AIL
DOC

AGF Investments LLC’s PHYSICIANS REALTY TRUST DOC Stock Holding History

AGF Investments LLC’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
2022
Q3 		$1.47M Buy
97,410
+46,110
+90% +$778K 0.13% 153
2022
Q2 		$895K Buy
+51,300
New +$906K 0.08% 175
2021
Q1 		– Sell
-1,650
Closed -$29K – 538
2020
Q4 		$29K Buy
+1,650
New +$29.5K ﹤0.01% 361
2019
Q4 		– Sell
-218
Closed -$4K – 725
2019
Q3 		$4K Sell
218
-848
-80% -$14.7K ﹤0.01% 602
2019
Q2 		$19K Buy
1,066
+556
+109% +$10.1K ﹤0.01% 466
2019
Q1 		$10K Sell
510
-8,184
-94% -$146K ﹤0.01% 496
2018
Q4 		$139K Buy
8,694
+5,423
+166% +$90.9K 0.02% 344
2018
Q3 		$55K Sell
3,271
-354
-10% -$5.87K 0.01% 354
2018
Q2 		$57 Buy
3,625
+3,102
+593% +$46.9K 0.01% 356
2018
Q1 		$8K Buy
523
+5
+1% +$78 ﹤0.01% 549
2017
Q4 		$9K Hold
518
– – ﹤0.01% 641
2017
Q3 		$9K Buy
518
+54
+12% +$997 ﹤0.01% 665
2017
Q2 		$9K Buy
+464
New +$9.42K ﹤0.01% 664

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AGF Investments LLC's DOC Position: Q3 2022 in Review

AGF Investments LLC increased its PHYSICIANS REALTY TRUST (DOC) stake by 90% in Q3 2022, buying an estimated $778K and bringing the position to 97,410 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #153.

AGF Investments LLC first reported a position in DOC in Q2 2017 and has held it in 13 quarters since. 355 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

  • AGF Investments LLC held 97,410 shares of PHYSICIANS REALTY TRUST worth $1.47M as of Q3 2022.
  • AGF Investments LLC bought 46,110 PHYSICIANS REALTY TRUST shares in Q3 2022, an estimated $778K.
  • PHYSICIANS REALTY TRUST made up 0.13% of AGF Investments LLC's portfolio in Q3 2022, its #153 holding.
  • AGF Investments LLC first reported a position in PHYSICIANS REALTY TRUST in Q2 2017 and has held it in 13 quarters since.
  • 355 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.