BIG
DOC

Bellwether Investment Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-754
Closed -$15K – 791
2017
Q1 		$15K Sell
754
-2,366
-76% -$45.2K 0.04% 399
2016
Q4 		$59K Buy
+3,120
New +$59.1K 0.05% 251
2016
Q2 		$246K Buy
+11,712
New +$225K 0.27% 99

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bellwether Investment Group's DOC Position: Q2 2017 in Review

Bellwether Investment Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2017, closing a stake of 754 shares — an estimated $15K sold.

Bellwether Investment Group first reported a position in DOC in Q2 2016 and held it in 3 quarters. The position peaked at $246K in Q2 2016. 258 funds tracked by Wall St. Rank hold DOC as of Q2 2017.

  • Bellwether Investment Group reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 754 PHYSICIANS REALTY TRUST shares in Q2 2017, an estimated $15K.
  • Bellwether Investment Group first reported a position in PHYSICIANS REALTY TRUST in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's PHYSICIANS REALTY TRUST position peaked at $246K in Q2 2016.
  • 258 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.