Franklin Resources
DOC

Franklin Resources’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Franklin Resources’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
-197,644
Closed -$2.63M – 2997
2023
Q4 		$2.63M Sell
197,644
-19,961
-9% -$237K ﹤0.01% 1309
2023
Q3 		$2.65M Sell
217,605
-9,620
-4% -$133K ﹤0.01% 1289
2023
Q2 		$3.18M Sell
227,225
-84,277
-27% -$1.2M ﹤0.01% 1258
2023
Q1 		$4.65M Buy
311,502
+54,534
+21% +$823K ﹤0.01% 1107
2022
Q4 		$3.72M Buy
256,968
+31,047
+14% +$451K ﹤0.01% 1189
2022
Q3 		$3.4M Buy
225,921
+84,866
+60% +$1.43M ﹤0.01% 1183
2022
Q2 		$2.46M Buy
141,055
+7,058
+5% +$125K ﹤0.01% 1292
2022
Q1 		$2.35M Sell
133,997
-8,850
-6% -$155K ﹤0.01% 1370
2021
Q4 		$2.69M Sell
142,847
-782
-0.5% -$14.4K ﹤0.01% 1409
2021
Q3 		$2.53M Buy
+143,629
New +$2.66M ﹤0.01% 1390
2020
Q3 		– Sell
-452,921
Closed -$8M – 1922
2020
Q2 		$8M Sell
452,921
-43,446
-9% -$709K ﹤0.01% 914
2020
Q1 		$6.92M Sell
496,367
-4,214
-0.8% -$77.5K ﹤0.01% 870
2019
Q4 		$9.48M Sell
500,581
-2,740
-0.5% -$50.3K 0.01% 904
2019
Q3 		$8.93M Buy
503,321
+5,285
+1% +$91.8K ﹤0.01% 903
2019
Q2 		$8.69M Buy
498,036
+6,272
+1% +$114K ﹤0.01% 927
2019
Q1 		$9.25M Buy
491,764
+165,400
+51% +$2.95M 0.01% 899
2018
Q4 		$5.23M Buy
326,364
+80,210
+33% +$1.34M ﹤0.01% 988
2018
Q3 		$4.15M Sell
246,154
-9,350
-4% -$155K ﹤0.01% 1084
2018
Q2 		$4.07M Sell
255,504
-135,877
-35% -$2.05M ﹤0.01% 1073
2018
Q1 		$6.09M Sell
391,381
-122,741
-24% -$1.92M ﹤0.01% 1008
2017
Q4 		$9.25M Sell
514,122
-57,050
-10% -$1.02M ﹤0.01% 962
2017
Q3 		$10.1M Sell
571,172
-32,847
-5% -$606K 0.01% 941
2017
Q2 		$12.2M Buy
604,019
+101,651
+20% +$2.06M 0.01% 906
2017
Q1 		$9.98M Sell
502,368
-78,351
-13% -$1.5M 0.01% 965
2016
Q4 		$11M Sell
580,719
-91,711
-14% -$1.74M 0.01% 937
2016
Q3 		$14.5M Buy
672,430
+83,900
+14% +$1.77M 0.01% 886
2016
Q2 		$12.4M Buy
588,530
+382,130
+185% +$7.33M 0.01% 923
2016
Q1 		$3.83M Buy
+206,400
New +$3.56M ﹤0.01% 1149

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

Franklin Resources's DOC Position: Q1 2024 in Review

Franklin Resources sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 197,644 shares — an estimated $2.63M sold.

Franklin Resources first reported a position in DOC in Q1 2016 and held it in 28 quarters. The position peaked at $14.5M in Q3 2016. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Franklin Resources reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Franklin Resources sold 197,644 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.63M.
  • Franklin Resources first reported a position in PHYSICIANS REALTY TRUST in Q1 2016 and held it in 28 quarters.
  • Franklin Resources's PHYSICIANS REALTY TRUST position peaked at $14.5M in Q3 2016.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Franklin Resources's 13F filing for Q1 2024, filed 13 May 2024.