Fuller & Thaler Asset Management
DOC

Fuller & Thaler Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Fuller & Thaler 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
-8,596,650
Closed -$114M – 569
2023
Q4 		$114M Sell
8,596,650
-378,554
-4% -$4.5M 0.58% 57
2023
Q3 		$109M Sell
8,975,204
-156,545
-2% -$2.16M 0.63% 49
2023
Q2 		$128M Buy
9,131,749
+1,378,527
+18% +$19.6M 0.73% 37
2023
Q1 		$116M Buy
7,753,222
+2,103,232
+37% +$31.7M 0.67% 50
2022
Q4 		$81.8M Buy
5,649,990
+1,225,055
+28% +$17.8M 0.52% 68
2022
Q3 		$66.6M Buy
4,424,935
+83,507
+2% +$1.41M 0.48% 79
2022
Q2 		$75.8M Sell
4,341,428
-331,864
-7% -$5.86M 0.52% 65
2022
Q1 		$82M Buy
+4,673,292
New +$82.1M 0.49% 69
2018
Q1 		– Sell
-5,000
Closed -$90K – 858
2017
Q4 		$90K Hold
5,000
– – ﹤0.01% 538
2017
Q3 		$89K Sell
5,000
-1,600
-24% -$29.5K ﹤0.01% 496
2017
Q2 		$133K Buy
+6,600
New +$134K ﹤0.01% 497

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

Fuller & Thaler Asset Management's DOC Position: Q1 2024 in Review

Fuller & Thaler Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 8,596,650 shares — an estimated $114M sold.

Fuller & Thaler Asset Management first reported a position in DOC in Q2 2017 and held it in 11 quarters. The position peaked at $128M in Q2 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Fuller & Thaler Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 8,596,650 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $114M.
  • Fuller & Thaler Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2017 and held it in 11 quarters.
  • Fuller & Thaler Asset Management's PHYSICIANS REALTY TRUST position peaked at $128M in Q2 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

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