Cary Street Partners Investment Advisory’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-260	Closed	-$3.17K	–	1892
2023 Q3	$3.17K	Hold	260	–	–	﹤0.01%	1590
2023 Q2	$3.64K	Hold	260	–	–	﹤0.01%	1484
2023 Q1	$3.88K	Hold	260	–	–	﹤0.01%	1380
2022 Q4	$3.76K	Buy	+260	New	+$3.78K	﹤0.01%	1394

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cary Street Partners Investment Advisory's DOC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 260 shares — an estimated $3.17K sold.

Cary Street Partners Investment Advisory first reported a position in DOC in Q4 2022 and held it in 4 quarters. The position peaked at $3.88K in Q1 2023. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 260 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $3.17K.
Cary Street Partners Investment Advisory first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's PHYSICIANS REALTY TRUST position peaked at $3.88K in Q1 2023.
347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.