TAM
DOC

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

Tocqueville 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
-304,321
Closed -$4.05M – 560
2023
Q4 		$4.05M Sell
304,321
-66,255
-18% -$787K 0.07% 193
2023
Q3 		$4.52M Sell
370,576
-43,355
-10% -$599K 0.09% 181
2023
Q2 		$5.79M Sell
413,931
-9,135
-2% -$130K 0.1% 167
2023
Q1 		$6.32M Buy
423,066
+167,645
+66% +$2.53M 0.12% 163
2022
Q4 		$3.7M Sell
255,421
-204,895
-45% -$2.98M 0.07% 217
2022
Q3 		$6.92M Sell
460,316
-8,890
-2% -$150K 0.14% 149
2022
Q2 		$8.19M Sell
469,206
-9,670
-2% -$171K 0.15% 150
2022
Q1 		$8.4M Buy
478,876
+8,195
+2% +$144K 0.13% 166
2021
Q4 		$8.86M Buy
470,681
+119,196
+34% +$2.2M 0.12% 175
2021
Q3 		$6.19M Buy
351,485
+5,830
+2% +$108K 0.09% 214
2021
Q2 		$6.38M Buy
345,655
+8,895
+3% +$165K 0.09% 229
2021
Q1 		$5.95M Buy
336,760
+163,171
+94% +$2.9M 0.09% 231
2020
Q4 		$3.09M Buy
+173,589
New +$3.11M 0.05% 288

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

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

Tocqueville Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 304,321 shares — an estimated $4.05M sold.

Tocqueville Asset Management first reported a position in DOC in Q4 2020 and held it in 13 quarters. The position peaked at $8.86M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Tocqueville Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Tocqueville Asset Management sold 304,321 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $4.05M.
  • Tocqueville Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2020 and held it in 13 quarters.
  • Tocqueville Asset Management's PHYSICIANS REALTY TRUST position peaked at $8.86M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Tocqueville Asset Management's 13F filing for Q1 2024, filed 9 May 2024.