Invesco
DOC

Invesco’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Invesco’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
-1,433,707
Closed -$19.1M – 4000
2023
Q4 		$19.1M Sell
1,433,707
-17,363
-1% -$206K ﹤0.01% 1435
2023
Q3 		$17.7M Sell
1,451,070
-103,744
-7% -$1.43M ﹤0.01% 1402
2023
Q2 		$21.8M Sell
1,554,814
-131,053
-8% -$1.86M 0.01% 1323
2023
Q1 		$25.2M Sell
1,685,867
-170,442
-9% -$2.57M 0.01% 1237
2022
Q4 		$26.9M Buy
1,856,309
+230,121
+14% +$3.34M 0.01% 1219
2022
Q3 		$24.5M Buy
1,626,188
+118,512
+8% +$2M 0.01% 1206
2022
Q2 		$26.3M Sell
1,507,676
-73,775
-5% -$1.3M 0.01% 1217
2022
Q1 		$27.7M Sell
1,581,451
-8,469
-0.5% -$149K 0.01% 1292
2021
Q4 		$29.9M Sell
1,589,920
-503,378
-24% -$9.27M 0.01% 1299
2021
Q3 		$36.9M Buy
2,093,298
+5,218
+0.2% +$96.5K 0.01% 1186
2021
Q2 		$38.6M Buy
2,088,080
+1,330,488
+176% +$24.7M 0.01% 1212
2021
Q1 		$13.4M Buy
757,592
+154,308
+26% +$2.74M ﹤0.01% 1787
2020
Q4 		$10.7M Buy
603,284
+198,870
+49% +$3.56M ﹤0.01% 1765
2020
Q3 		$7.24M Buy
404,414
+142,079
+54% +$2.53M ﹤0.01% 1818
2020
Q2 		$4.6M Sell
262,335
-84,531
-24% -$1.38M ﹤0.01% 2031
2020
Q1 		$4.84M Sell
346,866
-139,711
-29% -$2.57M ﹤0.01% 1904
2019
Q4 		$9.21M Sell
486,577
-31,575
-6% -$579K ﹤0.01% 1805
2019
Q3 		$9.2M Sell
518,152
-234,382
-31% -$4.07M ﹤0.01% 1778
2019
Q2 		$13.1M Sell
752,534
-73,128
-9% -$1.33M ﹤0.01% 1636
2019
Q1 		$15.5M Sell
825,662
-749,131
-48% -$13.3M 0.01% 1364
2018
Q4 		$25.2M Sell
1,574,793
-264,330
-14% -$4.43M 0.01% 1035
2018
Q3 		$31M Sell
1,839,123
-919,463
-33% -$15.2M 0.01% 1039
2018
Q2 		$44M Sell
2,758,586
-1,275,422
-32% -$19.3M 0.01% 886
2018
Q1 		$62.8M Sell
4,034,008
-1,196,822
-23% -$18.8M 0.02% 650
2017
Q4 		$94.1M Sell
5,230,830
-1,980,649
-27% -$35.5M 0.03% 516
2017
Q3 		$128M Sell
7,211,479
-226,794
-3% -$4.19M 0.05% 417
2017
Q2 		$150M Sell
7,438,273
-136,488
-2% -$2.77M 0.05% 376
2017
Q1 		$151M Sell
7,574,761
-160,696
-2% -$3.07M 0.05% 385
2016
Q4 		$147M Buy
7,735,457
+3,222,927
+71% +$61.1M 0.05% 385
2016
Q3 		$97.2M Buy
4,512,530
+4,055,172
+887% +$85.7M 0.03% 519
2016
Q2 		$9.61M Buy
457,358
+212,579
+87% +$4.08M ﹤0.01% 1462
2016
Q1 		$4.55M Buy
244,779
+41,810
+21% +$721K ﹤0.01% 1942
2015
Q4 		$3.42M Buy
202,969
+59,162
+41% +$942K ﹤0.01% 2177
2015
Q3 		$2.17M Buy
143,807
+49,600
+53% +$762K ﹤0.01% 2450
2015
Q2 		$1.45M Buy
94,207
+52,928
+128% +$877K ﹤0.01% 2844
2015
Q1 		$727K Buy
41,279
+35,943
+674% +$607K ﹤0.01% 3188
2014
Q4 		$89K Buy
+5,336
New +$81.5K ﹤0.01% 3808

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Invesco's DOC Position: Q1 2024 in Review

Invesco sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,433,707 shares — an estimated $19.1M sold.

Invesco first reported a position in DOC in Q4 2014 and held it in 37 quarters. The position peaked at $151M in Q1 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Invesco reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Invesco sold 1,433,707 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $19.1M.
  • Invesco first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and held it in 37 quarters.
  • Invesco's PHYSICIANS REALTY TRUST position peaked at $151M in Q1 2017.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Invesco's 13F filing for Q1 2024, filed 14 May 2024.