Pensionfund DSM Netherlands’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Pensionfund DSM Netherlands’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	-120,000	Closed	-$1.6M	–	72
2023 Q4	$1.6M	Buy	120,000 +17,000	+17%	+$202K	0.96%	40
2023 Q3	$1.26M	Buy	103,000 +8,000	+8%	+$111K	0.88%	43
2023 Q2	$1.33M	Hold	95,000	–	–	0.87%	43
2023 Q1	$1.42M	Buy	95,000 +16,000	+20%	+$241K	0.96%	39
2022 Q4	$1.14M	Sell	79,000 -39,000	-33%	-$566K	0.8%	41
2022 Q3	$1.93M	Buy	118,000 +55,000	+87%	+$929K	0.65%	48
2022 Q2	$1.1M	Sell	63,000 -30,000	-32%	-$530K	0.69%	47
2022 Q1	$1.63M	Sell	93,000 -25,000	-21%	-$439K	0.78%	49
2021 Q4	$2.22M	Sell	118,000 -10,000	-8%	-$184K	0.26%	99
2021 Q3	$2.25M	Hold	128,000	–	–	0.29%	90
2021 Q2	$2.36M	Hold	128,000	–	–	0.3%	156
2021 Q1	$2.26M	Buy	128,000 +30,000	+31%	+$532K	0.3%	155
2020 Q4	$1.75M	Hold	98,000	–	–	0.32%	145
2020 Q3	$1.75M	Sell	98,000 -15,000	-13%	-$267K	0.32%	145
2020 Q2	$1.98M	Hold	113,000	–	–	0.37%	134
2020 Q1	$1.57M	Hold	113,000	–	–	0.35%	136
2019 Q4	$2.14M	Buy	113,000 +20,000	+22%	+$367K	0.35%	151
2019 Q3	$1.62M	Hold	93,000	–	–	0.29%	165
2019 Q2	$1.62M	Hold	93,000	–	–	0.29%	165
2019 Q1	$1.75M	Sell	93,000 -25,000	-21%	-$445K	0.32%	156
2018 Q4	$1.89M	Hold	118,000	–	–	0.37%	130
2018 Q3	$1.99M	Hold	118,000	–	–	0.35%	152
2018 Q2	$1.88M	Buy	118,000 +25,000	+27%	+$378K	0.33%	153
2018 Q1	$1.45M	Buy	93,000 +70,000	+304%	+$1.1M	0.26%	164
2017 Q4	$414K	Hold	23,000	–	–	0.06%	199
2017 Q3	$408K	Hold	23,000	–	–	0.06%	195
2017 Q2	$463K	Hold	23,000	–	–	0.07%	188
2017 Q1	$457K	Hold	23,000	–	–	0.07%	196
2016 Q4	$436K	Hold	23,000	–	–	0.06%	195
2016 Q3	$495K	Hold	23,000	–	–	0.07%	192
2016 Q2	$483K	Hold	23,000	–	–	0.06%	189
2016 Q1	$427K	Sell	23,000 -58,000	-72%	-$1,000K	0.06%	193
2015 Q4	$1.37M	Hold	81,000	–	–	0.19%	177
2015 Q3	$1.22M	Hold	81,000	–	–	0.18%	165
2015 Q2	$1.24M	Hold	81,000	–	–	0.2%	152
2015 Q1	$1.43M	Sell	81,000 -37,000	-31%	-$625K	0.2%	146
2014 Q4	$1.96M	Sell	118,000 -37,000	-24%	-$565K	0.27%	134
2014 Q3	$2.13M	Buy	155,000 +103,000	+198%	+$1.47M	0.31%	126
2014 Q2	$748K	Buy	+52,000	New	+$710K	0.11%	165

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Pensionfund DSM Netherlands's DOC Position: Q1 2024 in Review

Pensionfund DSM Netherlands sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 120,000 shares — an estimated $1.6M sold.

Pensionfund DSM Netherlands first reported a position in DOC in Q2 2014 and held it in 39 quarters. The position peaked at $2.36M in Q2 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Pensionfund DSM Netherlands reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Pensionfund DSM Netherlands sold 120,000 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.6M.
Pensionfund DSM Netherlands first reported a position in PHYSICIANS REALTY TRUST in Q2 2014 and held it in 39 quarters.
Pensionfund DSM Netherlands's PHYSICIANS REALTY TRUST position peaked at $2.36M in Q2 2021.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Pensionfund DSM Netherlands's 13F filing for Q1 2024, filed 3 Apr 2024.