Wells Fargo
DOC

Wells Fargo’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Wells Fargo’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
-93,702
Closed -$1.25M – 7847
2023
Q4 		$1.25M Sell
93,702
-5,527
-6% -$65.6K ﹤0.01% 3282
2023
Q3 		$1.21M Sell
99,229
-41,100
-29% -$568K ﹤0.01% 3195
2023
Q2 		$1.96M Buy
140,329
+35,935
+34% +$511K ﹤0.01% 2932
2023
Q1 		$1.56M Buy
104,394
+28,019
+37% +$423K ﹤0.01% 3071
2022
Q4 		$1.11M Sell
76,375
-8,346
-10% -$121K ﹤0.01% 3186
2022
Q3 		$1.27M Sell
84,721
-1,969
-2% -$33.2K ﹤0.01% 3072
2022
Q2 		$1.51M Sell
86,690
-108,916
-56% -$1.92M ﹤0.01% 3005
2022
Q1 		$3.43M Sell
195,606
-135,853
-41% -$2.39M ﹤0.01% 2785
2021
Q4 		$6.24M Buy
331,459
+41,520
+14% +$765K ﹤0.01% 2350
2021
Q3 		$5.11M Sell
289,939
-16,567
-5% -$306K ﹤0.01% 2810
2021
Q2 		$5.66M Sell
306,506
-59,944
-16% -$1.11M ﹤0.01% 2756
2021
Q1 		$6.47M Sell
366,450
-88,604
-19% -$1.57M ﹤0.01% 2588
2020
Q4 		$8.1M Buy
455,054
+37,148
+9% +$665K ﹤0.01% 2288
2020
Q3 		$7.48M Sell
417,906
-32,409
-7% -$577K ﹤0.01% 2124
2020
Q2 		$7.89M Sell
450,315
-138,093
-23% -$2.25M ﹤0.01% 2048
2020
Q1 		$8.2M Buy
588,408
+266,977
+83% +$4.91M ﹤0.01% 1824
2019
Q4 		$6.09M Sell
321,431
-203,258
-39% -$3.73M ﹤0.01% 2381
2019
Q3 		$9.31M Sell
524,689
-2,652,934
-83% -$46.1M ﹤0.01% 1986
2019
Q2 		$55.4M Sell
3,177,623
-61,553
-2% -$1.12M 0.02% 863
2019
Q1 		$60.9M Sell
3,239,176
-370,427
-10% -$6.6M 0.02% 784
2018
Q4 		$57.9M Sell
3,609,603
-114,638
-3% -$1.92M 0.02% 748
2018
Q3 		$62.8M Sell
3,724,241
-140,373
-4% -$2.33M 0.02% 809
2018
Q2 		$61.6M Buy
3,864,614
+954,426
+33% +$14.4M 0.02% 805
2018
Q1 		$45.3M Buy
2,910,188
+763,414
+36% +$12M 0.01% 959
2017
Q4 		$38.6M Buy
2,146,774
+177,742
+9% +$3.19M 0.01% 1042
2017
Q3 		$34.9M Buy
1,969,032
+443,825
+29% +$8.19M 0.01% 1092
2017
Q2 		$30.7M Buy
1,525,207
+445,072
+41% +$9.04M 0.01% 1126
2017
Q1 		$21.5M Buy
1,080,135
+423,708
+65% +$8.09M 0.01% 1338
2016
Q4 		$12.4M Buy
656,427
+407,150
+163% +$7.71M ﹤0.01% 1694
2016
Q3 		$5.37M Sell
249,277
-23,619
-9% -$499K ﹤0.01% 2223
2016
Q2 		$5.73M Buy
272,896
+75,232
+38% +$1.44M ﹤0.01% 2217
2016
Q1 		$3.67M Sell
197,664
-519,308
-72% -$8.95M ﹤0.01% 2511
2015
Q4 		$12.1M Sell
716,972
-71,198
-9% -$1.13M ﹤0.01% 1670
2015
Q3 		$11.9M Sell
788,170
-9,175
-1% -$141K 0.01% 1678
2015
Q2 		$12.2M Buy
797,345
+22,469
+3% +$372K ﹤0.01% 1749
2015
Q1 		$13.6M Buy
774,876
+15,376
+2% +$260K 0.01% 1612
2014
Q4 		$12.6M Buy
759,500
+726,522
+2,203% +$11.1M ﹤0.01% 1639
2014
Q3 		$453K Buy
32,978
+28,498
+636% +$408K ﹤0.01% 3952
2014
Q2 		$65K Buy
4,480
+479
+12% +$6.54K ﹤0.01% 4868
2014
Q1 		$56K Buy
4,001
+2,000
+100% +$26K ﹤0.01% 4893
2013
Q4 		$25K Buy
+2,001
New +$24.7K ﹤0.01% 4965

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wells Fargo's DOC Position: Q1 2024 in Review

Wells Fargo sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 93,702 shares — an estimated $1.25M sold.

Wells Fargo first reported a position in DOC in Q4 2013 and held it in 41 quarters. The position peaked at $62.8M in Q3 2018. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Wells Fargo reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Wells Fargo sold 93,702 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.25M.
  • Wells Fargo first reported a position in PHYSICIANS REALTY TRUST in Q4 2013 and held it in 41 quarters.
  • Wells Fargo's PHYSICIANS REALTY TRUST position peaked at $62.8M in Q3 2018.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Wells Fargo's 13F filing for Q1 2024, filed 10 May 2024.