UBS AM
DOC

UBS AM’s PHYSICIANS REALTY TRUST DOC Stock Holding History

UBS AM’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
-1,510,056
Closed -$20.1M – 2593
2023
Q4 		$20.1M Buy
1,510,056
+150,012
+11% +$1.78M 0.01% 763
2023
Q3 		$16.6M Buy
1,360,044
+142,251
+12% +$1.97M 0.01% 803
2023
Q2 		$18.2M Hold
1,217,793
– – 0.01% 790
2023
Q1 		$18.2M Buy
1,217,793
+4,608
+0.4% +$69.5K 0.01% 790
2022
Q4 		$17.6M Buy
1,213,185
+141,805
+13% +$2.06M 0.01% 787
2022
Q3 		$16.1M Sell
1,071,380
-87,988
-8% -$1.49M 0.01% 819
2022
Q2 		$20.2M Sell
1,159,368
-248,201
-18% -$4.38M 0.01% 737
2022
Q1 		$24.7M Sell
1,407,569
-34,340
-2% -$603K 0.01% 784
2021
Q4 		$27.2M Buy
1,441,909
+139,499
+11% +$2.57M 0.01% 820
2021
Q3 		$22.9M Sell
1,302,410
-28,787
-2% -$532K 0.01% 832
2021
Q2 		$24.6M Sell
1,331,197
-37,365
-3% -$695K 0.01% 839
2021
Q1 		$24.2M Buy
1,368,562
+210,086
+18% +$3.73M 0.01% 811
2020
Q4 		$20.6M Buy
1,158,476
+274,709
+31% +$4.92M 0.01% 841
2020
Q3 		$15.8M Buy
883,767
+86,351
+11% +$1.54M 0.01% 833
2020
Q2 		$14M Buy
797,416
+61,725
+8% +$1.01M 0.01% 836
2020
Q1 		$10.3M Buy
735,691
+119,615
+19% +$2.2M 0.01% 857
2019
Q4 		$11.7M Buy
616,076
+28,189
+5% +$517K 0.01% 901
2019
Q3 		$10.4M Buy
587,887
+6,832
+1% +$119K 0.01% 939
2019
Q2 		$10.1M Sell
581,055
-51,618
-8% -$939K 0.01% 952
2019
Q1 		$11.9M Buy
632,673
+93,628
+17% +$1.67M 0.01% 883
2018
Q4 		$8.64M Sell
539,045
-4,542
-0.8% -$76.1K 0.01% 921
2018
Q3 		$9.16M Buy
543,587
+25,004
+5% +$415K 0.01% 957
2018
Q2 		$8.27M Sell
518,583
-112,077
-18% -$1.69M 0.01% 992
2018
Q1 		$9.82M Buy
630,660
+90,138
+17% +$1.41M 0.01% 933
2017
Q4 		$9.72M Buy
540,522
+175,174
+48% +$3.14M 0.01% 927
2017
Q3 		$6.48M Buy
365,348
+39,704
+12% +$733K 0.01% 1006
2017
Q2 		$6.56M Buy
325,644
+48,015
+17% +$975K 0.01% 980
2017
Q1 		$5.52M Buy
277,629
+69,901
+34% +$1.33M 0.01% 1000
2016
Q4 		$3.94M Sell
207,728
-5,598
-3% -$106K ﹤0.01% 1048
2016
Q3 		$4.59M Buy
213,326
+184
+0.1% +$3.89K ﹤0.01% 1045
2016
Q2 		$4.48M Buy
213,142
+54,014
+34% +$1.04M 0.01% 1049
2016
Q1 		$2.96M Sell
159,128
-7,456
-4% -$129K ﹤0.01% 1208
2015
Q4 		$2.81M Buy
166,584
+33,197
+25% +$528K ﹤0.01% 1284
2015
Q3 		$2.01M Buy
133,387
+11,625
+10% +$179K ﹤0.01% 1427
2015
Q2 		$1.87M Buy
121,762
+26,035
+27% +$431K ﹤0.01% 1432
2015
Q1 		$1.69M Buy
95,727
+45,800
+92% +$773K ﹤0.01% 1432
2014
Q4 		$829K Buy
+49,927
New +$762K ﹤0.01% 1676

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

UBS AM's DOC Position: Q1 2024 in Review

UBS AM sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,510,056 shares — an estimated $20.1M sold.

UBS AM first reported a position in DOC in Q4 2014 and held it in 37 quarters. The position peaked at $27.2M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • UBS AM reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • UBS AM sold 1,510,056 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $20.1M.
  • UBS AM first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and held it in 37 quarters.
  • UBS AM's PHYSICIANS REALTY TRUST position peaked at $27.2M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on UBS AM's 13F filing for Q1 2024, filed 15 May 2024.