AWA
DOC

Arkadios Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-8,142
Closed -$143K – 1975
2021
Q3 		$143K Buy
8,142
+835
+11% +$15.4K 0.02% 591
2021
Q2 		$134K Buy
7,307
+4,187
+134% +$77.9K 0.02% 642
2021
Q1 		$55K Buy
3,120
+32
+1% +$568 0.01% 668
2020
Q4 		$54K Sell
3,088
-4,194
-58% -$75.1K 0.01% 546
2020
Q3 		$130K Buy
7,282
+113
+2% +$2.01K 0.07% 250
2020
Q2 		$123K Buy
7,169
+780
+12% +$12.7K 0.07% 229
2020
Q1 		$89.1K Hold
6,389
– – 0.06% 244
2019
Q4 		$130K Buy
+6,389
New +$117K 0.08% 201

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arkadios Wealth Advisors's DOC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2021, closing a stake of 8,142 shares — an estimated $143K sold.

Arkadios Wealth Advisors first reported a position in DOC in Q4 2019 and held it in 8 quarters. The position peaked at $143K in Q3 2021. 351 funds tracked by Wall St. Rank hold DOC as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 8,142 PHYSICIANS REALTY TRUST shares in Q4 2021, an estimated $143K.
  • Arkadios Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $143K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.