Truist Financial
DOC

Truist Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Truist Financial’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
-124,096
Closed -$1.65M – 2783
2023
Q4 		$1.65M Sell
124,096
-31,187
-20% -$370K ﹤0.01% 1363
2023
Q3 		$1.89M Buy
155,283
+5,019
+3% +$69.4K ﹤0.01% 1266
2023
Q2 		$2.1M Sell
150,264
-1,188
-0.8% -$16.9K ﹤0.01% 1242
2023
Q1 		$2.26M Buy
151,452
+2,379
+2% +$35.9K ﹤0.01% 1165
2022
Q4 		$2.16M Sell
149,073
-1,666
-1% -$24.2K ﹤0.01% 1176
2022
Q3 		$2.27M Sell
150,739
-733
-0.5% -$12.4K ﹤0.01% 1102
2022
Q2 		$2.64M Sell
151,472
-37,974
-20% -$670K ﹤0.01% 1085
2022
Q1 		$3.32M Buy
189,446
+5,250
+3% +$92.2K 0.01% 1062
2021
Q4 		$3.47M Buy
184,196
+2,149
+1% +$39.6K 0.01% 1036
2021
Q3 		$3.21M Buy
182,047
+5,204
+3% +$96.2K 0.01% 1054
2021
Q2 		$3.27M Buy
176,843
+2,530
+1% +$47.1K 0.01% 1059
2021
Q1 		$3.08M Buy
174,313
+1,481
+0.9% +$26.3K 0.01% 1035
2020
Q4 		$3.08M Buy
172,832
+28,040
+19% +$502K 0.01% 996
2020
Q3 		$2.59M Sell
144,792
-18,939
-12% -$337K 0.01% 966
2020
Q2 		$2.87M Buy
163,731
+5,106
+3% +$83.3K 0.01% 897
2020
Q1 		$2.21M Buy
158,625
+4,756
+3% +$87.4K 0.01% 939
2019
Q4 		$2.91M Buy
+153,869
New +$2.82M 0.01% 966

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

Truist Financial's DOC Position: Q1 2024 in Review

Truist Financial sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 124,096 shares — an estimated $1.65M sold.

Truist Financial first reported a position in DOC in Q4 2019 and held it in 17 quarters. The position peaked at $3.47M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Truist Financial reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Truist Financial sold 124,096 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.65M.
  • Truist Financial first reported a position in PHYSICIANS REALTY TRUST in Q4 2019 and held it in 17 quarters.
  • Truist Financial's PHYSICIANS REALTY TRUST position peaked at $3.47M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.