VLKIM
DOC

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

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 $1.87B AUM 37.01% 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

Van Lanschot Kempen Investment Management's DOC Position: Q1 2024 in Review

Van Lanschot Kempen Investment Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 820,400 shares — an estimated $10.9M sold.

Van Lanschot Kempen Investment Management first reported a position in DOC in Q1 2020 and held it in 14 quarters. The position peaked at $39.2M in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Van Lanschot Kempen Investment Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Van Lanschot Kempen Investment Management sold 820,400 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $10.9M.
  • Van Lanschot Kempen Investment Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2020 and held it in 14 quarters.
  • Van Lanschot Kempen Investment Management's PHYSICIANS REALTY TRUST position peaked at $39.2M in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2024, filed 14 May 2024.