UB
DOC

UMB Bank’s PHYSICIANS REALTY TRUST DOC Stock Holding History

UMB Bank’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
-3,000
Closed -$39.9K – 2211
2023
Q4 		$39.9K Sell
3,000
-500
-14% -$5.94K ﹤0.01% 880
2023
Q3 		$42.7K Hold
3,500
– – ﹤0.01% 870
2023
Q2 		$49K Buy
3,500
+400
+13% +$5.68K ﹤0.01% 852
2023
Q1 		$46.3K Buy
3,100
+300
+11% +$4.53K ﹤0.01% 852
2022
Q4 		$41K Hold
2,800
– – ﹤0.01% 905
2022
Q3 		$42K Buy
2,800
+400
+17% +$6.75K ﹤0.01% 917
2022
Q2 		$42K Hold
2,400
– – ﹤0.01% 965
2022
Q1 		$42K Sell
2,400
-109
-4% -$1.91K ﹤0.01% 1018
2021
Q4 		$48K Buy
+2,509
New +$46.2K ﹤0.01% 1012

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

UMB Bank's DOC Position: Q1 2024 in Review

UMB Bank sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 3,000 shares — an estimated $39.9K sold.

UMB Bank first reported a position in DOC in Q4 2021 and held it in 9 quarters. The position peaked at $49K in Q2 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • UMB Bank reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • UMB Bank sold 3,000 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $39.9K.
  • UMB Bank first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 9 quarters.
  • UMB Bank's PHYSICIANS REALTY TRUST position peaked at $49K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on UMB Bank's 13F filing for Q1 2024, filed 26 Apr 2024.