Baystate Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Baystate 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
2023 Q4	$13.3K	Buy	+1,000	New	+$11.9K	﹤0.01%	663

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

Baystate Wealth Management's DOC Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in PHYSICIANS REALTY TRUST (DOC) in Q4 2023: 1,000 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #663 among its holdings.

347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

Baystate Wealth Management held 1,000 shares of PHYSICIANS REALTY TRUST worth $13.3K as of Q4 2023.
PHYSICIANS REALTY TRUST was a new Baystate Wealth Management position in Q4 2023.
PHYSICIANS REALTY TRUST made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #663 holding.
347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.