Lazard Asset Management
DOC

Lazard Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Lazard 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
-9,826
Closed -$130K – 2473
2023
Q4 		$130K Buy
+9,826
New +$117K ﹤0.01% 1555
2023
Q2 		– Sell
-6,272
Closed -$93K – 2627
2023
Q1 		$93K Buy
+6,272
New +$94.6K ﹤0.01% 1558
2020
Q4 		– Sell
-1,752
Closed -$31K – 2060
2020
Q3 		$31K Hold
1,752
– – ﹤0.01% 1322
2020
Q2 		$30K Sell
1,752
-61,387
-97% -$1M ﹤0.01% 1374
2020
Q1 		$880K Buy
63,139
+22,073
+54% +$406K ﹤0.01% 756
2019
Q4 		$777K Sell
41,066
-17,802
-30% -$326K ﹤0.01% 775
2019
Q3 		$1.04M Sell
58,868
-3,178
-5% -$55.2K ﹤0.01% 747
2019
Q2 		$1.08M Sell
62,046
-1,752
-3% -$31.9K ﹤0.01% 840
2019
Q1 		$1.2M Buy
63,798
+6,825
+12% +$122K ﹤0.01% 822
2018
Q4 		$913K Buy
+56,973
New +$955K ﹤0.01% 738
2017
Q4 		– Sell
-29,592
Closed -$524K – 1144
2017
Q3 		$524K Sell
29,592
-114,654
-79% -$2.12M ﹤0.01% 719
2017
Q2 		$2.9M Sell
144,246
-109,754
-43% -$2.23M 0.01% 587
2017
Q1 		$5.05M Sell
254,000
-11,810
-4% -$226K 0.01% 555
2016
Q4 		$5.04M Buy
265,810
+16,263
+7% +$308K 0.01% 527
2016
Q3 		$5.38M Buy
249,547
+687
+0.3% +$14.5K 0.01% 503
2016
Q2 		$5.23M Buy
+248,860
New +$4.77M 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

Lazard Asset Management's DOC Position: Q1 2024 in Review

Lazard Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 9,826 shares — an estimated $130K sold.

Lazard Asset Management first reported a position in DOC in Q2 2016 and held it in 16 quarters. The position peaked at $5.38M in Q3 2016. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Lazard Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Lazard Asset Management sold 9,826 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $130K.
  • Lazard Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2016 and held it in 16 quarters.
  • Lazard Asset Management's PHYSICIANS REALTY TRUST position peaked at $5.38M in Q3 2016.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Lazard Asset Management's 13F filing for Q1 2024, filed 14 May 2024.