US Bancorp
DOC

US Bancorp’s PHYSICIANS REALTY TRUST DOC Stock Holding History

US Bancorp’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
-21,610
Closed -$288K – 4167
2023
Q4 		$288K Buy
21,610
+12,034
+126% +$143K ﹤0.01% 1826
2023
Q3 		$117K Sell
9,576
-5,354
-36% -$74K ﹤0.01% 2076
2023
Q2 		$209K Buy
14,930
+3,836
+35% +$54.5K ﹤0.01% 1844
2023
Q1 		$166K Sell
11,094
-2,216
-17% -$33.4K ﹤0.01% 1951
2022
Q4 		$193K Sell
13,310
-2,470
-16% -$35.9K ﹤0.01% 1886
2022
Q3 		$237K Buy
15,780
+3,922
+33% +$66.2K ﹤0.01% 1764
2022
Q2 		$207K Sell
11,858
-1,116
-9% -$19.7K ﹤0.01% 1869
2022
Q1 		$228K Sell
12,974
-14,294
-52% -$251K ﹤0.01% 1891
2021
Q4 		$514K Sell
27,268
-1,509
-5% -$27.8K ﹤0.01% 1513
2021
Q3 		$507K Sell
28,777
-2,424
-8% -$44.8K ﹤0.01% 1509
2021
Q2 		$577K Sell
31,201
-451
-1% -$8.39K ﹤0.01% 1476
2021
Q1 		$560K Sell
31,652
-1,977
-6% -$35.1K ﹤0.01% 1432
2020
Q4 		$599K Sell
33,629
-1,736
-5% -$31.1K ﹤0.01% 1346
2020
Q3 		$634K Sell
35,365
-6
-0% -$107 ﹤0.01% 1204
2020
Q2 		$619K Buy
35,371
+1,912
+6% +$31.2K ﹤0.01% 1172
2020
Q1 		$466K Buy
33,459
+4,025
+14% +$74K ﹤0.01% 1240
2019
Q4 		$557K Buy
29,434
+2,305
+8% +$42.3K ﹤0.01% 1311
2019
Q3 		$481K Sell
27,129
-10,636
-28% -$185K ﹤0.01% 1388
2019
Q2 		$659K Sell
37,765
-11,372
-23% -$207K ﹤0.01% 1260
2019
Q1 		$924K Buy
49,137
+3,777
+8% +$67.3K ﹤0.01% 1099
2018
Q4 		$727K Buy
45,360
+6,162
+16% +$103K ﹤0.01% 1152
2018
Q3 		$660K Sell
39,198
-106
-0.3% -$1.76K ﹤0.01% 1321
2018
Q2 		$626K Sell
39,304
-2,158
-5% -$32.6K ﹤0.01% 1343
2018
Q1 		$646K Sell
41,462
-18,011
-30% -$282K ﹤0.01% 1323
2017
Q4 		$1.07M Buy
59,473
+3,149
+6% +$56.5K ﹤0.01% 1065
2017
Q3 		$999K Sell
56,324
-31,877
-36% -$588K ﹤0.01% 1081
2017
Q2 		$1.78M Buy
88,201
+38,433
+77% +$780K 0.01% 821
2017
Q1 		$989K Buy
49,768
+60
+0.1% +$1.15K ﹤0.01% 1080
2016
Q4 		$943K Buy
49,708
+16,782
+51% +$318K ﹤0.01% 1091
2016
Q3 		$709K Buy
32,926
+2,412
+8% +$51K ﹤0.01% 1203
2016
Q2 		$641K Sell
30,514
-771
-2% -$14.8K ﹤0.01% 1218
2016
Q1 		$581K Sell
31,285
-126
-0.4% -$2.17K ﹤0.01% 1232
2015
Q4 		$530K Buy
31,411
+9,744
+45% +$155K ﹤0.01% 1272
2015
Q3 		$327K Sell
21,667
-2,740
-11% -$42.1K ﹤0.01% 1493
2015
Q2 		$375K Buy
24,407
+720
+3% +$11.9K ﹤0.01% 1486
2015
Q1 		$417K Buy
23,687
+9,179
+63% +$155K ﹤0.01% 1439
2014
Q4 		$241K Buy
14,508
+7,143
+97% +$109K ﹤0.01% 1681
2014
Q3 		$101K Buy
7,365
+2,555
+53% +$36.5K ﹤0.01% 2108
2014
Q2 		$70K Buy
4,810
+2,678
+126% +$36.6K ﹤0.01% 2334
2014
Q1 		$30K Buy
2,132
+899
+73% +$11.7K ﹤0.01% 2688
2013
Q4 		$15K Buy
1,233
+888
+257% +$11K ﹤0.01% 2888
2013
Q3 		$4K Buy
+345
New +$4.03K ﹤0.01% 3127

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

US Bancorp's DOC Position: Q1 2024 in Review

US Bancorp sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 21,610 shares — an estimated $288K sold.

US Bancorp first reported a position in DOC in Q3 2013 and held it in 42 quarters. The position peaked at $1.78M in Q2 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • US Bancorp reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • US Bancorp sold 21,610 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $288K.
  • US Bancorp first reported a position in PHYSICIANS REALTY TRUST in Q3 2013 and held it in 42 quarters.
  • US Bancorp's PHYSICIANS REALTY TRUST position peaked at $1.78M in Q2 2017.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on US Bancorp's 13F filing for Q1 2024, filed 8 May 2024.