SAM
DOC

Securian Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Securian Asset 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
-20,097
Closed -$267K – 935
2023
Q4 		$267K Sell
20,097
-100
-0.5% -$1.19K 0.01% 881
2023
Q3 		$246K Sell
20,197
-1,040
-5% -$14.4K 0.01% 882
2023
Q2 		$297K Buy
21,237
+449
+2% +$6.38K 0.01% 852
2023
Q1 		$310K Sell
20,788
-188
-0.9% -$2.84K 0.01% 836
2022
Q4 		$304K Buy
20,976
+310
+2% +$4.5K 0.01% 826
2022
Q3 		$311K Sell
20,666
-101,473
-83% -$1.71M 0.01% 795
2022
Q2 		$2.13M Sell
122,139
-61,527
-33% -$1.09M 0.05% 332
2022
Q1 		$3.22M Buy
183,666
+36
+0% +$632 0.06% 284
2021
Q4 		$3.46M Buy
183,630
+23,533
+15% +$434K 0.06% 278
2021
Q3 		$2.82M Sell
160,097
-275
-0.2% -$5.08K 0.06% 302
2021
Q2 		$2.96M Buy
160,372
+20,300
+14% +$378K 0.06% 297
2021
Q1 		$2.48M Buy
140,072
+9,929
+8% +$176K 0.05% 331
2020
Q4 		$2.32M Sell
130,143
-167,874
-56% -$3.01M 0.05% 337
2020
Q3 		$5.34M Sell
298,017
-5,901
-2% -$105K 0.13% 169
2020
Q2 		$5.32M Sell
303,918
-55,286
-15% -$902K 0.14% 162
2020
Q1 		$5.01M Sell
359,204
-106,500
-23% -$1.96M 0.14% 160
2019
Q4 		$8.82M Sell
465,704
-60,200
-11% -$1.1M 0.19% 129
2019
Q3 		$9.34M Sell
525,904
-29,200
-5% -$507K 0.21% 119
2019
Q2 		$9.68M Sell
555,104
-6,488
-1% -$118K 0.22% 111
2019
Q1 		$10.6M Buy
561,592
+84,027
+18% +$1.5M 0.25% 101
2018
Q4 		$7.66M Buy
477,565
+100,065
+27% +$1.68M 0.21% 115
2018
Q3 		$6.37M Buy
377,500
+64,400
+21% +$1.07M 0.15% 145
2018
Q2 		$4.99M Buy
313,100
+286,400
+1,073% +$4.33M 0.12% 180
2018
Q1 		$416K Sell
26,700
-299,600
-92% -$4.7M 0.01% 837
2017
Q4 		$5.87M Sell
326,300
-100,500
-24% -$1.8M 0.15% 155
2017
Q3 		$7.57M Sell
426,800
-323,500
-43% -$5.97M 0.2% 124
2017
Q2 		$15.1M Buy
750,300
+44,400
+6% +$901K 0.4% 69
2017
Q1 		$14M Sell
705,900
-46,300
-6% -$884K 0.38% 69
2016
Q4 		$14.3M Buy
752,200
+63,600
+9% +$1.2M 0.38% 75
2016
Q3 		$14.8M Sell
688,600
-11,700
-2% -$247K 0.4% 68
2016
Q2 		$14.7M Buy
700,300
+401,400
+134% +$7.7M 0.41% 60
2016
Q1 		$5.55M Buy
298,900
+62,900
+27% +$1.08M 0.16% 139
2015
Q4 		$3.98M Sell
236,000
-82,400
-26% -$1.31M 0.12% 178
2015
Q3 		$4.8M Sell
318,400
-90,100
-22% -$1.38M 0.16% 133
2015
Q2 		$6.28M Buy
408,500
+5,700
+1% +$94.4K 0.2% 121
2015
Q1 		$7.09M Buy
402,800
+95,900
+31% +$1.62M 0.21% 109
2014
Q4 		$5.09M Sell
306,900
-19,100
-6% -$292K 0.16% 148
2014
Q3 		$4.47M Buy
326,000
+233,200
+251% +$3.33M 0.15% 156
2014
Q2 		$1.33M Buy
+92,800
New +$1.27M 0.05% 367

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

Securian Asset Management's DOC Position: Q1 2024 in Review

Securian Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 20,097 shares — an estimated $267K sold.

Securian Asset Management first reported a position in DOC in Q2 2014 and held it in 39 quarters. The position peaked at $15.1M in Q2 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Securian Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Securian Asset Management sold 20,097 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $267K.
  • Securian Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2014 and held it in 39 quarters.
  • Securian Asset Management's PHYSICIANS REALTY TRUST position peaked at $15.1M in Q2 2017.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Securian Asset Management's 13F filing for Q1 2024, filed 26 Apr 2024.