Zurich Cantonal Bank’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Zurich Cantonal Bank’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	-157,105	Closed	-$2.09M	–	2765
2023 Q4	$2.09M	Buy	157,105 +8,505	+6%	+$101K	0.01%	730
2023 Q3	$1.81M	Buy	148,600 +4,094	+3%	+$56.6K	0.01%	734
2023 Q2	$2.02M	Buy	144,506 +5,286	+4%	+$75.1K	0.01%	702
2023 Q1	$2.08M	Buy	139,220 +10,607	+8%	+$160K	0.01%	679
2022 Q4	$1.86M	Buy	128,613 +3,446	+3%	+$50.1K	0.01%	687
2022 Q3	$1.88M	Buy	125,167 +4,029	+3%	+$68K	0.01%	681
2022 Q2	$2.11M	Sell	121,138 -27,102	-18%	-$478K	0.01%	663
2022 Q1	$2.6M	Sell	148,240 -357	-0.2%	-$6.27K	0.01%	657
2021 Q4	$2.8M	Buy	148,597 +4,704	+3%	+$86.7K	0.01%	665
2021 Q3	$2.54M	Buy	143,893 +40,514	+39%	+$749K	0.01%	701
2021 Q2	$1.91M	Sell	103,379 -780	-0.7%	-$14.5K	0.01%	739
2021 Q1	$1.84M	Sell	104,159 -2,037	-2%	-$36.1K	0.01%	724
2020 Q4	$1.89M	Buy	106,196 +2,011	+2%	+$36K	0.01%	757
2020 Q3	$1.87M	Buy	104,185 +1,595	+2%	+$28.4K	0.01%	709
2020 Q2	$1.8M	Buy	102,590 +9,683	+10%	+$158K	0.02%	662
2020 Q1	$1.29M	Buy	92,907 +382	+0.4%	+$7.02K	0.01%	689
2019 Q4	$1.75M	Sell	92,525 -37	-0%	-$679	0.01%	701
2019 Q3	$1.64M	Buy	92,562 +10,789	+13%	+$187K	0.01%	702
2019 Q2	$1.43M	Buy	81,773 +8,291	+11%	+$151K	0.01%	739
2019 Q1	$1.38M	Sell	73,482 -929	-1%	-$16.5K	0.01%	716
2018 Q4	$1.19M	Sell	74,411 -18,000	-19%	-$302K	0.01%	724
2018 Q3	$1.56M	Buy	92,411 +1,075	+1%	+$17.8K	0.01%	718
2018 Q2	$1.46M	Buy	91,336 +29,500	+48%	+$446K	0.01%	729
2018 Q1	$963K	Buy	61,836 +46,409	+301%	+$728K	0.01%	786
2017 Q4	$278K	Buy	15,427 +4,214	+38%	+$75.6K	﹤0.01%	1022
2017 Q3	$199K	Buy	11,213 +1,751	+19%	+$32.3K	﹤0.01%	1028
2017 Q2	$191K	Buy	9,462 +1,364	+17%	+$27.7K	﹤0.01%	1016
2017 Q1	$161K	Buy	8,098 +425	+6%	+$8.12K	﹤0.01%	1079
2016 Q4	$145K	Buy	7,673 +94	+1%	+$1.78K	﹤0.01%	1098
2016 Q3	$163K	Buy	7,579 +787	+12%	+$16.6K	﹤0.01%	1005
2016 Q2	$143K	Buy	6,792 +1,029	+18%	+$19.7K	﹤0.01%	1001
2016 Q1	$107K	Buy	5,763 +1,887	+49%	+$32.5K	﹤0.01%	1096
2015 Q4	$65K	Buy	3,876 +2,250	+138%	+$35.8K	﹤0.01%	1317
2015 Q3	$25K	Buy	1,626 +322	+25%	+$4.95K	﹤0.01%	1435
2015 Q2	$20K	Hold	1,304	–	–	﹤0.01%	1106
2015 Q1	$23K	Buy	1,304 +730	+127%	+$12.3K	﹤0.01%	1078
2014 Q4	$10K	Buy	+574	New	+$8.77K	﹤0.01%	952

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

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

Zurich Cantonal Bank's DOC Position: Q1 2024 in Review

Zurich Cantonal Bank sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 157,105 shares — an estimated $2.09M sold.

Zurich Cantonal Bank first reported a position in DOC in Q4 2014 and held it in 37 quarters. The position peaked at $2.8M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Zurich Cantonal Bank reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
Zurich Cantonal Bank sold 157,105 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $2.09M.
Zurich Cantonal Bank first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and held it in 37 quarters.
Zurich Cantonal Bank's PHYSICIANS REALTY TRUST position peaked at $2.8M in Q4 2021.
9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Zurich Cantonal Bank's 13F filing for Q1 2024, filed 25 Apr 2024.