Daiwa Securities Group
DOC

Daiwa Securities Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Daiwa Securities 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
-72,463
Closed -$964K – 1375
2023
Q4 		$964K Sell
72,463
-3,637
-5% -$43.2K 0.01% 706
2023
Q3 		$928K Buy
76,100
+2,912
+4% +$40.3K 0.01% 696
2023
Q2 		$1.02M Buy
73,188
+3,523
+5% +$50.1K 0.01% 656
2023
Q1 		$1.04M Buy
69,665
+7,920
+13% +$119K 0.01% 649
2022
Q4 		$893K Sell
61,745
-1,762
-3% -$25.6K 0.01% 677
2022
Q3 		$955K Buy
63,507
+591
+0.9% +$9.98K 0.01% 655
2022
Q2 		$1.1M Sell
62,916
-2,656
-4% -$46.9K 0.01% 630
2022
Q1 		$1.15M Buy
65,572
+1,524
+2% +$26.8K 0.01% 659
2021
Q4 		$1.21M Buy
64,048
+5,589
+10% +$103K 0.01% 649
2021
Q3 		$1.03M Buy
58,459
+2,170
+4% +$40.1K 0.01% 670
2021
Q2 		$1.04M Buy
56,289
+3,234
+6% +$60.2K 0.01% 626
2021
Q1 		$937K Buy
53,055
+3,700
+7% +$65.7K 0.01% 640
2020
Q4 		$879K Buy
49,355
+3,800
+8% +$68K 0.01% 604
2020
Q3 		$816K Sell
45,555
-2,145
-4% -$38.2K 0.01% 563
2020
Q2 		$665K Hold
47,700
– – 0.01% 465
2020
Q1 		$665K Sell
47,700
-14,500
-23% -$267K 0.01% 569
2019
Q4 		$1.18M Buy
62,200
+11,700
+23% +$215K 0.01% 479
2019
Q3 		$896K Buy
50,500
+19,400
+62% +$337K 0.01% 537
2019
Q2 		$542K Buy
31,100
+1,300
+4% +$23.6K ﹤0.01% 639
2019
Q1 		$561K Buy
29,800
+1,900
+7% +$33.8K ﹤0.01% 607
2018
Q4 		$447K Buy
27,900
+1,200
+4% +$20.1K ﹤0.01% 627
2018
Q3 		$450K Sell
26,700
-882,743
-97% -$14.6M ﹤0.01% 685
2018
Q2 		$14.5M Sell
909,443
-1,099,507
-55% -$16.6M 0.11% 84
2018
Q1 		$31.3M Buy
2,008,950
+3,000
+0.1% +$47K 0.25% 51
2017
Q4 		$36.1M Buy
2,005,950
+2,100
+0.1% +$37.7K 0.26% 51
2017
Q3 		$35.5M Buy
2,003,850
+525,711
+36% +$9.7M 0.24% 51
2017
Q2 		$29.8M Buy
1,478,139
+322,759
+28% +$6.55M 0.19% 54
2017
Q1 		$23M Buy
1,155,380
+5
+0% +$95 0.14% 63
2016
Q4 		$21.9M Buy
1,155,375
+225,514
+24% +$4.27M 0.14% 56
2016
Q3 		$20M Sell
929,861
-80,530
-8% -$1.7M 0.12% 69
2016
Q2 		$21.2M Buy
1,010,391
+910
+0.1% +$17.4K 0.13% 62
2016
Q1 		$18.8M Sell
1,009,481
-196,431
-16% -$3.39M 0.12% 69
2015
Q4 		$20.3M Buy
1,205,912
+393,254
+48% +$6.26M 0.13% 61
2015
Q3 		$12.3M Sell
812,658
-80,680
-9% -$1.24M 0.09% 94
2015
Q2 		$13.7M Buy
893,338
+70,924
+9% +$1.18M 0.1% 89
2015
Q1 		$14.5M Buy
822,414
+586,834
+249% +$9.91M 0.1% 79
2014
Q4 		$3.91M Buy
235,580
+11,903
+5% +$182K 0.03% 191
2014
Q3 		$3.07M Buy
223,677
+222,777
+24,753% +$3.19M 0.02% 182
2014
Q2 		$13K Buy
900
+500
+125% +$6.83K ﹤0.01% 878
2014
Q1 		$6K Buy
400
+100
+33% +$1.3K ﹤0.01% 900
2013
Q4 		$4K Hold
300
– – ﹤0.01% 900
2013
Q3 		$4K Buy
+300
New +$3.5K ﹤0.01% 911

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

Daiwa Securities Group's DOC Position: Q1 2024 in Review

Daiwa Securities Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 72,463 shares — an estimated $964K sold.

Daiwa Securities Group first reported a position in DOC in Q3 2013 and held it in 42 quarters. The position peaked at $36.1M in Q4 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Daiwa Securities Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Daiwa Securities Group sold 72,463 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $964K.
  • Daiwa Securities Group first reported a position in PHYSICIANS REALTY TRUST in Q3 2013 and held it in 42 quarters.
  • Daiwa Securities Group's PHYSICIANS REALTY TRUST position peaked at $36.1M in Q4 2017.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Daiwa Securities Group's 13F filing for Q1 2024, filed 2 May 2024.