273
New +$173K ﹤0.01% 4379

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Credit Suisse's DOC Position: Q1 2024 in Review

Credit Suisse sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 373,747 shares — an estimated $4.97M sold.

Credit Suisse first reported a position in DOC in Q1 2014 and held it in 40 quarters. The position peaked at $9.85M in Q4 2020. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Credit Suisse reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Credit Suisse sold 373,747 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $4.97M.
  • Credit Suisse first reported a position in PHYSICIANS REALTY TRUST in Q1 2014 and held it in 40 quarters.
  • Credit Suisse's PHYSICIANS REALTY TRUST position peaked at $9.85M in Q4 2020.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.