State Street
DOC

State Street’s PHYSICIANS REALTY TRUST DOC Stock Holding History

State Street’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
-12,738,112
Closed -$170M – 4483
2023
Q4 		$170M Buy
12,738,112
+203,678
+2% +$2.42M 0.01% 946
2023
Q3 		$153M Buy
12,534,434
+21,528
+0.2% +$298K 0.01% 912
2023
Q2 		$175M Buy
12,512,906
+452,288
+4% +$6.43M 0.01% 872
2023
Q1 		$180M Sell
12,060,618
-242
-0% -$3.65K 0.01% 824
2022
Q4 		$175M Buy
12,060,860
+455,447
+4% +$6.62M 0.01% 821
2022
Q3 		$175M Buy
11,605,413
+59,564
+0.5% +$1.01M 0.01% 774
2022
Q2 		$201M Buy
11,545,849
+204,669
+2% +$3.61M 0.01% 737
2022
Q1 		$201M Buy
11,341,180
+1,591,038
+16% +$27.9M 0.01% 832
2021
Q4 		$184M Buy
9,750,142
+917,896
+10% +$16.9M 0.01% 907
2021
Q3 		$156M Buy
8,832,246
+333,162
+4% +$6.16M 0.01% 975
2021
Q2 		$157M Buy
8,499,084
+185,727
+2% +$3.45M 0.01% 993
2021
Q1 		$149M Sell
8,313,357
-207,693
-2% -$3.69M 0.01% 946
2020
Q4 		$152M Sell
8,521,050
-1,191
-0% -$21.3K 0.01% 879
2020
Q3 		$153M Sell
8,522,241
-493,662
-5% -$8.79M 0.01% 774
2020
Q2 		$158M Buy
9,015,903
+2,565,592
+40% +$41.8M 0.01% 743
2020
Q1 		$89.9M Buy
6,450,311
+806,829
+14% +$14.8M 0.01% 910
2019
Q4 		$107M Sell
5,643,482
-619,213
-10% -$11.4M 0.01% 1002
2019
Q3 		$111M Sell
6,262,695
-89,074
-1% -$1.55M 0.01% 939
2019
Q2 		$111M Buy
6,351,769
+779,275
+14% +$14.2M 0.01% 968
2019
Q1 		$105M Buy
5,572,494
+1,271,281
+30% +$22.6M 0.01% 974
2018
Q4 		$68.9M Buy
4,301,213
+109,629
+3% +$1.84M 0.01% 1142
2018
Q3 		$70.7M Buy
4,191,584
+122,137
+3% +$2.02M 0.01% 1309
2018
Q2 		$64.9M Sell
4,069,447
-51,056
-1% -$772K 0.01% 1311
2018
Q1 		$64.2M Buy
4,120,503
+41,250
+1% +$647K 0.01% 1269
2017
Q4 		$73.4M Buy
4,079,253
+242,321
+6% +$4.35M 0.01% 1202
2017
Q3 		$68M Buy
3,836,932
+340,397
+10% +$6.28M 0.01% 1196
2017
Q2 		$70.4M Buy
3,496,535
+238,502
+7% +$4.84M 0.01% 1149
2017
Q1 		$64.7M Buy
3,258,033
+435,017
+15% +$8.31M 0.01% 1165
2016
Q4 		$53.5M Buy
2,823,016
+83,186
+3% +$1.58M 0.01% 1235
2016
Q3 		$59M Buy
2,739,830
+313,707
+13% +$6.63M 0.01% 1134
2016
Q2 		$51M Buy
2,426,123
+519,416
+27% +$9.96M 0.01% 1175
2016
Q1 		$35.4M Buy
1,906,707
+415,461
+28% +$7.16M ﹤0.01% 1338
2015
Q4 		$25.1M Buy
1,491,246
+268,684
+22% +$4.28M ﹤0.01% 1553
2015
Q3 		$18.4M Sell
1,222,562
-72,020
-6% -$1.11M ﹤0.01% 1801
2015
Q2 		$19.9M Buy
1,294,582
+70,186
+6% +$1.16M ﹤0.01% 1883
2015
Q1 		$21.6M Buy
1,224,396
+517,858
+73% +$8.74M ﹤0.01% 1801
2014
Q4 		$11.7M Buy
706,538
+168,440
+31% +$2.57M ﹤0.01% 2134
2014
Q3 		$7.39M Buy
538,098
+128,518
+31% +$1.84M ﹤0.01% 2333
2014
Q2 		$5.9M Buy
409,580
+142,193
+53% +$1.94M ﹤0.01% 2499
2014
Q1 		$3.72M Buy
267,387
+51,143
+24% +$665K ﹤0.01% 2745
2013
Q4 		$2.75M Buy
216,244
+130,491
+152% +$1.61M ﹤0.01% 2917
2013
Q3 		$1.04M Buy
+85,753
New +$1M ﹤0.01% 3244

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

State Street's DOC Position: Q1 2024 in Review

State Street sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 12,738,112 shares — an estimated $170M sold.

State Street first reported a position in DOC in Q3 2013 and held it in 42 quarters. The position peaked at $201M in Q1 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • State Street reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • State Street sold 12,738,112 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $170M.
  • State Street first reported a position in PHYSICIANS REALTY TRUST in Q3 2013 and held it in 42 quarters.
  • State Street's PHYSICIANS REALTY TRUST position peaked at $201M in Q1 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on State Street's 13F filing for Q1 2024, filed 15 May 2024.