Nissay Asset Management
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Nissay Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Nissay Asset 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
-29,398
Closed -$391K – 769
2023
Q4 		$391K Buy
29,398
+1,261
+4% +$15K ﹤0.01% 702
2023
Q3 		$343K Buy
28,137
+1,857
+7% +$25.7K ﹤0.01% 723
2023
Q2 		$368K Buy
26,280
+1,263
+5% +$17.9K ﹤0.01% 720
2023
Q1 		$374K Buy
25,017
+2,209
+10% +$33.3K ﹤0.01% 703
2022
Q4 		$330K Buy
22,808
+1,610
+8% +$23.4K ﹤0.01% 706
2022
Q3 		$319K Buy
21,198
+659
+3% +$11.1K ﹤0.01% 702
2022
Q2 		$358K Sell
20,539
-767
-4% -$13.5K ﹤0.01% 703
2022
Q1 		$374K Buy
21,306
+316
+2% +$5.55K ﹤0.01% 716
2021
Q4 		$395K Hold
20,990
– – ﹤0.01% 719
2021
Q3 		$370K Buy
20,990
+1,570
+8% +$29K ﹤0.01% 716
2021
Q2 		$359K Buy
19,420
+1,988
+11% +$37K ﹤0.01% 722
2021
Q1 		$308K Buy
17,432
+964
+6% +$17.1K ﹤0.01% 706
2020
Q4 		$293K Sell
16,468
-1,921
-10% -$34.4K ﹤0.01% 695
2020
Q3 		$329K Buy
18,389
+1,998
+12% +$35.6K 0.01% 686
2020
Q2 		$287K Buy
16,391
+1,183
+8% +$19.3K 0.01% 691
2020
Q1 		$212K Buy
15,208
+371
+3% +$6.82K 0.01% 690
2019
Q4 		$281K Buy
14,837
+2,137
+17% +$39.2K 0.01% 712
2019
Q3 		$225K Sell
12,700
-207
-2% -$3.6K 0.01% 720
2019
Q2 		$225K Buy
12,907
+592
+5% +$10.8K 0.01% 727
2019
Q1 		$232K Hold
12,315
– – 0.01% 709
2018
Q4 		$197K Hold
12,315
– – 0.01% 703
2018
Q3 		$208K Buy
12,315
+765
+7% +$12.7K 0.01% 708
2018
Q2 		$184K Hold
11,550
– – 0.01% 713
2018
Q1 		$180K Buy
11,550
+723
+7% +$11.3K 0.01% 711
2017
Q4 		$195K Buy
+10,827
New +$194K 0.01% 712

Other funds holding DOC

CIBC World Markets
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
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Vinva Investment Management
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Nissay Asset Management's DOC Position: Q1 2024 in Review

Nissay Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 29,398 shares — an estimated $391K sold.

Nissay Asset Management first reported a position in DOC in Q4 2017 and held it in 25 quarters. The position peaked at $395K in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Nissay Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Nissay Asset Management sold 29,398 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $391K.
  • Nissay Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2017 and held it in 25 quarters.
  • Nissay Asset Management's PHYSICIANS REALTY TRUST position peaked at $395K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Nissay Asset Management's 13F filing for Q1 2024, filed 15 May 2024.