Northwestern Mutual Wealth Management
DOC

Northwestern Mutual Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Northwestern Mutual Wealth 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
-1,110
Closed -$14.8K – 3894
2023
Q4 		$14.8K Buy
1,110
+300
+37% +$3.56K ﹤0.01% 2502
2023
Q3 		$9.87K Sell
810
-44
-5% -$608 ﹤0.01% 2540
2023
Q2 		$11.9K Buy
854
+44
+5% +$625 ﹤0.01% 2509
2023
Q1 		$12.1K Sell
810
-110
-12% -$1.66K ﹤0.01% 2440
2022
Q4 		$13.3K Buy
920
+110
+14% +$1.6K ﹤0.01% 2389
2022
Q3 		$12K Hold
810
– – ﹤0.01% 2417
2022
Q2 		$14K Sell
810
-4,000
-83% -$70.6K ﹤0.01% 2400
2022
Q1 		$84K Buy
4,810
+4,000
+494% +$70.3K ﹤0.01% 1783
2021
Q4 		$15K Hold
810
– – ﹤0.01% 2451
2021
Q3 		$14K Sell
810
-451
-36% -$8.34K ﹤0.01% 2361
2021
Q2 		$23K Buy
1,261
+451
+56% +$8.39K ﹤0.01% 2148
2021
Q1 		$14K Hold
810
– – ﹤0.01% 2199
2020
Q4 		$14K Sell
810
-21
-3% -$376 ﹤0.01% 2095
2020
Q3 		$15K Buy
831
+21
+3% +$374 ﹤0.01% 1894
2020
Q2 		$14K Sell
810
-57
-7% -$930 ﹤0.01% 1822
2020
Q1 		$12K Buy
867
+57
+7% +$1.05K ﹤0.01% 1868
2019
Q4 		$15K Sell
810
-45
-5% -$825 ﹤0.01% 1839
2019
Q3 		$15K Sell
855
-480
-36% -$8.34K ﹤0.01% 1822
2019
Q2 		$23K Sell
1,335
-739
-36% -$13.4K ﹤0.01% 1684
2019
Q1 		$39K Buy
2,074
+250
+14% +$4.45K ﹤0.01% 1470
2018
Q4 		$29K Sell
1,824
-507
-22% -$8.49K ﹤0.01% 1466
2018
Q3 		$39K Buy
2,331
+1,521
+188% +$25.2K ﹤0.01% 1420
2018
Q2 		$13K Buy
+810
New +$12.2K ﹤0.01% 1769
2017
Q1 		– Sell
-70
Closed -$1K – 2704
2016
Q4 		$1K Buy
+70
New +$1.33K ﹤0.01% 2336
2016
Q3 		– Sell
-70
Closed -$1K – 2079
2016
Q2 		$1K Sell
70
-1,008
-94% -$19.3K ﹤0.01% 2037
2016
Q1 		$20K Buy
+1,078
New +$18.6K ﹤0.01% 1204
2015
Q1 		– Sell
-565
Closed -$9K – 2050
2014
Q4 		$9K Buy
+565
New +$8.63K ﹤0.01% 1129

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

Northwestern Mutual Wealth Management's DOC Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,110 shares — an estimated $14.8K sold.

Northwestern Mutual Wealth Management first reported a position in DOC in Q4 2014 and held it in 27 quarters. The position peaked at $84K in Q1 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Northwestern Mutual Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,110 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $14.8K.
  • Northwestern Mutual Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and held it in 27 quarters.
  • Northwestern Mutual Wealth Management's PHYSICIANS REALTY TRUST position peaked at $84K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.