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

BerganKDV 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
2022 Q3	–	Sell	-722	Closed	-$13K	–	1105
2022 Q2	$13K	Buy	722 +9	+1%	+$159	﹤0.01%	553
2022 Q1	$13K	Buy	713 +9	+1%	+$158	﹤0.01%	583
2021 Q4	$13K	Buy	704 +8	+1%	+$147	﹤0.01%	630
2021 Q3	$12K	Buy	696 +9	+1%	+$166	﹤0.01%	617
2021 Q2	$13K	Buy	687 +8	+1%	+$149	﹤0.01%	573
2021 Q1	$12K	Buy	679 +9	+1%	+$160	﹤0.01%	562
2020 Q4	$12K	Buy	670 +8	+1%	+$143	﹤0.01%	546
2020 Q3	$12K	Buy	662 +9	+1%	+$160	﹤0.01%	493
2020 Q2	$11K	Buy	653 +9	+1%	+$147	﹤0.01%	538
2020 Q1	$9K	Buy	644 +8	+1%	+$147	﹤0.01%	511
2019 Q4	$12K	Buy	636 +8	+1%	+$147	﹤0.01%	513
2019 Q3	$11K	Buy	+628	New	+$10.9K	﹤0.01%	499
2019 Q2	–	Hold	0	–	–	–	513
2019 Q1	–	Hold	0	–	–	–	514
2018 Q4	–	Hold	0	–	–	–	487
2018 Q3	–	Hold	0	–	–	–	501
2018 Q2	–	Hold	0	–	–	–	521

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BTW

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

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

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

BerganKDV Wealth Management's DOC Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2022, closing a stake of 722 shares — an estimated $13K sold.

BerganKDV Wealth Management first reported a position in DOC in Q3 2019 and held it in 12 quarters. The position peaked at $13K in Q2 2022. 355 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

BerganKDV Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 722 PHYSICIANS REALTY TRUST shares in Q3 2022, an estimated $13K.
BerganKDV Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2019 and held it in 12 quarters.
BerganKDV Wealth Management's PHYSICIANS REALTY TRUST position peaked at $13K in Q2 2022.
355 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.