M&T Bank
DOC

M&T Bank’s PHYSICIANS REALTY TRUST DOC Stock Holding History

M&T Bank’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
-40,271
Closed -$536K – 1701
2023
Q4 		$536K Sell
40,271
-249
-0.6% -$2.96K ﹤0.01% 1100
2023
Q3 		$494K Sell
40,520
-9,474
-19% -$131K ﹤0.01% 1088
2023
Q2 		$700K Sell
49,994
-2,009
-4% -$28.5K ﹤0.01% 997
2023
Q1 		$776K Sell
52,003
-5,644
-10% -$85.1K ﹤0.01% 951
2022
Q4 		$834K Sell
57,647
-13,546
-19% -$197K ﹤0.01% 922
2022
Q3 		$1.07M Sell
71,193
-4,950
-7% -$83.6K ﹤0.01% 799
2022
Q2 		$731K Buy
76,143
+35,498
+87% +$627K ﹤0.01% 872
2022
Q1 		$713K Buy
40,645
+4,322
+12% +$75.9K ﹤0.01% 861
2021
Q4 		$684K Buy
36,323
+2,091
+6% +$38.5K ﹤0.01% 895
2021
Q3 		$604K Sell
34,232
-418
-1% -$7.73K ﹤0.01% 924
2021
Q2 		$640K Buy
34,650
+622
+2% +$11.6K ﹤0.01% 909
2021
Q1 		$601K Buy
34,028
+5,173
+18% +$91.8K ﹤0.01% 912
2020
Q4 		$514K Sell
28,855
-21,621
-43% -$387K ﹤0.01% 1036
2020
Q3 		$904K Buy
50,476
+2,446
+5% +$43.6K ﹤0.01% 742
2020
Q2 		$841K Buy
48,030
+8,997
+23% +$147K ﹤0.01% 736
2020
Q1 		$543K Buy
+39,033
New +$717K ﹤0.01% 882
2017
Q1 		– Sell
-13,749
Closed -$261K – 1811
2016
Q4 		$261K Sell
13,749
-533
-4% -$10.1K ﹤0.01% 1363
2016
Q3 		$308K Buy
14,282
+934
+7% +$19.7K ﹤0.01% 1267
2016
Q2 		$281K Buy
13,348
+1,930
+17% +$37K ﹤0.01% 1284
2016
Q1 		$213K Buy
+11,418
New +$197K ﹤0.01% 1451

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

M&T Bank's DOC Position: Q1 2024 in Review

M&T Bank sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 40,271 shares — an estimated $536K sold.

M&T Bank first reported a position in DOC in Q1 2016 and held it in 20 quarters. The position peaked at $1.07M in Q3 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • M&T Bank reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • M&T Bank sold 40,271 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $536K.
  • M&T Bank first reported a position in PHYSICIANS REALTY TRUST in Q1 2016 and held it in 20 quarters.
  • M&T Bank's PHYSICIANS REALTY TRUST position peaked at $1.07M in Q3 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on M&T Bank's 13F filing for Q1 2024, filed 7 May 2024.