Legal & General Group
DOC

Legal & General Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Legal & General Group’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
-2,138,889
Closed -$28.5M – 3412
2023
Q4 		$28.5M Buy
2,138,889
+95,079
+5% +$1.13M 0.01% 742
2023
Q3 		$24.9M Sell
2,043,810
-13,108
-0.6% -$181K 0.01% 751
2023
Q2 		$28.8M Buy
2,056,918
+95,757
+5% +$1.36M 0.01% 735
2023
Q1 		$29.3M Buy
1,961,161
+146,588
+8% +$2.21M 0.01% 727
2022
Q4 		$26.3M Buy
1,814,573
+79,553
+5% +$1.16M 0.01% 745
2022
Q3 		$26.1M Sell
1,735,020
-83,749
-5% -$1.41M 0.01% 733
2022
Q2 		$31.7M Buy
1,818,769
+86,122
+5% +$1.52M 0.01% 721
2022
Q1 		$30.4M Sell
1,732,647
-44,624
-3% -$784K 0.01% 777
2021
Q4 		$33.5M Buy
1,777,271
+45,658
+3% +$841K 0.01% 769
2021
Q3 		$30.5M Buy
1,731,613
+31,957
+2% +$591K 0.01% 779
2021
Q2 		$31.4M Sell
1,699,656
-53,530
-3% -$996K 0.01% 779
2021
Q1 		$31M Buy
1,753,186
+22,144
+1% +$393K 0.01% 764
2020
Q4 		$30.8M Buy
1,731,042
+44,366
+3% +$794K 0.01% 741
2020
Q3 		$30.2M Buy
1,686,676
+184,583
+12% +$3.29M 0.01% 706
2020
Q2 		$26.3M Buy
1,502,093
+516,951
+52% +$8.43M 0.01% 723
2020
Q1 		$13.7M Buy
985,142
+98,078
+11% +$1.8M 0.01% 823
2019
Q4 		$16.8M Buy
887,064
+55,278
+7% +$1.01M 0.01% 861
2019
Q3 		$14.8M Buy
831,786
+68,538
+9% +$1.19M 0.01% 866
2019
Q2 		$13.3M Buy
763,248
+144,001
+23% +$2.62M 0.01% 896
2019
Q1 		$11.6M Buy
619,247
+36,108
+6% +$643K 0.01% 851
2018
Q4 		$9.35M Sell
583,139
-1,666
-0.3% -$27.9K 0.01% 854
2018
Q3 		$9.86M Sell
584,805
-7,704
-1% -$128K 0.01% 872
2018
Q2 		$9.45M Buy
592,509
+10,014
+2% +$151K 0.01% 858
2018
Q1 		$9.07M Buy
582,495
+69,742
+14% +$1.09M 0.01% 853
2017
Q4 		$9.22M Buy
512,753
+112
+0% +$2.01K 0.01% 823
2017
Q3 		$9.09M Buy
512,641
+104,033
+25% +$1.92M 0.01% 795
2017
Q2 		$8.23M Buy
408,608
+45,006
+12% +$914K 0.01% 800
2017
Q1 		$7.22M Buy
363,602
+50,390
+16% +$962K 0.01% 816
2016
Q4 		$5.94M Buy
313,212
+945
+0.3% +$17.9K 0.01% 838
2016
Q3 		$6.73M Buy
312,267
+271
+0.1% +$5.73K 0.01% 725
2016
Q2 		$6.55M Buy
311,996
+92,390
+42% +$1.77M 0.01% 720
2016
Q1 		$4.08M Buy
219,606
+48,778
+29% +$841K ﹤0.01% 774
2015
Q4 		$2.88M Buy
170,828
+51,373
+43% +$818K ﹤0.01% 848
2015
Q3 		$1.8M Sell
119,455
-21,717
-15% -$334K ﹤0.01% 946
2015
Q2 		$2.17M Buy
141,172
+41,680
+42% +$691K ﹤0.01% 929
2015
Q1 		$1.75M Buy
99,492
+30,261
+44% +$511K ﹤0.01% 950
2014
Q4 		$1.15M Buy
69,231
+64,445
+1,347% +$984K ﹤0.01% 1050
2014
Q3 		$66K Buy
+4,786
New +$68.4K ﹤0.01% 2223

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

Legal & General Group's DOC Position: Q1 2024 in Review

Legal & General Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 2,138,889 shares — an estimated $28.5M sold.

Legal & General Group first reported a position in DOC in Q3 2014 and held it in 38 quarters. The position peaked at $33.5M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Legal & General Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Legal & General Group sold 2,138,889 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $28.5M.
  • Legal & General Group first reported a position in PHYSICIANS REALTY TRUST in Q3 2014 and held it in 38 quarters.
  • Legal & General Group's PHYSICIANS REALTY TRUST position peaked at $33.5M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Legal & General Group's 13F filing for Q1 2024, filed 14 May 2024.