BCA
DOC

Berman Capital Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$18K Buy
1,043
+327
+46% +$6.05K ﹤0.01% 1025
2021
Q2 		$13K Hold
716
– – ﹤0.01% 1073
2021
Q1 		$12K Hold
716
– – ﹤0.01% 992
2020
Q4 		$12K Hold
716
– – ﹤0.01% 867
2020
Q3 		$12K Buy
716
+339
+90% +$6.04K ﹤0.01% 753
2020
Q2 		$6K Buy
377
+190
+102% +$3.1K ﹤0.01% 962
2020
Q1 		$2K Sell
187
-351
-65% -$6.45K ﹤0.01% 1230
2019
Q4 		$9K Buy
538
+351
+188% +$6.44K ﹤0.01% 811
2019
Q3 		$3K Sell
187
-389
-68% -$6.76K ﹤0.01% 1134
2019
Q2 		$10K Hold
576
– – ﹤0.01% 753
2019
Q1 		$10K Buy
576
+389
+208% +$6.93K ﹤0.01% 674
2018
Q4 		$2K Buy
+187
New +$3.13K ﹤0.01% 931

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's DOC Position: Q3 2021 in Review

Berman Capital Advisors increased its PHYSICIANS REALTY TRUST (DOC) stake by 46% in Q3 2021, buying an estimated $6.05K and bringing the position to 1,043 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Berman Capital Advisors first reported a position in DOC in Q4 2018 and has held it in 12 quarters since. 339 funds tracked by Wall St. Rank hold DOC as of Q3 2021.

  • Berman Capital Advisors held 1,043 shares of PHYSICIANS REALTY TRUST worth $18K as of Q3 2021.
  • Berman Capital Advisors bought 327 PHYSICIANS REALTY TRUST shares in Q3 2021, an estimated $6.05K.
  • PHYSICIANS REALTY TRUST made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1025 holding.
  • Berman Capital Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2018 and has held it in 12 quarters since.
  • 339 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.