BMD
DOC

Better Money Decisions’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Better Money Decisions’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
-327
Closed -$6K – 488
2022
Q2 		$6K Buy
+327
New +$5.77K 0.01% 374
2021
Q4 		– Sell
-554
Closed -$10K – 641
2021
Q3 		$10K Sell
554
-115
-17% -$2.13K 0.01% 406
2021
Q2 		$12K Hold
669
– – 0.01% 364
2021
Q1 		$12K Buy
+669
New +$11.9K 0.01% 313

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Better Money Decisions's DOC Position: Q3 2022 in Review

Better Money Decisions sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2022, closing a stake of 327 shares — an estimated $6K sold.

Better Money Decisions first reported a position in DOC in Q1 2021 and held it in 4 quarters. The position peaked at $12K in Q2 2021. 355 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

  • Better Money Decisions reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 327 PHYSICIANS REALTY TRUST shares in Q3 2022, an estimated $6K.
  • Better Money Decisions first reported a position in PHYSICIANS REALTY TRUST in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's PHYSICIANS REALTY TRUST position peaked at $12K in Q2 2021.
  • 355 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.