MOACM
DOC

Mutual of America Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Mutual of America Capital Management’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
-480,646
Closed -$6.4M – 1489
2023
Q4 		$6.4M Sell
480,646
-13,810
-3% -$164K 0.07% 308
2023
Q3 		$6.03M Sell
494,456
-10,556
-2% -$146K 0.07% 293
2023
Q2 		$7.07M Buy
505,012
+321,401
+175% +$4.57M 0.08% 265
2023
Q1 		$2.74M Sell
183,611
-3,856
-2% -$58.2K 0.03% 767
2022
Q4 		$2.71M Buy
187,467
+5,659
+3% +$82.2K 0.03% 756
2022
Q3 		$2.73M Sell
181,808
-6,507
-3% -$110K 0.04% 707
2022
Q2 		$3.29M Sell
188,315
-12,577
-6% -$222K 0.04% 647
2022
Q1 		$3.52M Buy
200,892
+3,894
+2% +$68.4K 0.04% 720
2021
Q4 		$3.71M Buy
196,998
+5,396
+3% +$99.4K 0.04% 718
2021
Q3 		$3.38M Buy
191,602
+2,642
+1% +$48.9K 0.03% 735
2021
Q2 		$3.49M Sell
188,960
-160,380
-46% -$2.98M 0.03% 728
2021
Q1 		$6.17M Buy
349,340
+20,073
+6% +$356K 0.06% 384
2020
Q4 		$5.86M Sell
329,267
-3,355
-1% -$60.1K 0.07% 380
2020
Q3 		$5.96M Sell
332,622
-17,784
-5% -$317K 0.08% 291
2020
Q2 		$6.14M Buy
350,406
+178,804
+104% +$2.92M 0.09% 263
2020
Q1 		$2.39M Buy
+171,602
New +$3.15M 0.04% 617

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mutual of America Capital Management's DOC Position: Q1 2024 in Review

Mutual of America Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 480,646 shares — an estimated $6.4M sold.

Mutual of America Capital Management first reported a position in DOC in Q1 2020 and held it in 16 quarters. The position peaked at $7.07M in Q2 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Mutual of America Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Mutual of America Capital Management sold 480,646 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $6.4M.
  • Mutual of America Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2020 and held it in 16 quarters.
  • Mutual of America Capital Management's PHYSICIANS REALTY TRUST position peaked at $7.07M in Q2 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Mutual of America Capital Management's 13F filing for Q1 2024, filed 2 May 2024.