AG
DOC

Advisor Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Advisor Group’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
2019
Q4 		$867K Sell
45,751
-1,464
-3% -$26.9K 0.01% 1289
2019
Q3 		$839K Buy
47,215
+11,612
+33% +$202K 0.01% 1256
2019
Q2 		$622K Buy
35,603
+10,582
+42% +$192K ﹤0.01% 1462
2019
Q1 		$471K Buy
25,021
+1,964
+9% +$35K ﹤0.01% 1638
2018
Q4 		$368K Buy
23,057
+443
+2% +$7.42K ﹤0.01% 1623
2018
Q3 		$381K Buy
22,614
+7,934
+54% +$132K ﹤0.01% 1672
2018
Q2 		$234K Buy
14,680
+1,309
+10% +$19.8K ﹤0.01% 1855
2018
Q1 		$208K Buy
13,371
+796
+6% +$12.5K ﹤0.01% 1951
2017
Q4 		$227K Buy
12,575
+2,018
+19% +$36.2K ﹤0.01% 1887
2017
Q3 		$188K Sell
10,557
-119
-1% -$2.2K ﹤0.01% 1904
2017
Q2 		$215K Sell
10,676
-2,088
-16% -$42.4K ﹤0.01% 1732
2017
Q1 		$253K Sell
12,764
-20,629
-62% -$394K 0.01% 1491
2016
Q4 		$634K Buy
33,393
+5,137
+18% +$97.3K 0.01% 872
2016
Q3 		$608K Buy
28,256
+11,955
+73% +$253K 0.01% 867
2016
Q2 		$341K Buy
+16,301
New +$313K 0.01% 1128

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Advisor Group's DOC Position: Q4 2019 in Review

Advisor Group reduced its PHYSICIANS REALTY TRUST (DOC) stake by 3.1% in Q4 2019, selling an estimated $26.9K and leaving 45,751 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #1289.

Advisor Group first reported a position in DOC in Q2 2016 and has held it in 15 quarters since. 295 funds tracked by Wall St. Rank hold DOC as of Q4 2019.

  • Advisor Group held 45,751 shares of PHYSICIANS REALTY TRUST worth $867K as of Q4 2019.
  • Advisor Group sold 1,464 PHYSICIANS REALTY TRUST shares in Q4 2019, an estimated $26.9K.
  • PHYSICIANS REALTY TRUST made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1289 holding.
  • Advisor Group first reported a position in PHYSICIANS REALTY TRUST in Q2 2016 and has held it in 15 quarters since.
  • 295 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.