Capital Financial Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Capital Financial Services’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 Q4	$324K	Hold	22,400	–	–	0.45%	54
2022 Q3	$337K	Sell	22,400 -100	-0.4%	-$1.69K	0.5%	51
2022 Q2	$393K	Sell	22,500 -1,500	-6%	-$26.5K	0.55%	45
2022 Q1	$421K	Hold	24,000	–	–	0.5%	50
2021 Q4	$452K	Sell	24,000 -1,000	-4%	-$18.4K	0.49%	51
2021 Q3	$441K	Hold	25,000	–	–	0.54%	49
2021 Q2	$462K	Sell	25,000 -950	-4%	-$17.7K	0.59%	42
2021 Q1	$459K	Hold	25,950	–	–	0.61%	43
2020 Q4	$462K	Buy	+25,950	New	+$465K	0.64%	42

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

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

Capital Financial Services's DOC Position: Q4 2022 in Review

Capital Financial Services held its PHYSICIANS REALTY TRUST (DOC) position steady in Q4 2022 at 22,400 shares worth $324K. The position accounts for 0.45% of the portfolio, ranked #54.

Capital Financial Services first reported a position in DOC in Q4 2020 and has held it in 9 quarters since. The position peaked at $462K in Q2 2021. 357 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

Capital Financial Services held 22,400 shares of PHYSICIANS REALTY TRUST worth $324K as of Q4 2022.
Capital Financial Services left its PHYSICIANS REALTY TRUST share count unchanged in Q4 2022.
PHYSICIANS REALTY TRUST made up 0.45% of Capital Financial Services's portfolio in Q4 2022, its #54 holding.
Capital Financial Services first reported a position in PHYSICIANS REALTY TRUST in Q4 2020 and has held it in 9 quarters since.
Capital Financial Services's PHYSICIANS REALTY TRUST position peaked at $462K in Q2 2021.
357 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.