OTPPB
DOC

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

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 $3.75B AUM 46.53% 1-Year Est. Return
VIM
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 $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 $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.