AIA
DOC

Avalon Investment & Advisory’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Avalon Investment & Advisory’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
2017
Q4 		– Sell
-51,901
Closed -$920K – 392
2017
Q3 		$920K Sell
51,901
-1,437
-3% -$26.5K 0.03% 261
2017
Q2 		$1.07M Buy
+53,338
New +$1.08M 0.04% 254

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Avalon Investment & Advisory's DOC Position: Q4 2017 in Review

Avalon Investment & Advisory sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2017, closing a stake of 51,901 shares — an estimated $920K sold.

Avalon Investment & Advisory first reported a position in DOC in Q2 2017 and held it in 2 quarters. The position peaked at $1.07M in Q2 2017. 258 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

  • Avalon Investment & Advisory reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 51,901 PHYSICIANS REALTY TRUST shares in Q4 2017, an estimated $920K.
  • Avalon Investment & Advisory first reported a position in PHYSICIANS REALTY TRUST in Q2 2017 and held it in 2 quarters.
  • Avalon Investment & Advisory's PHYSICIANS REALTY TRUST position peaked at $1.07M in Q2 2017.
  • 258 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2017.

Based on Avalon Investment & Advisory's 13F filing for Q4 2017, filed 14 Feb 2018.