Rockefeller Capital Management
DOC

Rockefeller Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Rockefeller Capital Management’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
-17,020
Closed -$227K – 1744
2023
Q4 		$227K Sell
17,020
-7,998
-32% -$95K ﹤0.01% 1519
2023
Q3 		$305K Buy
25,018
+4,906
+24% +$67.8K ﹤0.01% 1410
2023
Q2 		$281K Buy
20,112
+6,104
+44% +$86.7K ﹤0.01% 1536
2023
Q1 		$209K Sell
14,008
-1,480
-10% -$22.3K ﹤0.01% 1801
2022
Q4 		$224K Sell
15,488
-1,919
-11% -$27.9K ﹤0.01% 1612
2022
Q3 		$261K Buy
17,407
+165
+1% +$2.79K ﹤0.01% 1537
2022
Q2 		$300K Buy
17,242
+574
+3% +$10.1K ﹤0.01% 1470
2022
Q1 		$292K Buy
16,668
+8,080
+94% +$142K ﹤0.01% 1540
2021
Q4 		$161K Buy
8,588
+657
+8% +$12.1K ﹤0.01% 1736
2021
Q3 		$139K Buy
7,931
+4,644
+141% +$85.9K ﹤0.01% 1725
2021
Q2 		$60K Buy
3,287
+2,709
+469% +$50.4K ﹤0.01% 1995
2021
Q1 		$10K Buy
+578
New +$10.3K ﹤0.01% 2620
2019
Q2 		– Sell
-253
Closed -$5K – 2136
2019
Q1 		$5K Buy
+253
New +$4.51K ﹤0.01% 1654

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Rockefeller Capital Management's DOC Position: Q1 2024 in Review

Rockefeller Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 17,020 shares — an estimated $227K sold.

Rockefeller Capital Management first reported a position in DOC in Q1 2019 and held it in 13 quarters. The position peaked at $305K in Q3 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Rockefeller Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Rockefeller Capital Management sold 17,020 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $227K.
  • Rockefeller Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2019 and held it in 13 quarters.
  • Rockefeller Capital Management's PHYSICIANS REALTY TRUST position peaked at $305K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Rockefeller Capital Management's 13F filing for Q1 2024, filed 14 May 2024.