AIM
DOC

Advantage Investment Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Advantage 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
2016
Q3 		– Sell
-1,748
Closed -$37K – 1014
2016
Q2 		$37K Hold
1,748
– – 0.02% 385
2016
Q1 		$32K Hold
1,748
– – 0.01% 393
2015
Q4 		$29K Hold
1,748
– – 0.02% 412
2015
Q3 		$26K Hold
1,748
– – 0.01% 415
2015
Q2 		$27K Hold
1,748
– – 0.01% 434
2015
Q1 		$31K Buy
+1,748
New +$29.5K 0.02% 400

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Advantage Investment Management's DOC Position: Q3 2016 in Review

Advantage Investment Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2016, closing a stake of 1,748 shares — an estimated $37K sold.

Advantage Investment Management first reported a position in DOC in Q1 2015 and held it in 6 quarters. The position peaked at $37K in Q2 2016. 235 funds tracked by Wall St. Rank hold DOC as of Q3 2016.

  • Advantage Investment Management reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2016 after selling out during the quarter.
  • Advantage Investment Management sold 1,748 PHYSICIANS REALTY TRUST shares in Q3 2016, an estimated $37K.
  • Advantage Investment Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2015 and held it in 6 quarters.
  • Advantage Investment Management's PHYSICIANS REALTY TRUST position peaked at $37K in Q2 2016.
  • 235 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2016.

Based on Advantage Investment Management's 13F filing for Q3 2016, filed 27 Mar 2017.