GKIM
DOC

GW&K Investment Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

GW&K Investment 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
-1,535,473
Closed -$20.4M – 971
2023
Q4 		$20.4M Sell
1,535,473
-626,085
-29% -$7.44M 0.19% 188
2023
Q3 		$26.3M Sell
2,161,558
-105,263
-5% -$1.46M 0.26% 148
2023
Q2 		$31.7M Sell
2,266,821
-24,955
-1% -$355K 0.3% 141
2023
Q1 		$34.2M Buy
2,291,776
+58,266
+3% +$879K 0.33% 133
2022
Q4 		$32.3M Sell
2,233,510
-80,659
-3% -$1.17M 0.33% 134
2022
Q3 		$34.8M Buy
2,314,169
+217,117
+10% +$3.67M 0.38% 115
2022
Q2 		$36.6M Sell
2,097,052
-241,808
-10% -$4.27M 0.39% 109
2022
Q1 		$41M Buy
2,338,860
+60,824
+3% +$1.07M 0.37% 125
2021
Q4 		$42.9M Sell
2,278,036
-1,514,141
-40% -$27.9M 0.36% 127
2021
Q3 		$66.8M Sell
3,792,177
-13,498
-0.4% -$250K 0.6% 48
2021
Q2 		$70.3M Buy
3,805,675
+358,376
+10% +$6.67M 0.61% 43
2021
Q1 		$60.9M Buy
3,447,299
+234,353
+7% +$4.16M 0.56% 50
2020
Q4 		$57.2M Buy
3,212,946
+392,218
+14% +$7.02M 0.6% 36
2020
Q3 		$50.5M Buy
2,820,728
+28,032
+1% +$499K 0.66% 28
2020
Q2 		$48.9M Buy
2,792,696
+219,379
+9% +$3.58M 0.69% 30
2020
Q1 		$35.9M Buy
2,573,317
+1,210,069
+89% +$22.2M 0.63% 44
2019
Q4 		$25.8M Sell
1,363,248
-45,577
-3% -$836K 0.34% 134
2019
Q3 		$25M Buy
1,408,825
+167,858
+14% +$2.92M 0.35% 128
2019
Q2 		$21.6M Sell
1,240,967
-19,103
-2% -$347K 0.33% 134
2019
Q1 		$23.7M Buy
1,260,070
+27,045
+2% +$482K 0.38% 115
2018
Q4 		$19.8M Buy
1,233,025
+21,354
+2% +$358K 0.39% 118
2018
Q3 		$20.4M Buy
1,211,671
+11,543
+1% +$191K 0.33% 145
2018
Q2 		$19.1M Sell
1,200,128
-42,935
-3% -$649K 0.31% 149
2018
Q1 		$19.4M Buy
1,243,063
+111,043
+10% +$1.74M 0.33% 140
2017
Q4 		$20.4M Sell
1,132,020
-19,365
-2% -$347K 0.35% 123
2017
Q3 		$20.4M Buy
1,151,385
+3,861
+0.3% +$71.3K 0.34% 124
2017
Q2 		$23.1M Buy
1,147,524
+234,592
+26% +$4.76M 0.4% 114
2017
Q1 		$18.1M Buy
912,932
+193,292
+27% +$3.69M 0.34% 121
2016
Q4 		$13.6M Sell
719,640
-49,708
-6% -$942K 0.27% 142
2016
Q3 		$16.6M Buy
769,348
+180,904
+31% +$3.83M 0.31% 135
2016
Q2 		$12.4M Buy
+588,444
New +$11.3M 0.26% 138

Other funds holding DOC

CWM
CIBC World Markets New York $19.9B 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 $1.55B AUM 28.47% 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