VCM
DOC

V3 Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

V3 Capital Management’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
-1,393,560
Closed -$18.5M – 14
2023
Q4 		$18.5M Sell
1,393,560
-1,300
-0.1% -$15.4K 5.1% 11
2023
Q3 		$17M Sell
1,394,860
-910,100
-39% -$12.6M 6.55% 7
2023
Q2 		$32.2M Sell
2,304,960
-150,600
-6% -$2.14M 10.32% 6
2023
Q1 		$36.7M Buy
2,455,560
+1,600
+0.1% +$24.1K 10.58% 6
2022
Q4 		$35.5M Sell
2,453,960
-39,300
-2% -$571K 10.66% 5
2022
Q3 		$37.5M Buy
2,493,260
+155,300
+7% +$2.62M 10.03% 5
2022
Q2 		$40.8M Sell
2,337,960
-482,100
-17% -$8.51M 9.49% 7
2022
Q1 		$49.5M Sell
2,820,060
-1,015,000
-26% -$17.8M 9.55% 6
2021
Q4 		$72.2M Buy
3,835,060
+1,345,060
+54% +$24.8M 10.42% 5
2021
Q3 		$43.9M Buy
+2,490,000
New +$46M 5.84% 10

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

V3 Capital Management's DOC Position: Q1 2024 in Review

V3 Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,393,560 shares — an estimated $18.5M sold.

V3 Capital Management first reported a position in DOC in Q3 2021 and held it in 10 quarters. The position peaked at $72.2M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • V3 Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • V3 Capital Management sold 1,393,560 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $18.5M.
  • V3 Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2021 and held it in 10 quarters.
  • V3 Capital Management's PHYSICIANS REALTY TRUST position peaked at $72.2M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on V3 Capital Management's 13F filing for Q1 2024, filed 15 May 2024.