Ontario Teachers' Pension Plan Board’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Ontario Teachers' Pension Plan Board’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	-44,629	Closed	-$594K	–	569
2023 Q4	$594K	Buy	44,629 +21,638	+94%	+$257K	0.01%	426
2023 Q3	$280K	Sell	22,991 -79,726	-78%	-$1.1M	﹤0.01%	481
2023 Q2	$1.44M	Buy	+102,717	New	+$1.46M	0.02%	281
2023 Q1	–	Sell	-236,651	Closed	-$3.42M	–	588
2022 Q4	$3.42M	Buy	236,651 +11,377	+5%	+$165K	0.04%	94
2022 Q3	$3.39M	Buy	225,274 +776	+0.3%	+$13.1K	0.05%	88
2022 Q2	$3.92M	Buy	224,498 +149,973	+201%	+$2.65M	0.05%	50
2022 Q1	$1.31M	Sell	74,525 -11,510	-13%	-$202K	0.02%	138
2021 Q4	$1.62M	Buy	86,035 +14,340	+20%	+$264K	0.02%	143
2021 Q3	$1.26M	Buy	71,695 +48,317	+207%	+$893K	﹤0.01%	155
2021 Q2	$432K	Buy	+23,378	New	+$435K	0.01%	312

Other funds holding DOC

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 Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

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 Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's DOC Position: Q1 2024 in Review

Ontario Teachers' Pension Plan Board sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 44,629 shares — an estimated $594K sold.

Ontario Teachers' Pension Plan Board first reported a position in DOC in Q2 2021 and held it in 10 quarters. The position peaked at $3.92M in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Ontario Teachers' Pension Plan Board reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 44,629 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $594K.
Ontario Teachers' Pension Plan Board first reported a position in PHYSICIANS REALTY TRUST in Q2 2021 and held it in 10 quarters.
Ontario Teachers' Pension Plan Board's PHYSICIANS REALTY TRUST position peaked at $3.92M in Q2 2022.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q1 2024, filed 10 May 2024.