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Atlas Private Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Atlas Private 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
-1,250
Closed -$22K – 774
2021
Q3 		$22K Hold
1,250
– – 0.01% 344
2021
Q2 		$23K Sell
1,250
-1,000
-44% -$18.6K 0.01% 346
2021
Q1 		$40K Hold
2,250
– – 0.02% 256
2020
Q4 		$40K Sell
2,250
-1,000
-31% -$17.9K 0.03% 248
2020
Q3 		$58K Sell
3,250
-1,200
-27% -$21.4K 0.05% 191
2020
Q2 		$78K Buy
+4,450
New +$72.6K 0.07% 164

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $552B AUM 44.19% 1-Year Est. Return

Atlas Private Wealth Advisors's DOC Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2021, closing a stake of 1,250 shares — an estimated $22K sold.

Atlas Private Wealth Advisors first reported a position in DOC in Q2 2020 and held it in 6 quarters. The position peaked at $78K in Q2 2020. 351 funds tracked by Wall St. Rank hold DOC as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,250 PHYSICIANS REALTY TRUST shares in Q4 2021, an estimated $22K.
  • Atlas Private Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $78K in Q2 2020.
  • 351 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.