Principal Financial Group
DOC

Principal Financial Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Principal Financial Group’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
-890,587
Closed -$11.9M – 2542
2023
Q4 		$11.9M Sell
890,587
-5,485
-0.6% -$65.2K 0.01% 1200
2023
Q3 		$10.9M Sell
896,072
-6,633
-0.7% -$91.7K 0.01% 1183
2023
Q2 		$12.6M Sell
902,705
-21,147
-2% -$300K 0.01% 1124
2023
Q1 		$13.8M Buy
923,852
+16,900
+2% +$255K 0.01% 1094
2022
Q4 		$13.1M Buy
906,952
+7,637
+0.8% +$111K 0.01% 1086
2022
Q3 		$13.5M Sell
899,315
-25,739
-3% -$435K 0.01% 1010
2022
Q2 		$16.1M Buy
925,054
+130,270
+16% +$2.3M 0.01% 984
2022
Q1 		$13.9M Sell
794,784
-7,640
-1% -$134K 0.01% 1173
2021
Q4 		$15.1M Buy
802,424
+101
+0% +$1.86K 0.01% 1144
2021
Q3 		$14.1M Sell
802,323
-4,144
-0.5% -$76.6K 0.01% 1203
2021
Q2 		$14.9M Buy
806,467
+26,175
+3% +$487K 0.01% 1189
2021
Q1 		$13.8M Sell
780,292
-69,787
-8% -$1.24M 0.01% 1207
2020
Q4 		$15.1M Buy
850,079
+2,214
+0.3% +$39.6K 0.01% 964
2020
Q3 		$15.2M Sell
847,865
-222,681
-21% -$3.97M 0.01% 811
2020
Q2 		$18.8M Buy
1,070,546
+287,251
+37% +$4.68M 0.02% 684
2020
Q1 		$10.9M Sell
783,295
-73,991
-9% -$1.36M 0.01% 857
2019
Q4 		$16.2M Sell
857,286
-5,570,882
-87% -$102M 0.01% 962
2019
Q3 		$114M Sell
6,428,168
-93,979
-1% -$1.63M 0.1% 231
2019
Q2 		$114M Sell
6,522,147
-32,042
-0.5% -$583K 0.1% 226
2019
Q1 		$123M Buy
6,554,189
+149,897
+2% +$2.67M 0.11% 206
2018
Q4 		$103M Sell
6,404,292
-661,401
-9% -$11.1M 0.11% 214
2018
Q3 		$119M Buy
7,065,693
+115,904
+2% +$1.92M 0.11% 230
2018
Q2 		$111M Sell
6,949,789
-2,428,606
-26% -$36.7M 0.1% 231
2018
Q1 		$146M Buy
9,378,395
+347,580
+4% +$5.45M 0.14% 179
2017
Q4 		$162M Buy
9,030,815
+55,126
+0.6% +$989K 0.15% 171
2017
Q3 		$159M Buy
8,975,689
+250,054
+3% +$4.61M 0.15% 163
2017
Q2 		$176M Sell
8,725,635
-98,343
-1% -$2M 0.18% 142
2017
Q1 		$175M Buy
8,823,978
+130,962
+2% +$2.5M 0.21% 115
2016
Q4 		$165M Buy
8,693,016
+1,657,294
+24% +$31.4M 0.21% 114
2016
Q3 		$152M Buy
7,035,722
+531,308
+8% +$11.2M 0.2% 119
2016
Q2 		$137M Buy
6,504,414
+2,251,395
+53% +$43.2M 0.19% 129
2016
Q1 		$79M Buy
4,253,019
+4,234,433
+22,783% +$73M 0.11% 201
2015
Q4 		$313K Buy
+18,586
New +$296K ﹤0.01% 1942
2015
Q3 		– Sell
-13,157
Closed -$202K – 2302
2015
Q2 		$202K Buy
13,157
+1,732
+15% +$28.7K ﹤0.01% 2044
2015
Q1 		$201K Buy
+11,425
New +$193K ﹤0.01% 2027

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Principal Financial Group's DOC Position: Q1 2024 in Review

Principal Financial Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 890,587 shares — an estimated $11.9M sold.

Principal Financial Group first reported a position in DOC in Q1 2015 and held it in 35 quarters. The position peaked at $176M in Q2 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Principal Financial Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 890,587 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $11.9M.
  • Principal Financial Group first reported a position in PHYSICIANS REALTY TRUST in Q1 2015 and held it in 35 quarters.
  • Principal Financial Group's PHYSICIANS REALTY TRUST position peaked at $176M in Q2 2017.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.