CAL
DOC

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

Capital Advisors Ltd’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
Q1 		– Sell
-1,774
Closed – – 1668
2022
Q4 		$0 Buy
1,774
+1,708
+2,588% +$24.8K ﹤0.01% 1797
2022
Q3 		$1K Buy
+66
New +$1.11K ﹤0.01% 1201
2022
Q2 		– Sell
-9
Closed – – 1473
2022
Q1 		$0 Buy
+9
New +$158 ﹤0.01% 1334

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Capital Advisors Ltd's DOC Position: Q1 2023 in Review

Capital Advisors Ltd sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2023, closing a stake of 1,774 shares.

Capital Advisors Ltd first reported a position in DOC in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 360 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

  • Capital Advisors Ltd reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,774 PHYSICIANS REALTY TRUST shares in Q1 2023.
  • Capital Advisors Ltd first reported a position in PHYSICIANS REALTY TRUST in Q1 2022 and held it in 3 quarters.
  • Capital Advisors Ltd's PHYSICIANS REALTY TRUST position peaked at $1K in Q3 2022.
  • 360 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.