MPWT
DOC

MassMutual Private Wealth & Trust’s PHYSICIANS REALTY TRUST DOC Stock Holding History

MassMutual Private Wealth & Trust’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
-411
Closed -$5.47K – 2161
2023
Q4 		$5.47K Buy
411
+238
+138% +$2.83K ﹤0.01% 1221
2023
Q3 		$2.11K Sell
173
-131
-43% -$1.81K ﹤0.01% 1489
2023
Q2 		$4.25K Buy
304
+186
+158% +$2.64K ﹤0.01% 1259
2023
Q1 		$1.76K Hold
118
– – ﹤0.01% 1452
2022
Q4 		$2K Buy
118
+76
+181% +$1.1K ﹤0.01% 1373
2022
Q3 		$1K Hold
42
– – ﹤0.01% 1608
2022
Q2 		$1K Hold
42
– – ﹤0.01% 1484
2022
Q1 		$1K Buy
+42
New +$738 ﹤0.01% 1493
2018
Q3 		– Sell
-47
Closed -$749 – 1172
2018
Q2 		$749 Buy
+47
New +$711 ﹤0.01% 1036

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

MassMutual Private Wealth & Trust's DOC Position: Q1 2024 in Review

MassMutual Private Wealth & Trust sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 411 shares — an estimated $5.47K sold.

MassMutual Private Wealth & Trust first reported a position in DOC in Q2 2018 and held it in 9 quarters. The position peaked at $5.47K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • MassMutual Private Wealth & Trust reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 411 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $5.47K.
  • MassMutual Private Wealth & Trust first reported a position in PHYSICIANS REALTY TRUST in Q2 2018 and held it in 9 quarters.
  • MassMutual Private Wealth & Trust's PHYSICIANS REALTY TRUST position peaked at $5.47K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2024, filed 9 Apr 2024.