SMDAM
DOC

Sumitomo Mitsui DS Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sumitomo Mitsui DS 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
-55,159
Closed -$734K – 807
2023
Q4 		$734K Sell
55,159
-89
-0.2% -$1.06K 0.01% 661
2023
Q3 		$673K Buy
55,248
+18,651
+51% +$258K 0.01% 642
2023
Q2 		$512K Hold
36,597
– – 0.01% 677
2023
Q1 		$546K Buy
36,597
+5,393
+17% +$81.4K 0.01% 656
2022
Q4 		$452K Hold
31,204
– – 0.01% 670
2022
Q3 		$469K Buy
31,204
+3,987
+15% +$67.3K 0.01% 638
2022
Q2 		$475K Buy
27,217
+3,847
+16% +$67.9K 0.01% 640
2022
Q1 		$410K Hold
23,370
– – 0.01% 687
2021
Q4 		$440K Buy
23,370
+3,484
+18% +$64.2K 0.01% 692
2021
Q3 		$350K Buy
19,886
+2,265
+13% +$41.9K 0.01% 696
2021
Q2 		$325K Buy
17,621
+1,171
+7% +$21.8K 0.01% 714
2021
Q1 		$290K Buy
16,450
+2,169
+15% +$38.5K 0.01% 704
2020
Q4 		$254K Hold
14,281
– – 0.01% 704
2020
Q3 		$255K Buy
14,281
+2,649
+23% +$47.2K 0.01% 680
2020
Q2 		$203K Buy
+11,632
New +$190K 0.01% 695

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

Sumitomo Mitsui DS Asset Management's DOC Position: Q1 2024 in Review

Sumitomo Mitsui DS Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 55,159 shares — an estimated $734K sold.

Sumitomo Mitsui DS Asset Management first reported a position in DOC in Q2 2020 and held it in 15 quarters. The position peaked at $734K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Sumitomo Mitsui DS Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 55,159 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $734K.
  • Sumitomo Mitsui DS Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and held it in 15 quarters.
  • Sumitomo Mitsui DS Asset Management's PHYSICIANS REALTY TRUST position peaked at $734K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2024, filed 2 May 2024.