AAP
DOC

Arax Advisory Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Arax Advisory Partners’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
-2,600
Closed -$36.4K – 1389
2023
Q2 		$36.4K Hold
2,600
– – ﹤0.01% 503
2023
Q1 		$38.8K Hold
2,600
– – 0.01% 494
2022
Q4 		$37.6K Hold
2,600
– – 0.01% 484
2022
Q3 		$39K Buy
+2,600
New +$43.9K 0.01% 468
2022
Q2 		– Sell
-2,576
Closed -$45K – 1272
2022
Q1 		$45K Hold
2,576
– – 0.01% 472
2021
Q4 		$49K Hold
2,576
– – 0.01% 464
2021
Q3 		$45K Hold
2,576
– – 0.01% 467
2021
Q2 		$48K Buy
+2,576
New +$47.9K 0.01% 475

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arax Advisory Partners's DOC Position: Q3 2023 in Review

Arax Advisory Partners sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2023, closing a stake of 2,600 shares — an estimated $36.4K sold.

Arax Advisory Partners first reported a position in DOC in Q2 2021 and held it in 8 quarters. The position peaked at $49K in Q4 2021. 361 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • Arax Advisory Partners reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2023 after selling out during the quarter.
  • Arax Advisory Partners sold 2,600 PHYSICIANS REALTY TRUST shares in Q3 2023, an estimated $36.4K.
  • Arax Advisory Partners first reported a position in PHYSICIANS REALTY TRUST in Q2 2021 and held it in 8 quarters.
  • Arax Advisory Partners's PHYSICIANS REALTY TRUST position peaked at $49K in Q4 2021.
  • 361 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2023.

Based on Arax Advisory Partners's 13F filing for Q3 2023, filed 14 Nov 2023.