BT
DOC

Beacon Trust’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Beacon Trust’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
Q1 		$1.87M Sell
94,033
-119
-0.1% -$2.27K 0.3% 91
2016
Q4 		$1.79M Buy
94,152
+8,490
+10% +$161K 0.29% 94
2016
Q3 		$1.84M Buy
85,662
+9,487
+12% +$201K 0.31% 90
2016
Q2 		$1.6M Buy
+76,175
New +$1.46M 0.27% 93

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Beacon Trust's DOC Position: Q1 2017 in Review

Beacon Trust reduced its PHYSICIANS REALTY TRUST (DOC) stake by 0.13% in Q1 2017, selling an estimated $2.27K and leaving 94,033 shares worth $1.87M. The position accounts for 0.3% of the portfolio, ranked #91.

Beacon Trust first reported a position in DOC in Q2 2016 and has held it in 4 quarters since. 223 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

  • Beacon Trust held 94,033 shares of PHYSICIANS REALTY TRUST worth $1.87M as of Q1 2017.
  • Beacon Trust sold 119 PHYSICIANS REALTY TRUST shares in Q1 2017, an estimated $2.27K.
  • PHYSICIANS REALTY TRUST made up 0.3% of Beacon Trust's portfolio in Q1 2017, its #91 holding.
  • Beacon Trust first reported a position in PHYSICIANS REALTY TRUST in Q2 2016 and has held it in 4 quarters since.
  • 223 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.