UBS Group
DOC

UBS Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

UBS Group’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
-526,676
Closed -$7.01M – 10487
2023
Q4 		$7.01M Buy
526,676
+190,186
+57% +$2.26M ﹤0.01% 2414
2023
Q3 		$4.1M Sell
336,490
-77,418
-19% -$1.07M ﹤0.01% 2768
2023
Q2 		$5.79M Sell
413,908
-39,900
-9% -$567K ﹤0.01% 2440
2023
Q1 		$6.78M Buy
453,808
+131,760
+41% +$1.99M ﹤0.01% 2233
2022
Q4 		$4.66M Sell
322,048
-8,382
-3% -$122K ﹤0.01% 2569
2022
Q3 		$4.97M Sell
330,430
-68,809
-17% -$1.16M ﹤0.01% 2351
2022
Q2 		$6.97M Sell
399,239
-86,881
-18% -$1.53M ﹤0.01% 2090
2022
Q1 		$8.53M Sell
486,120
-201,699
-29% -$3.54M ﹤0.01% 2061
2021
Q4 		$13M Sell
687,819
-136
-0% -$2.51K ﹤0.01% 1923
2021
Q3 		$12.1M Buy
687,955
+85,933
+14% +$1.59M ﹤0.01% 1885
2021
Q2 		$11.1M Sell
602,022
-781
-0.1% -$14.5K ﹤0.01% 1942
2021
Q1 		$10.7M Buy
602,803
+409,924
+213% +$7.27M ﹤0.01% 1900
2020
Q4 		$3.43M Sell
192,879
-130,007
-40% -$2.33M ﹤0.01% 2856
2020
Q3 		$5.78M Buy
322,886
+47,976
+17% +$855K ﹤0.01% 2064
2020
Q2 		$4.82M Sell
274,910
-200,898
-42% -$3.28M ﹤0.01% 2075
2020
Q1 		$6.63M Sell
475,808
-136,236
-22% -$2.5M ﹤0.01% 1695
2019
Q4 		$11.6M Buy
612,044
+200,705
+49% +$3.68M ﹤0.01% 1822
2019
Q3 		$7.3M Buy
411,339
+130,777
+47% +$2.27M ﹤0.01% 2030
2019
Q2 		$4.89M Buy
280,562
+137,117
+96% +$2.49M ﹤0.01% 2342
2019
Q1 		$2.7M Sell
143,445
-79,130
-36% -$1.41M ﹤0.01% 2726
2018
Q4 		$3.57M Sell
222,575
-38,458
-15% -$644K ﹤0.01% 2477
2018
Q3 		$4.4M Buy
261,033
+106,338
+69% +$1.76M ﹤0.01% 2466
2018
Q2 		$2.47M Buy
154,695
+32,438
+27% +$490K ﹤0.01% 2981
2018
Q1 		$1.9M Sell
122,257
-141,252
-54% -$2.21M ﹤0.01% 3187
2017
Q4 		$4.74M Buy
263,509
+149,286
+131% +$2.68M ﹤0.01% 2400
2017
Q3 		$2.02M Sell
114,223
-164,410
-59% -$3.03M ﹤0.01% 3118
2017
Q2 		$5.61M Buy
278,633
+144,861
+108% +$2.94M ﹤0.01% 2049
2017
Q1 		$2.66M Buy
133,772
+10,327
+8% +$197K ﹤0.01% 2669
2016
Q4 		$2.34M Buy
123,445
+6,098
+5% +$116K ﹤0.01% 2772
2016
Q3 		$2.53M Buy
117,347
+10,138
+9% +$214K ﹤0.01% 2630
2016
Q2 		$2.25M Buy
107,209
+59,150
+123% +$1.13M ﹤0.01% 2677
2016
Q1 		$893K Buy
48,059
+5,594
+13% +$96.4K ﹤0.01% 3355
2015
Q4 		$716K Buy
42,465
+4,221
+11% +$67.2K ﹤0.01% 3671
2015
Q3 		$577K Sell
38,244
-161
-0.4% -$2.47K ﹤0.01% 3780
2015
Q2 		$590K Buy
38,405
+5,384
+16% +$89.2K ﹤0.01% 3981
2015
Q1 		$582K Buy
33,021
+12,275
+59% +$207K ﹤0.01% 4023
2014
Q4 		$344K Buy
+20,746
New +$317K ﹤0.01% 4542

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