First Trust Advisors
DOC

First Trust Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

First Trust Advisors’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
-272,306
Closed -$3.62M – 2450
2023
Q4 		$3.62M Sell
272,306
-21,023
-7% -$250K ﹤0.01% 1450
2023
Q3 		$3.58M Buy
293,329
+61,593
+27% +$851K ﹤0.01% 1409
2023
Q2 		$3.24M Sell
231,736
-64,761
-22% -$920K ﹤0.01% 1457
2023
Q1 		$4.43M Buy
296,497
+44,045
+17% +$664K 0.01% 1289
2022
Q4 		$3.65M Buy
252,452
+84,041
+50% +$1.22M ﹤0.01% 1379
2022
Q3 		$2.53M Sell
168,411
-94,533
-36% -$1.6M ﹤0.01% 1580
2022
Q2 		$4.59M Buy
262,944
+115,286
+78% +$2.04M 0.01% 1272
2022
Q1 		$2.59M Sell
147,658
-7,476
-5% -$131K ﹤0.01% 1670
2021
Q4 		$2.92M Sell
155,134
-118,744
-43% -$2.19M ﹤0.01% 1631
2021
Q3 		$4.83M Buy
273,878
+10,574
+4% +$196K 0.01% 1333
2021
Q2 		$4.85M Buy
263,304
+219,006
+494% +$4.07M 0.01% 1379
2021
Q1 		$791K Buy
44,298
+7,874
+22% +$140K ﹤0.01% 2056
2020
Q4 		$648K Sell
36,424
-65,105
-64% -$1.17M ﹤0.01% 2048
2020
Q3 		$1.82M Buy
101,529
+60,089
+145% +$1.07M ﹤0.01% 1404
2020
Q2 		$726K Sell
41,440
-9,052
-18% -$148K ﹤0.01% 1881
2020
Q1 		$704K Sell
50,492
-9,040
-15% -$166K ﹤0.01% 1789
2019
Q4 		$1.13M Sell
59,532
-26,183
-31% -$480K ﹤0.01% 1837
2019
Q3 		$1.52M Sell
85,715
-176,333
-67% -$3.06M ﹤0.01% 1687
2019
Q2 		$4.57M Buy
262,048
+32,742
+14% +$596K 0.01% 1112
2019
Q1 		$4.31M Buy
229,306
+138,703
+153% +$2.47M 0.01% 1099
2018
Q4 		$1.45M Buy
90,603
+57,047
+170% +$956K ﹤0.01% 1649
2018
Q3 		$566K Sell
33,556
-1,317
-4% -$21.8K ﹤0.01% 2165
2018
Q2 		$556K Sell
34,873
-7,061
-17% -$107K ﹤0.01% 2112
2018
Q1 		$653K Sell
41,934
-5,528
-12% -$86.7K ﹤0.01% 1947
2017
Q4 		$854K Sell
47,462
-44,371
-48% -$796K ﹤0.01% 1902
2017
Q3 		$1.63M Buy
91,833
+41,667
+83% +$769K ﹤0.01% 1611
2017
Q2 		$1.01M Sell
50,166
-4,965
-9% -$101K ﹤0.01% 1845
2017
Q1 		$1.09M Sell
55,131
-55,960
-50% -$1.07M ﹤0.01% 1820
2016
Q4 		$2.11M Sell
111,091
-43,570
-28% -$825K 0.01% 1418
2016
Q3 		$3.33M Buy
154,661
+21,417
+16% +$453K 0.01% 1114
2016
Q2 		$2.8M Buy
133,244
+92,825
+230% +$1.78M 0.01% 1141
2016
Q1 		$751K Buy
40,419
+6,488
+19% +$112K ﹤0.01% 1796
2015
Q4 		$572K Buy
33,931
+8,140
+32% +$130K ﹤0.01% 1934
2015
Q3 		$389K Sell
25,791
-1,912
-7% -$29.4K ﹤0.01% 2032
2015
Q2 		$426K Sell
27,703
-3,959
-13% -$65.6K ﹤0.01% 2017
2015
Q1 		$558K Buy
31,662
+4,719
+18% +$79.7K ﹤0.01% 1943
2014
Q4 		$447K Buy
26,943
+12,198
+83% +$186K ﹤0.01% 2005
2014
Q3 		$202K Buy
14,745
+4,216
+40% +$60.3K ﹤0.01% 2135
2014
Q2 		$152K Buy
+10,529
New +$144K ﹤0.01% 2184

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

First Trust Advisors's DOC Position: Q1 2024 in Review

First Trust Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 272,306 shares — an estimated $3.62M sold.

First Trust Advisors first reported a position in DOC in Q2 2014 and held it in 39 quarters. The position peaked at $4.85M in Q2 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • First Trust Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • First Trust Advisors sold 272,306 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $3.62M.
  • First Trust Advisors first reported a position in PHYSICIANS REALTY TRUST in Q2 2014 and held it in 39 quarters.
  • First Trust Advisors's PHYSICIANS REALTY TRUST position peaked at $4.85M in Q2 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on First Trust Advisors's 13F filing for Q1 2024, filed 13 May 2024.