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 – 572
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 $19.9B 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 $1.55B AUM 28.47% 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