KeyBank National Association
DOC

KeyBank National Association’s PHYSICIANS REALTY TRUST DOC Stock Holding History

KeyBank National Association’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
-30,859
Closed -$411K – 1132
2023
Q4 		$411K Sell
30,859
-53
-0.2% -$630 ﹤0.01% 825
2023
Q3 		$377K Sell
30,912
-61
-0.2% -$843 ﹤0.01% 798
2023
Q2 		$433K Buy
30,973
+151
+0.5% +$2.15K ﹤0.01% 757
2023
Q1 		$460K Hold
30,822
– – ﹤0.01% 735
2022
Q4 		$446K Buy
30,822
+14,613
+90% +$212K ﹤0.01% 729
2022
Q3 		$244K Buy
16,209
+70
+0.4% +$1.18K ﹤0.01% 923
2022
Q2 		$282K Hold
16,139
– – ﹤0.01% 897
2022
Q1 		$283K Hold
16,139
– – ﹤0.01% 930
2021
Q4 		$304K Buy
+16,139
New +$297K ﹤0.01% 940
2017
Q3 		– Sell
-140,000
Closed -$2.82M – 1162
2017
Q2 		$2.82M Buy
+140,000
New +$2.84M 0.02% 300

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

KeyBank National Association's DOC Position: Q1 2024 in Review

KeyBank National Association sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 30,859 shares — an estimated $411K sold.

KeyBank National Association first reported a position in DOC in Q2 2017 and held it in 10 quarters. The position peaked at $2.82M in Q2 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • KeyBank National Association reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • KeyBank National Association sold 30,859 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $411K.
  • KeyBank National Association first reported a position in PHYSICIANS REALTY TRUST in Q2 2017 and held it in 10 quarters.
  • KeyBank National Association's PHYSICIANS REALTY TRUST position peaked at $2.82M in Q2 2017.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on KeyBank National Association's 13F filing for Q1 2024, filed 14 May 2024.