Thrivent Financial for Lutherans
DOC

Thrivent Financial for Lutherans’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Thrivent Financial for Lutherans’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
-59,578
Closed -$793K – 2601
2023
Q4 		$793K Sell
59,578
-129
-0.2% -$1.53K ﹤0.01% 1986
2023
Q3 		$728K Sell
59,707
-1,826
-3% -$25.2K ﹤0.01% 1934
2023
Q2 		$861K Buy
61,533
+1,293
+2% +$18.4K ﹤0.01% 1903
2023
Q1 		$899K Sell
60,240
-560
-0.9% -$8.45K ﹤0.01% 1849
2022
Q4 		$880K Buy
60,800
+900
+2% +$13.1K ﹤0.01% 1804
2022
Q3 		$901K Buy
59,900
+793
+1% +$13.4K ﹤0.01% 1750
2022
Q2 		$1.03M Buy
59,107
+1,544
+3% +$27.3K ﹤0.01% 1694
2022
Q1 		$1.01M Sell
57,563
-521
-0.9% -$9.15K ﹤0.01% 1826
2021
Q4 		$1.09M Sell
58,084
-19,319
-25% -$356K ﹤0.01% 1802
2021
Q3 		$1.36M Sell
77,403
-8,272
-10% -$153K ﹤0.01% 1629
2021
Q2 		$1.58M Sell
85,675
-27,786
-24% -$517K ﹤0.01% 1568
2021
Q1 		$2M Sell
113,461
-65,652
-37% -$1.17M ﹤0.01% 1430
2020
Q4 		$3.19M Sell
179,113
-72,369
-29% -$1.3M 0.01% 1056
2020
Q3 		$4.5M Sell
251,482
-8,532
-3% -$152K 0.01% 826
2020
Q2 		$4.56M Buy
260,014
+59,996
+30% +$978K 0.01% 744
2020
Q1 		$2.79M Sell
200,018
-971,174
-83% -$17.9M 0.01% 821
2019
Q4 		$22.2M Buy
1,171,192
+72,851
+7% +$1.34M 0.06% 355
2019
Q3 		$19.5M Sell
1,098,341
-405,182
-27% -$7.04M 0.06% 333
2019
Q2 		$26.2M Buy
1,503,523
+497,968
+50% +$9.06M 0.08% 282
2019
Q1 		$18.9M Buy
1,005,555
+70,377
+8% +$1.25M 0.06% 335
2018
Q4 		$15M Buy
935,178
+456,152
+95% +$7.64M 0.05% 355
2018
Q3 		$8.08M Buy
479,026
+16,890
+4% +$280K 0.03% 535
2018
Q2 		$7.37M Sell
462,136
-7,714
-2% -$117K 0.02% 571
2018
Q1 		$7.32M Sell
469,850
-5,860
-1% -$91.9K 0.02% 551
2017
Q4 		$8.56M Sell
475,710
-58,730
-11% -$1.05M 0.03% 507
2017
Q3 		$9.47M Sell
534,440
-5,000
-0.9% -$92.3K 0.03% 449
2017
Q2 		$10.9M Buy
539,440
+24,500
+5% +$497K 0.05% 381
2017
Q1 		$10.2M Buy
514,940
+23,700
+5% +$453K 0.04% 379
2016
Q4 		$9.31M Buy
491,240
+1,650
+0.3% +$31.3K 0.04% 417
2016
Q3 		$10.5M Buy
489,590
+22,020
+5% +$466K 0.05% 363
2016
Q2 		$9.82M Buy
467,570
+100
+0% +$1.92K 0.05% 374
2016
Q1 		$8.69M Buy
467,470
+350,330
+299% +$6.04M 0.04% 407
2015
Q4 		$1.98M Buy
117,140
+75,040
+178% +$1.19M 0.01% 856
2015
Q3 		$635K Hold
42,100
– – ﹤0.01% 1112
2015
Q2 		$647K Buy
42,100
+2,100
+5% +$34.8K ﹤0.01% 984
2015
Q1 		$704K Buy
40,000
+18,000
+82% +$304K ﹤0.01% 968
2014
Q4 		$365K Buy
22,000
+300
+1% +$4.58K ﹤0.01% 1282
2014
Q3 		$298K Buy
21,700
+11,500
+113% +$164K ﹤0.01% 1376
2014
Q2 		$147K Buy
+10,200
New +$139K ﹤0.01% 1670

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

Thrivent Financial for Lutherans's DOC Position: Q1 2024 in Review

Thrivent Financial for Lutherans sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 59,578 shares — an estimated $793K sold.

Thrivent Financial for Lutherans first reported a position in DOC in Q2 2014 and held it in 39 quarters. The position peaked at $26.2M in Q2 2019. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Thrivent Financial for Lutherans reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 59,578 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $793K.
  • Thrivent Financial for Lutherans first reported a position in PHYSICIANS REALTY TRUST in Q2 2014 and held it in 39 quarters.
  • Thrivent Financial for Lutherans's PHYSICIANS REALTY TRUST position peaked at $26.2M in Q2 2019.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2024, filed 14 May 2024.