AE Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

AE Wealth 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
2023 Q3	–	Sell	-10,167	Closed	-$142K	–	2115
2023 Q2	$142K	Sell	10,167 -3,729	-27%	-$53K	﹤0.01%	1776
2023 Q1	$207K	Sell	13,896 -2,027	-13%	-$30.6K	﹤0.01%	1723
2022 Q4	$230K	Sell	15,923 -18,384	-54%	-$267K	﹤0.01%	1618
2022 Q3	$516K	Sell	34,307 -3,677	-10%	-$62.1K	﹤0.01%	1249
2022 Q2	$663K	Buy	37,984 +11,833	+45%	+$209K	0.01%	1060
2022 Q1	$459K	Buy	26,151 +297	+1%	+$5.22K	﹤0.01%	1262
2021 Q4	$487K	Buy	25,854 +4,464	+21%	+$82.3K	﹤0.01%	1259
2021 Q3	$377K	Buy	21,390 +4,557	+27%	+$84.3K	﹤0.01%	1285
2021 Q2	$311K	Buy	+16,833	New	+$313K	﹤0.01%	1334
2020 Q3	–	Sell	-10,954	Closed	-$192K	–	1420
2020 Q2	$192K	Buy	+10,954	New	+$179K	﹤0.01%	1164

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AE Wealth Management's DOC Position: Q3 2023 in Review

AE Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2023, closing a stake of 10,167 shares — an estimated $142K sold.

AE Wealth Management first reported a position in DOC in Q2 2020 and held it in 10 quarters. The position peaked at $663K in Q2 2022. 361 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

AE Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2023 after selling out during the quarter.
AE Wealth Management sold 10,167 PHYSICIANS REALTY TRUST shares in Q3 2023, an estimated $142K.
AE Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and held it in 10 quarters.
AE Wealth Management's PHYSICIANS REALTY TRUST position peaked at $663K in Q2 2022.
361 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.