Marshall Wace
DOC

Marshall Wace’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Marshall Wace’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
-391,964
Closed -$5.22M – 2937
2023
Q4 		$5.22M Sell
391,964
-10,672
-3% -$127K 0.01% 896
2023
Q3 		$4.91M Sell
402,636
-407,123
-50% -$5.63M 0.01% 872
2023
Q2 		$11.3M Sell
809,759
-101,505
-11% -$1.44M 0.02% 676
2023
Q1 		$13.6M Sell
911,264
-1,506,673
-62% -$22.7M 0.03% 599
2022
Q4 		$35M Buy
+2,417,937
New +$35.1M 0.08% 284
2022
Q1 		– Sell
-5,434
Closed -$102K – 4439
2021
Q4 		$102K Buy
+5,434
New +$100K ﹤0.01% 3368
2020
Q2 		– Sell
-291,953
Closed -$4.07M – 2143
2020
Q1 		$4.07M Sell
291,953
-55,887
-16% -$1.03M 0.04% 437
2019
Q4 		$6.59M Buy
347,840
+341,334
+5,246% +$6.26M 0.05% 432
2019
Q3 		$116K Sell
6,506
-169,813
-96% -$2.95M ﹤0.01% 1376
2019
Q2 		$3.08M Buy
+176,319
New +$3.21M 0.03% 639
2019
Q1 		– Sell
-2,873
Closed -$46K – 2298
2018
Q4 		$46K Buy
+2,873
New +$48.1K ﹤0.01% 1454

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

Marshall Wace's DOC Position: Q1 2024 in Review

Marshall Wace sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 391,964 shares — an estimated $5.22M sold.

Marshall Wace first reported a position in DOC in Q4 2018 and held it in 11 quarters. The position peaked at $35M in Q4 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Marshall Wace reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Marshall Wace sold 391,964 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $5.22M.
  • Marshall Wace first reported a position in PHYSICIANS REALTY TRUST in Q4 2018 and held it in 11 quarters.
  • Marshall Wace's PHYSICIANS REALTY TRUST position peaked at $35M in Q4 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Marshall Wace's 13F filing for Q1 2024, filed 15 May 2024.