Van Lanschot Kempen Investment Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Van Lanschot Kempen Investment 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	-820,400	Closed	-$10.9M	–	227
2023 Q4	$10.9M	Sell	820,400 -368,232	-31%	-$4.37M	0.15%	131
2023 Q3	$14.5M	Sell	1,188,632 -657,280	-36%	-$9.09M	0.27%	92
2023 Q2	$25.8M	Sell	1,845,912 -778,200	-30%	-$11.1M	0.47%	74
2023 Q1	$39.2M	Buy	2,624,112 +8,700	+0.3%	+$131K	0.75%	50
2022 Q4	$37.8M	Buy	2,615,412 +658,900	+34%	+$9.57M	1.1%	33
2022 Q3	$29.4M	Buy	1,956,512 +86,912	+5%	+$1.47M	1.18%	24
2022 Q2	$32.6M	Sell	1,869,600 -262,882	-12%	-$4.64M	1.17%	27
2022 Q1	$37.4M	Buy	2,132,482 +980,482	+85%	+$17.2M	1.14%	28
2021 Q4	$21.7M	Sell	1,152,000 -41,200	-3%	-$759K	0.67%	61
2021 Q3	$21M	Buy	1,193,200 +260,600	+28%	+$4.82M	0.76%	54
2021 Q2	$17.2M	Buy	932,600 +873,980	+1,491%	+$16.3M	0.61%	65
2021 Q1	$1.05M	Buy	+58,620	New	+$1.04M	0.05%	143
2020 Q3	–	Sell	-386,027	Closed	-$6.76M	–	175
2020 Q2	$6.76M	Buy	386,027 +134,127	+53%	+$2.19M	0.49%	79
2020 Q1	$3.51M	Buy	+251,900	New	+$4.63M	0.29%	90

Other funds holding DOC

CIBC World Markets New York $19.9B AUM

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return