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United Services Automobile Association’s PHYSICIANS REALTY TRUST DOC Stock Holding History

United Services Automobile Association’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
-18,572
Closed -$247K – 467
2023
Q4 		$247K Hold
18,572
– – 0.01% 426
2023
Q3 		$226K Buy
18,572
+3,856
+26% +$53.3K 0.01% 391
2023
Q2 		$206K Buy
14,716
+676
+5% +$9.61K 0.01% 343
2023
Q1 		$210K Sell
14,040
-5,379
-28% -$81.1K 0.01% 327
2022
Q4 		$281K Sell
19,419
-6,002
-24% -$87.2K 0.01% 511
2022
Q3 		$382K Buy
25,421
+1,855
+8% +$31.3K 0.01% 480
2022
Q2 		$411K Buy
+23,566
New +$416K 0.01% 470
2019
Q3 		– Sell
-861,715
Closed -$15M – 2221
2019
Q2 		$15M Buy
861,715
+24,650
+3% +$448K 0.04% 428
2019
Q1 		$15.7M Buy
837,065
+91,300
+12% +$1.63M 0.04% 402
2018
Q4 		$12M Buy
745,765
+27,260
+4% +$457K 0.03% 450
2018
Q3 		$12.1M Buy
718,505
+690,670
+2,481% +$11.4M 0.03% 498
2018
Q2 		$444K Hold
27,835
– – ﹤0.01% 1739
2018
Q1 		$433K Buy
+27,835
New +$436K ﹤0.01% 1750

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

United Services Automobile Association's DOC Position: Q1 2024 in Review

United Services Automobile Association sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 18,572 shares — an estimated $247K sold.

United Services Automobile Association first reported a position in DOC in Q1 2018 and held it in 13 quarters. The position peaked at $15.7M in Q1 2019. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • United Services Automobile Association reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • United Services Automobile Association sold 18,572 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $247K.
  • United Services Automobile Association first reported a position in PHYSICIANS REALTY TRUST in Q1 2018 and held it in 13 quarters.
  • United Services Automobile Association's PHYSICIANS REALTY TRUST position peaked at $15.7M in Q1 2019.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on United Services Automobile Association's 13F filing for Q1 2024, filed 15 May 2024.