Swiss National Bank’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Swiss National Bank’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	-469,906	Closed	-$6.25M	–	2559
2023 Q4	$6.25M	Sell	469,906 -54,200	-10%	-$644K	﹤0.01%	1145
2023 Q3	$6.39M	Buy	524,106 +4,800	+0.9%	+$66.3K	0.01%	1125
2023 Q2	$7.27M	Buy	519,306 +26,700	+5%	+$379K	﹤0.01%	1088
2023 Q1	$7.35M	Sell	492,606 -53,800	-10%	-$812K	0.01%	1041
2022 Q4	$7.91M	Buy	546,406 +12,200	+2%	+$177K	0.01%	1039
2022 Q3	$8.03M	Buy	534,206 +4,300	+0.8%	+$72.6K	0.01%	1001
2022 Q2	$9.25M	Buy	529,906 +9,000	+2%	+$159K	0.01%	963
2022 Q1	$9.14M	Buy	520,906 +42,600	+9%	+$748K	0.01%	1076
2021 Q4	$9.01M	Buy	478,306 +2,200	+0.5%	+$40.5K	0.01%	1070
2021 Q3	$8.39M	Buy	476,106 +17,100	+4%	+$316K	0.01%	1095
2021 Q2	$8.48M	Sell	459,006 -16,700	-4%	-$311K	0.01%	1118
2021 Q1	$8.41M	Buy	475,706 +5,100	+1%	+$90.5K	0.01%	1098
2020 Q4	$8.38M	Buy	470,606 +11,500	+3%	+$206K	0.01%	1032
2020 Q3	$8.22M	Buy	459,106 +19,300	+4%	+$344K	0.01%	898
2020 Q2	$7.71M	Buy	439,806 +74,500	+20%	+$1.21M	0.01%	910
2020 Q1	$5.09M	Buy	365,306 +10,500	+3%	+$193K	0.01%	926
2019 Q4	$6.72M	Buy	354,806 +6,200	+2%	+$114K	0.01%	980
2019 Q3	$6.19M	Buy	348,606 +9,100	+3%	+$158K	0.01%	979
2019 Q2	$5.92M	Buy	339,506 +7,200	+2%	+$131K	0.01%	1009
2019 Q1	$6.25M	Buy	332,306 +10,400	+3%	+$185K	0.01%	955
2018 Q4	$5.16M	Buy	321,906 +4,400	+1%	+$73.7K	0.01%	968
2018 Q3	$5.35M	Buy	317,506 +7,900	+3%	+$131K	0.01%	1069
2018 Q2	$4.93M	Hold	309,606	–	–	0.01%	1105
2018 Q1	$4.82M	Buy	309,606 +6,900	+2%	+$108K	0.01%	1072
2017 Q4	$5.45M	Buy	302,706 +5,700	+2%	+$102K	0.01%	993
2017 Q3	$5.27M	Buy	297,006 +44,600	+18%	+$823K	0.01%	987
2017 Q2	$5.08M	Buy	252,406 +4,000	+2%	+$81.2K	0.01%	986
2017 Q1	$4.94M	Buy	248,406 +27,200	+12%	+$519K	0.01%	993
2016 Q4	$4.19M	Buy	221,206 +6,100	+3%	+$116K	0.01%	1066
2016 Q3	$4.63M	Sell	215,106 -2,700	-1%	-$57.1K	0.01%	958
2016 Q2	$4.58M	Buy	217,806 +46,806	+27%	+$897K	0.01%	958
2016 Q1	$3.06M	Buy	171,000 +56,000	+49%	+$965K	0.01%	1164
2015 Q4	$1.94M	Buy	115,000 +15,600	+16%	+$248K	﹤0.01%	1366
2015 Q3	$1.5M	Buy	99,400 +19,500	+24%	+$300K	﹤0.01%	1498
2015 Q2	$1.23M	Hold	79,900	–	–	﹤0.01%	1665
2015 Q1	$1.41M	Buy	79,900 +32,000	+67%	+$540K	﹤0.01%	1532
2014 Q4	$795K	Buy	+47,900	New	+$731K	﹤0.01%	1864

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

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

Swiss National Bank's DOC Position: Q1 2024 in Review

Swiss National Bank sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 469,906 shares — an estimated $6.25M sold.

Swiss National Bank first reported a position in DOC in Q4 2014 and held it in 37 quarters. The position peaked at $9.25M in Q2 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Swiss National Bank reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Swiss National Bank sold 469,906 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $6.25M.
Swiss National Bank first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and held it in 37 quarters.
Swiss National Bank's PHYSICIANS REALTY TRUST position peaked at $9.25M in Q2 2022.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Swiss National Bank's 13F filing for Q1 2024, filed 7 May 2024.