Envestnet Asset Management
DOC

Envestnet Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Envestnet Asset Management’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
-387,168
Closed -$5.15M – 4336
2023
Q4 		$5.15M Sell
387,168
-116,776
-23% -$1.39M ﹤0.01% 1879
2023
Q3 		$6.14M Buy
503,944
+169,708
+51% +$2.35M ﹤0.01% 1671
2023
Q2 		$4.68M Buy
334,236
+22,024
+7% +$313K ﹤0.01% 1739
2023
Q1 		$4.66M Buy
312,212
+45,236
+17% +$682K ﹤0.01% 1685
2022
Q4 		$3.86M Sell
266,976
-67,278
-20% -$977K ﹤0.01% 1745
2022
Q3 		$5.03M Buy
334,254
+53,892
+19% +$910K ﹤0.01% 1517
2022
Q2 		$4.89M Buy
280,362
+497
+0.2% +$8.77K ﹤0.01% 1535
2022
Q1 		$4.91M Sell
279,865
-34,446
-11% -$605K ﹤0.01% 1612
2021
Q4 		$5.92M Buy
314,311
+9,680
+3% +$178K ﹤0.01% 1497
2021
Q3 		$5.37M Buy
304,631
+12,603
+4% +$233K ﹤0.01% 1498
2021
Q2 		$5.39M Buy
292,028
+3,079
+1% +$57.3K ﹤0.01% 1466
2021
Q1 		$5.11M Buy
288,949
+28,148
+11% +$499K ﹤0.01% 1411
2020
Q4 		$4.64M Buy
260,801
+19,462
+8% +$348K ﹤0.01% 1306
2020
Q3 		$4.32M Sell
241,339
-7,958
-3% -$142K ﹤0.01% 1242
2020
Q2 		$4.37M Buy
249,297
+9,349
+4% +$152K ﹤0.01% 1199
2020
Q1 		$3.35M Buy
239,948
+543
+0.2% +$9.98K ﹤0.01% 1189
2019
Q4 		$4.53M Buy
239,405
+3,527
+1% +$64.7K ﹤0.01% 1179
2019
Q3 		$4.19M Sell
235,878
-12,601
-5% -$219K ﹤0.01% 1156
2019
Q2 		$4.33M Buy
248,479
+19,886
+9% +$362K 0.01% 1128
2019
Q1 		$4.3M Buy
228,593
+11,231
+5% +$200K 0.01% 1080
2018
Q4 		$3.48M Buy
+217,362
New +$3.64M 0.01% 1060
2018
Q3 		– Sell
-19,948
Closed -$318K – 3196
2018
Q2 		$318K Buy
19,948
+4,138
+26% +$62.6K ﹤0.01% 1484
2018
Q1 		$246K Sell
15,810
-29,796
-65% -$467K ﹤0.01% 1489
2017
Q4 		$820K Sell
45,606
-6,978
-13% -$125K ﹤0.01% 1286
2017
Q3 		$932K Buy
52,584
+426
+0.8% +$7.86K ﹤0.01% 1196
2017
Q2 		$1.05M Sell
52,158
-635
-1% -$12.9K ﹤0.01% 1169
2017
Q1 		$1.05M Buy
52,793
+12,506
+31% +$239K ﹤0.01% 1205
2016
Q4 		$764K Sell
40,287
-2,654
-6% -$50.3K ﹤0.01% 1305
2016
Q3 		$925K Sell
42,941
-14,157
-25% -$299K ﹤0.01% 1287
2016
Q2 		$1.2M Buy
+57,098
New +$1.09M ﹤0.01% 1256
2014
Q4 		– Sell
-682
Closed -$9K – 2958
2014
Q3 		$9K Buy
682
+182
+36% +$2.6K ﹤0.01% 2182
2014
Q2 		$7K Buy
+500
New +$6.83K ﹤0.01% 2212

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

Envestnet Asset Management's DOC Position: Q1 2024 in Review

Envestnet Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 387,168 shares — an estimated $5.15M sold.

Envestnet Asset Management first reported a position in DOC in Q2 2014 and held it in 32 quarters. The position peaked at $6.14M in Q3 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Envestnet Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 387,168 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $5.15M.
  • Envestnet Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2014 and held it in 32 quarters.
  • Envestnet Asset Management's PHYSICIANS REALTY TRUST position peaked at $6.14M in Q3 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.