Mackenzie Financial
DOC

Mackenzie Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Mackenzie Financial’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
-14,839
Closed -$198K – 1637
2023
Q4 		$198K Buy
14,839
+4
+0% +$48 ﹤0.01% 1338
2023
Q3 		$170K Sell
14,835
-44
-0.3% -$608 ﹤0.01% 1297
2023
Q2 		$207K Buy
14,879
+63
+0.4% +$895 ﹤0.01% 1325
2023
Q1 		$221K Buy
14,816
+6
+0% +$91 ﹤0.01% 1312
2022
Q4 		$214K Sell
14,810
-723
-5% -$10.5K ﹤0.01% 1223
2022
Q3 		$234K Sell
15,533
-1,233
-7% -$20.8K ﹤0.01% 1183
2022
Q2 		$293K Buy
16,766
+2,993
+22% +$52.8K ﹤0.01% 1105
2022
Q1 		$242K Sell
13,773
-13,824
-50% -$243K ﹤0.01% 1218
2021
Q4 		$520K Sell
27,597
-1,347
-5% -$24.8K ﹤0.01% 995
2021
Q3 		$510K Buy
28,944
+4,779
+20% +$88.4K ﹤0.01% 998
2021
Q2 		$446K Buy
24,165
+8,101
+50% +$151K ﹤0.01% 1002
2021
Q1 		$284K Buy
+16,064
New +$285K ﹤0.01% 1023
2020
Q2 		– Sell
-114,731
Closed -$1.6M – 1193
2020
Q1 		$1.6M Buy
+114,731
New +$2.11M 0.01% 550

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

Mackenzie Financial's DOC Position: Q1 2024 in Review

Mackenzie Financial sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 14,839 shares — an estimated $198K sold.

Mackenzie Financial first reported a position in DOC in Q1 2020 and held it in 13 quarters. The position peaked at $1.6M in Q1 2020. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Mackenzie Financial reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Mackenzie Financial sold 14,839 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $198K.
  • Mackenzie Financial first reported a position in PHYSICIANS REALTY TRUST in Q1 2020 and held it in 13 quarters.
  • Mackenzie Financial's PHYSICIANS REALTY TRUST position peaked at $1.6M in Q1 2020.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Mackenzie Financial's 13F filing for Q1 2024, filed 10 May 2024.