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Beacon Investment Advisory Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Beacon Investment Advisory Services’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
-18,034
Closed -$320K – 273
2017
Q3 		$320K Buy
+18,034
New +$333K 0.03% 225

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Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Beacon Investment Advisory Services's DOC Position: Q4 2017 in Review

Beacon Investment Advisory Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2017, closing a stake of 18,034 shares — an estimated $320K sold.

Beacon Investment Advisory Services first reported a position in DOC in Q3 2017 and held it in 1 quarter. The position peaked at $320K in Q3 2017. 258 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

  • Beacon Investment Advisory Services reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2017 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 18,034 PHYSICIANS REALTY TRUST shares in Q4 2017, an estimated $320K.
  • Beacon Investment Advisory Services first reported a position in PHYSICIANS REALTY TRUST in Q3 2017 and held it in 1 quarter.
  • Beacon Investment Advisory Services's PHYSICIANS REALTY TRUST position peaked at $320K in Q3 2017.
  • 258 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2017.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2017, filed 2 Feb 2018.