BRWM
DOC

B. Riley Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

B. Riley Wealth Management’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
2022
Q2 		$326 Buy
18,687
+6,720
+56% +$119K ﹤0.01% 517
2022
Q1 		$210K Sell
11,967
-548
-4% -$9.62K 0.02% 549
2021
Q4 		$236K Sell
12,515
-72
-0.6% -$1.33K 0.02% 533
2021
Q3 		$222K Sell
12,587
-1,824
-13% -$33.7K 0.02% 537
2021
Q2 		$266K Buy
14,411
+2,003
+16% +$37.3K 0.03% 331
2021
Q1 		$219K Sell
12,408
-98
-0.8% -$1.74K 0.03% 349
2020
Q4 		$223K Sell
12,506
-5,251
-30% -$94K 0.03% 322
2020
Q3 		$318K Buy
+17,757
New +$316K 0.04% 292
2020
Q2 		– Sell
-13,523
Closed -$189K – 589
2020
Q1 		$189K Buy
+13,523
New +$249K 0.02% 439
2019
Q1 		– Sell
-10,200
Closed -$164K – 443
2018
Q4 		$164K Hold
10,200
– – 0.03% 312
2018
Q3 		$172K Buy
+10,200
New +$169K 0.04% 291
2016
Q1 		$1.81M Sell
97,402
-5,156
-5% -$88.9K 2.7% 3
2015
Q4 		$1.73M Sell
102,558
-11,905
-10% -$189K 2.21% 6
2015
Q3 		$1.73M Buy
114,463
+697
+0.6% +$10.7K 2.45% 6
2015
Q2 		$1.75M Buy
113,766
+160
+0.1% +$2.65K 1.39% 5
2015
Q1 		$2M Buy
113,606
+1,215
+1% +$20.5K 1.5% 3
2014
Q4 		$1.86M Buy
112,391
+192
+0.2% +$2.93K 1.53% 5
2014
Q3 		$1.54M Buy
112,199
+912
+0.8% +$13K 1.14% 8
2014
Q2 		$1.6M Buy
111,287
+74,038
+199% +$1.01M 1.04% 12
2014
Q1 		$519K Buy
+37,249
New +$484K 0.38% 51

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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

B. Riley Wealth Management's DOC Position: Q2 2022 in Review

B. Riley Wealth Management increased its PHYSICIANS REALTY TRUST (DOC) stake by 56% in Q2 2022, buying an estimated $119K and bringing the position to 18,687 shares worth $326. The position accounts for ﹤0.01% of the portfolio, ranked #517.

B. Riley Wealth Management first reported a position in DOC in Q1 2014 and has held it in 20 quarters since. The position peaked at $2M in Q1 2015. 349 funds tracked by Wall St. Rank hold DOC as of Q2 2022.

  • B. Riley Wealth Management held 18,687 shares of PHYSICIANS REALTY TRUST worth $326 as of Q2 2022.
  • B. Riley Wealth Management bought 6,720 PHYSICIANS REALTY TRUST shares in Q2 2022, an estimated $119K.
  • PHYSICIANS REALTY TRUST made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #517 holding.
  • B. Riley Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2014 and has held it in 20 quarters since.
  • B. Riley Wealth Management's PHYSICIANS REALTY TRUST position peaked at $2M in Q1 2015.
  • 349 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.