Morgan Stanley
DOC

Morgan Stanley’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Morgan Stanley’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
-3,918,410
Closed -$52.2M – 8152
2023
Q4 		$52.2M Buy
3,918,410
+1,941,561
+98% +$23.1M ﹤0.01% 2405
2023
Q3 		$24.1M Buy
1,976,849
+218,905
+12% +$3.03M ﹤0.01% 2262
2023
Q2 		$24.6M Sell
1,757,944
-286,449
-14% -$4.07M ﹤0.01% 2266
2023
Q1 		$30.5M Buy
2,044,393
+285,172
+16% +$4.3M ﹤0.01% 1994
2022
Q4 		$25.5M Sell
1,759,221
-331,712
-16% -$4.82M ﹤0.01% 2102
2022
Q3 		$31.4M Sell
2,090,933
-1,974,007
-49% -$33.3M ﹤0.01% 1721
2022
Q2 		$70.9M Buy
4,064,940
+1,726,220
+74% +$30.5M 0.01% 1136
2022
Q1 		$41M Buy
2,338,720
+291,927
+14% +$5.13M 0.01% 1452
2021
Q4 		$38.5M Buy
2,046,793
+120,814
+6% +$2.23M ﹤0.01% 1534
2021
Q3 		$33.9M Buy
1,925,979
+45,374
+2% +$839K ﹤0.01% 1583
2021
Q2 		$34.7M Buy
1,880,605
+974,350
+108% +$18.1M ﹤0.01% 1604
2021
Q1 		$16M Sell
906,255
-178,662
-16% -$3.17M ﹤0.01% 2154
2020
Q4 		$19.3M Buy
1,084,917
+871,119
+407% +$15.6M ﹤0.01% 1840
2020
Q3 		$3.83M Sell
213,798
-37,728
-15% -$672K ﹤0.01% 2976
2020
Q2 		$4.41M Buy
251,526
+4,102
+2% +$66.9K ﹤0.01% 2804
2020
Q1 		$3.45M Sell
247,424
-512,929
-67% -$9.43M ﹤0.01% 2820
2019
Q4 		$14.4M Buy
760,353
+51,360
+7% +$942K ﹤0.01% 1988
2019
Q3 		$12.6M Sell
708,993
-51,713
-7% -$898K ﹤0.01% 1891
2019
Q2 		$13.3M Buy
760,706
+429,165
+129% +$7.81M ﹤0.01% 1860
2019
Q1 		$6.24M Sell
331,541
-195,453
-37% -$3.48M ﹤0.01% 2500
2018
Q4 		$8.45M Sell
526,994
-174,255
-25% -$2.92M ﹤0.01% 2302
2018
Q3 		$11.8M Sell
701,249
-73,191
-9% -$1.21M ﹤0.01% 2247
2018
Q2 		$12.3M Buy
774,440
+289,196
+60% +$4.37M ﹤0.01% 2130
2018
Q1 		$7.56M Sell
485,244
-47,199
-9% -$740K ﹤0.01% 2620
2017
Q4 		$9.58M Sell
532,443
-199,405
-27% -$3.58M ﹤0.01% 2441
2017
Q3 		$13M Buy
731,848
+512,346
+233% +$9.46M ﹤0.01% 2022
2017
Q2 		$4.42M Sell
219,502
-107,982
-33% -$2.19M ﹤0.01% 2983
2017
Q1 		$6.51M Sell
327,484
-205,936
-39% -$3.93M ﹤0.01% 2596
2016
Q4 		$10.1M Buy
533,420
+406,632
+321% +$7.7M ﹤0.01% 2239
2016
Q3 		$2.73M Buy
126,788
+52,510
+71% +$1.11M ﹤0.01% 3232
2016
Q2 		$1.56M Buy
74,278
+1,009
+1% +$19.3K ﹤0.01% 3629
2016
Q1 		$1.36M Sell
73,269
-17,666
-19% -$305K ﹤0.01% 3671
2015
Q4 		$1.53M Buy
90,935
+24,966
+38% +$397K ﹤0.01% 3720
2015
Q3 		$996K Sell
65,969
-3,017
-4% -$46.4K ﹤0.01% 4113
2015
Q2 		$1.06M Buy
68,986
+45,318
+191% +$751K ﹤0.01% 4157
2015
Q1 		$416K Buy
23,668
+8,052
+52% +$136K ﹤0.01% 4783
2014
Q4 		$259K Sell
15,616
-6,484
-29% -$99K ﹤0.01% 5087
2014
Q3 		$303K Sell
22,100
-73,414
-77% -$1.05M ﹤0.01% 4903
2014
Q2 		$1.37M Sell
95,514
-23,070
-19% -$315K ﹤0.01% 3788
2014
Q1 		$1.65M Buy
118,584
+98,722
+497% +$1.28M ﹤0.01% 3590
2013
Q4 		$253K Sell
19,862
-9,787
-33% -$121K ﹤0.01% 4908
2013
Q3 		$359K Buy
+29,649
New +$346K ﹤0.01% 4556

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

Morgan Stanley's DOC Position: Q1 2024 in Review

Morgan Stanley sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 3,918,410 shares — an estimated $52.2M sold.

Morgan Stanley first reported a position in DOC in Q3 2013 and held it in 42 quarters. The position peaked at $70.9M in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Morgan Stanley reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Morgan Stanley sold 3,918,410 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $52.2M.
  • Morgan Stanley first reported a position in PHYSICIANS REALTY TRUST in Q3 2013 and held it in 42 quarters.
  • Morgan Stanley's PHYSICIANS REALTY TRUST position peaked at $70.9M in Q2 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Morgan Stanley's 13F filing for Q1 2024, filed 15 May 2024.