Belpointe Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-8,825	Closed	-$132K	–	3720
2023 Q1	$132K	Buy	8,825 +38	+0.4%	+$573	0.01%	1158
2022 Q4	$127K	Buy	8,787 +3	+0%	+$44	0.01%	1116
2022 Q3	$132K	Buy	8,784 +803	+10%	+$13.6K	0.01%	1020
2022 Q2	$139K	Buy	7,981 +614	+8%	+$10.8K	0.01%	970
2022 Q1	$129K	Buy	7,367 +2	+0%	+$35	0.01%	1101
2021 Q4	$138K	Buy	7,365 +143	+2%	+$2.63K	0.01%	1062
2021 Q3	$127K	Buy	7,222 +69	+1%	+$1.28K	0.01%	1054
2021 Q2	$132K	Buy	7,153 +1	+0%	+$19	0.01%	1007
2021 Q1	$126K	Buy	7,152 +1	+0%	+$18	0.01%	918
2020 Q4	$127K	Buy	7,151 +689	+11%	+$12.3K	0.01%	864
2020 Q3	$116K	Buy	6,462 +1	+0%	+$18	0.01%	724
2020 Q2	$113K	Buy	+6,461	New	+$105K	0.01%	685
2020 Q1	–	Sell	-6,459	Closed	-$122K	–	842
2019 Q4	$122K	Buy	6,459 +391	+6%	+$7.17K	0.02%	707
2019 Q3	$108K	Sell	6,068 -138	-2%	-$2.4K	0.02%	653
2019 Q2	$108K	Sell	6,206 -221	-3%	-$4.02K	0.02%	583
2019 Q1	$121K	Buy	+6,427	New	+$114K	0.02%	399
2018 Q4	–	Sell	-6,450	Closed	-$109K	–	671
2018 Q3	$109K	Buy	+6,450	New	+$107K	0.02%	627

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Belpointe Asset Management's DOC Position: Q2 2023 in Review

Belpointe Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2023, closing a stake of 8,825 shares — an estimated $132K sold.

Belpointe Asset Management first reported a position in DOC in Q3 2018 and held it in 17 quarters. The position peaked at $139K in Q2 2022. 352 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

Belpointe Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 8,825 PHYSICIANS REALTY TRUST shares in Q2 2023, an estimated $132K.
Belpointe Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2018 and held it in 17 quarters.
Belpointe Asset Management's PHYSICIANS REALTY TRUST position peaked at $139K in Q2 2022.
352 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.