Natixis Advisors
DOC

Natixis Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Natixis Advisors’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
-55,395
Closed -$737K – 1602
2023
Q4 		$737K Buy
55,395
+13,203
+31% +$157K ﹤0.01% 1297
2023
Q3 		$514K Sell
42,192
-78,238
-65% -$1.08M ﹤0.01% 1354
2023
Q2 		$1.69M Buy
120,430
+10,603
+10% +$151K 0.01% 1015
2023
Q1 		$1.64M Buy
109,827
+29,540
+37% +$446K 0.01% 1005
2022
Q4 		$1.16M Buy
80,287
+28,621
+55% +$416K ﹤0.01% 1095
2022
Q3 		$777K Sell
51,666
-7,426
-13% -$125K ﹤0.01% 1169
2022
Q2 		$1.03M Buy
59,092
+13,217
+29% +$233K ﹤0.01% 1120
2022
Q1 		$805K Sell
45,875
-8,181
-15% -$144K ﹤0.01% 1179
2021
Q4 		$1.02M Buy
54,056
+8,377
+18% +$154K ﹤0.01% 1122
2021
Q3 		$805K Buy
45,679
+1,223
+3% +$22.6K ﹤0.01% 1129
2021
Q2 		$821K Buy
44,456
+1,054
+2% +$19.6K ﹤0.01% 1133
2021
Q1 		$766K Buy
43,402
+816
+2% +$14.5K ﹤0.01% 1103
2020
Q4 		$758K Buy
42,586
+6,894
+19% +$123K ﹤0.01% 1066
2020
Q3 		$639K Buy
35,692
+1,274
+4% +$22.7K ﹤0.01% 1013
2020
Q2 		$603K Sell
34,418
-125,886
-79% -$2.05M ﹤0.01% 1038
2020
Q1 		$2.23M Sell
160,304
-61,574
-28% -$1.13M 0.02% 703
2019
Q4 		$4.2M Buy
221,878
+2,925
+1% +$53.6K 0.03% 593
2019
Q3 		$3.89M Buy
218,953
+11,591
+6% +$201K 0.03% 564
2019
Q2 		$3.62M Buy
207,362
+5,751
+3% +$105K 0.03% 574
2019
Q1 		$3.79M Buy
201,611
+170,295
+544% +$3.03M 0.03% 536
2018
Q4 		$501K Buy
31,316
+577
+2% +$9.67K ﹤0.01% 1017
2018
Q3 		$518K Sell
30,739
-246
-0.8% -$4.08K ﹤0.01% 1030
2018
Q2 		$494K Buy
30,985
+5,742
+23% +$86.8K ﹤0.01% 1036
2018
Q1 		$393K Sell
25,243
-3,568
-12% -$55.9K ﹤0.01% 1026
2017
Q4 		$518K Buy
28,811
+3,617
+14% +$64.9K 0.01% 986
2017
Q3 		$446K Sell
25,194
-592
-2% -$10.9K ﹤0.01% 994
2017
Q2 		$519K Buy
25,786
+1,041
+4% +$21.1K 0.01% 970
2017
Q1 		$492K Buy
24,745
+8,805
+55% +$168K 0.01% 973
2016
Q4 		$302K Buy
15,940
+2,753
+21% +$52.2K ﹤0.01% 996
2016
Q3 		$284K Buy
13,187
+1,581
+14% +$33.4K ﹤0.01% 979
2016
Q2 		$244K Buy
+11,606
New +$222K ﹤0.01% 966

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

Natixis Advisors's DOC Position: Q1 2024 in Review

Natixis Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 55,395 shares — an estimated $737K sold.

Natixis Advisors first reported a position in DOC in Q2 2016 and held it in 31 quarters. The position peaked at $4.2M in Q4 2019. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Natixis Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Natixis Advisors sold 55,395 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $737K.
  • Natixis Advisors first reported a position in PHYSICIANS REALTY TRUST in Q2 2016 and held it in 31 quarters.
  • Natixis Advisors's PHYSICIANS REALTY TRUST position peaked at $4.2M in Q4 2019.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Natixis Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.