Avion Wealth’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Avion Wealth’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 Q4	–	Sell	-41	Closed	–	–	1409
2023 Q3	$0	Buy	+41	New	+$567	﹤0.01%	1299

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avion Wealth's DOC Position: Q4 2023 in Review

Avion Wealth sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 41 shares.

Avion Wealth first reported a position in DOC in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

Avion Wealth reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 41 PHYSICIANS REALTY TRUST shares in Q4 2023.
Avion Wealth first reported a position in PHYSICIANS REALTY TRUST in Q3 2023 and held it in 1 quarter.
Avion Wealth's PHYSICIANS REALTY TRUST position peaked at $0 in Q3 2023.
347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.