Royal Bank of Canada
DOC

Royal Bank of Canada’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Royal Bank of Canada’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
-250,501
Closed -$3.33M – 7905
2023
Q4 		$3.33M Sell
250,501
-6,906
-3% -$82K ﹤0.01% 2601
2023
Q3 		$3.14M Buy
257,407
+13,844
+6% +$191K ﹤0.01% 2470
2023
Q2 		$3.41M Buy
243,563
+15,385
+7% +$219K ﹤0.01% 2397
2023
Q1 		$3.41M Sell
228,178
-45,352
-17% -$684K ﹤0.01% 2394
2022
Q4 		$3.96M Sell
273,530
-24,278
-8% -$353K ﹤0.01% 2321
2022
Q3 		$4.48M Buy
297,808
+12,558
+4% +$212K ﹤0.01% 2161
2022
Q2 		$4.98M Sell
285,250
-130,105
-31% -$2.3M ﹤0.01% 2104
2022
Q1 		$7.29M Sell
415,355
-46,477
-10% -$816K ﹤0.01% 1958
2021
Q4 		$8.7M Buy
461,832
+23,726
+5% +$437K ﹤0.01% 1986
2021
Q3 		$7.72M Buy
438,106
+43,287
+11% +$800K ﹤0.01% 2003
2021
Q2 		$7.29M Buy
394,819
+38,703
+11% +$720K ﹤0.01% 2038
2021
Q1 		$6.29M Sell
356,116
-259,431
-42% -$4.6M ﹤0.01% 2078
2020
Q4 		$11M Buy
615,547
+69,590
+13% +$1.25M ﹤0.01% 1648
2020
Q3 		$9.78M Sell
545,957
-191,594
-26% -$3.41M ﹤0.01% 1561
2020
Q2 		$12.9M Sell
737,551
-16,349
-2% -$267K 0.01% 1295
2020
Q1 		$10.5M Buy
753,900
+179,782
+31% +$3.3M 0.01% 1294
2019
Q4 		$10.9M Sell
574,118
-13,601
-2% -$249K ﹤0.01% 1579
2019
Q3 		$10.4M Sell
587,719
-211,689
-26% -$3.68M ﹤0.01% 1539
2019
Q2 		$13.9M Sell
799,408
-32,810
-4% -$597K 0.01% 1328
2019
Q1 		$15.7M Buy
832,218
+91,030
+12% +$1.62M 0.01% 1225
2018
Q4 		$11.9M Sell
741,188
-46,606
-6% -$781K 0.01% 1336
2018
Q3 		$13.3M Sell
787,794
-12,258
-2% -$203K 0.01% 1413
2018
Q2 		$12.8M Sell
800,052
-182,465
-19% -$2.76M 0.01% 1362
2018
Q1 		$15.3M Sell
982,517
-119,469
-11% -$1.87M 0.01% 1266
2017
Q4 		$19.8M Sell
1,101,986
-244,212
-18% -$4.38M 0.01% 1138
2017
Q3 		$23.9M Sell
1,346,198
-16,737
-1% -$309K 0.01% 984
2017
Q2 		$27.4M Buy
1,362,935
+55,558
+4% +$1.13M 0.01% 853
2017
Q1 		$26M Buy
1,307,377
+108,363
+9% +$2.07M 0.01% 864
2016
Q4 		$22.7M Buy
1,199,014
+44,865
+4% +$850K 0.01% 981
2016
Q3 		$24.9M Buy
1,154,149
+422,327
+58% +$8.93M 0.01% 869
2016
Q2 		$15.4M Buy
731,822
+718,244
+5,290% +$13.8M 0.01% 1129
2016
Q1 		$253K Sell
13,578
-6,551
-33% -$113K ﹤0.01% 4204
2015
Q4 		$339K Buy
20,129
+5,827
+41% +$92.7K ﹤0.01% 4128
2015
Q3 		$216K Sell
14,302
-1,717
-11% -$26.4K ﹤0.01% 4260
2015
Q2 		$246K Buy
16,019
+3,519
+28% +$58.3K ﹤0.01% 4207
2015
Q1 		$220K Buy
12,500
+10,500
+525% +$177K ﹤0.01% 4169
2014
Q4 		$33K Buy
+2,000
New +$30.5K ﹤0.01% 5222
2014
Q3 		– Sell
-700
Closed -$10K – 6455
2014
Q2 		$10K Buy
+700
New +$9.56K ﹤0.01% 5428
2013
Q4 		– Sell
-373
Closed -$5K – 6629
2013
Q3 		$5K Buy
+373
New +$4.36K ﹤0.01% 5663

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 $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

Royal Bank of Canada's DOC Position: Q1 2024 in Review

Royal Bank of Canada sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 250,501 shares — an estimated $3.33M sold.

Royal Bank of Canada first reported a position in DOC in Q3 2013 and held it in 39 quarters. The position peaked at $27.4M in Q2 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Royal Bank of Canada reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Royal Bank of Canada sold 250,501 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $3.33M.
  • Royal Bank of Canada first reported a position in PHYSICIANS REALTY TRUST in Q3 2013 and held it in 39 quarters.
  • Royal Bank of Canada's PHYSICIANS REALTY TRUST position peaked at $27.4M in Q2 2017.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Royal Bank of Canada's 13F filing for Q1 2024, filed 15 May 2024.