Liberty Mutual Group Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Liberty Mutual Group 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	-181,036	Closed	-$2.41M	–	123
2023 Q4	$2.41M	Buy	181,036 +28,099	+18%	+$334K	0.7%	37
2023 Q3	$1.86M	Buy	152,937 +12,572	+9%	+$174K	0.52%	46
2023 Q2	$1.96M	Hold	140,365	–	–	0.5%	48
2023 Q1	$2.1M	Buy	140,365 +1,957	+1%	+$29.5K	0.48%	51
2022 Q4	$2M	Sell	138,408 -15,844	-10%	-$230K	0.54%	58
2022 Q3	$2.32M	Sell	154,252 -41,164	-21%	-$695K	0.7%	52
2022 Q2	$3.41M	Buy	+195,416	New	+$3.45M	0.51%	42

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 $604M AUM 64.38% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 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 $20.6B AUM 34.61% 1-Year Est. Return

Liberty Mutual Group Asset Management's DOC Position: Q1 2024 in Review

Liberty Mutual Group Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 181,036 shares — an estimated $2.41M sold.

Liberty Mutual Group Asset Management first reported a position in DOC in Q2 2022 and held it in 7 quarters. The position peaked at $3.41M in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Liberty Mutual Group Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Liberty Mutual Group Asset Management sold 181,036 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.41M.
Liberty Mutual Group Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2022 and held it in 7 quarters.
Liberty Mutual Group Asset Management's PHYSICIANS REALTY TRUST position peaked at $3.41M in Q2 2022.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Liberty Mutual Group Asset Management's 13F filing for Q1 2024, filed 15 May 2024.