AT
DOC

American Trust’s PHYSICIANS REALTY TRUST DOC Stock Holding History

American Trust’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
Q1 		– Sell
-10,412
Closed -$151K – 503
2022
Q4 		$151K Sell
10,412
-1,124
-10% -$16.3K 0.01% 420
2022
Q3 		$174K Sell
11,536
-1,480
-11% -$25K 0.01% 398
2022
Q2 		$227K Buy
13,016
+730
+6% +$12.9K 0.02% 386
2022
Q1 		$215K Hold
12,286
– – 0.01% 459
2021
Q4 		$231K Buy
+12,286
New +$226K 0.02% 313

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $12.2B AUM 12.45% 1-Year Est. Return

American Trust's DOC Position: Q1 2023 in Review

American Trust sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2023, closing a stake of 10,412 shares — an estimated $151K sold.

American Trust first reported a position in DOC in Q4 2021 and held it in 5 quarters. The position peaked at $231K in Q4 2021. 360 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

  • American Trust reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2023 after selling out during the quarter.
  • American Trust sold 10,412 PHYSICIANS REALTY TRUST shares in Q1 2023, an estimated $151K.
  • American Trust first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 5 quarters.
  • American Trust's PHYSICIANS REALTY TRUST position peaked at $231K in Q4 2021.
  • 360 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2023.

Based on American Trust's 13F filing for Q1 2023, filed 22 May 2023.