Handelsbanken Fonder’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Handelsbanken Fonder’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	-47,162	Closed	-$628K	–	1586
2023 Q4	$628K	Hold	47,162	–	–	﹤0.01%	1026
2023 Q3	$575K	Hold	47,162	–	–	﹤0.01%	993
2023 Q2	$660K	Buy	47,162 +9,700	+26%	+$138K	﹤0.01%	930
2023 Q1	$559K	Hold	37,462	–	–	﹤0.01%	958
2022 Q4	$542K	Hold	37,462	–	–	﹤0.01%	924
2022 Q3	$563K	Hold	37,462	–	–	﹤0.01%	893
2022 Q2	$654K	Hold	37,462	–	–	﹤0.01%	864
2022 Q1	$657K	Hold	37,462	–	–	﹤0.01%	1010
2021 Q4	$705K	Hold	37,462	–	–	﹤0.01%	1114
2021 Q3	$660K	Hold	37,462	–	–	﹤0.01%	1156
2021 Q2	$692K	Hold	37,462	–	–	﹤0.01%	1139
2021 Q1	$662K	Hold	37,462	–	–	﹤0.01%	1038
2020 Q4	$667K	Hold	37,462	–	–	﹤0.01%	1002
2020 Q3	$671K	Buy	37,462 +6,500	+21%	+$116K	﹤0.01%	862
2020 Q2	$542K	Buy	+30,962	New	+$505K	﹤0.01%	931

Other funds holding DOC

CWM

CIBC World Markets New York $20.8B AUM

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Handelsbanken Fonder's DOC Position: Q1 2024 in Review

Handelsbanken Fonder sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 47,162 shares — an estimated $628K sold.

Handelsbanken Fonder first reported a position in DOC in Q2 2020 and held it in 15 quarters. The position peaked at $705K in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Handelsbanken Fonder reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Handelsbanken Fonder sold 47,162 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $628K.
Handelsbanken Fonder first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and held it in 15 quarters.
Handelsbanken Fonder's PHYSICIANS REALTY TRUST position peaked at $705K in Q4 2021.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Handelsbanken Fonder's 13F filing for Q1 2024, filed 13 May 2024.