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
2023
Q2 		– Sell
-126,000
Closed -$1.88M – 10465
2023
Q1 		$1.88M Buy
+126,000
New +$1.9M ﹤0.01% 3499

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 Group's DOC Position: Q1 2024 in Review

UBS Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 526,676 shares — an estimated $7.01M sold.

UBS Group first reported a position in DOC in Q4 2014 and held it in 37 quarters. The position peaked at $13M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • UBS Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • UBS Group sold 526,676 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $7.01M.
  • UBS Group first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and held it in 37 quarters.
  • UBS Group's PHYSICIANS REALTY TRUST position peaked at $13M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

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