Federation des caisses Desjardins du Quebec’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Federation des caisses Desjardins du Quebec’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
2023 Q4	–	Sell	-82,039	Closed	-$1M	–	2505
2023 Q3	$1M	Sell	82,039 -5,277	-6%	-$72.9K	0.01%	580
2023 Q2	$1.22M	Hold	87,316	–	–	0.01%	558
2023 Q1	$1.3M	Hold	87,316	–	–	0.01%	516
2022 Q4	$1.26M	Sell	87,316 -7,250	-8%	-$105K	0.02%	493
2022 Q3	$1.42M	Sell	94,566 -6,480	-6%	-$109K	0.02%	470
2022 Q2	$1.76M	Buy	101,046 +11,620	+13%	+$205K	0.02%	421
2022 Q1	$1.57M	Hold	89,426	–	–	0.02%	507
2021 Q4	$1.68M	Sell	89,426 -36,600	-29%	-$674K	0.02%	484
2021 Q3	$2.22M	Sell	126,026 -1,720	-1%	-$31.8K	0.02%	446
2021 Q2	$2.36M	Buy	127,746 +35,690	+39%	+$664K	0.02%	445
2021 Q1	$1.63M	Sell	92,056 -9,770	-10%	-$173K	0.02%	544
2020 Q4	$1.81M	Sell	101,826 -16,980	-14%	-$304K	0.02%	488
2020 Q3	$2.13M	Buy	118,806 +8,928	+8%	+$159K	0.03%	372
2020 Q2	$1.92M	Buy	109,878 +18,050	+20%	+$294K	0.03%	394
2020 Q1	$1.28M	Buy	91,828 +91,788	+229,470%	+$1.69M	0.02%	451
2019 Q4	$758	Hold	40	–	–	﹤0.01%	2219
2019 Q3	$710	Buy	+40	New	+$695	﹤0.01%	2177

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's DOC Position: Q4 2023 in Review

Federation des caisses Desjardins du Quebec sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 82,039 shares — an estimated $1M sold.

Federation des caisses Desjardins du Quebec first reported a position in DOC in Q3 2019 and held it in 17 quarters. The position peaked at $2.36M in Q2 2021. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

Federation des caisses Desjardins du Quebec reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 82,039 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $1M.
Federation des caisses Desjardins du Quebec first reported a position in PHYSICIANS REALTY TRUST in Q3 2019 and held it in 17 quarters.
Federation des caisses Desjardins du Quebec's PHYSICIANS REALTY TRUST position peaked at $2.36M in Q2 2021.
347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q4 2023, filed 15 Aug 2024.