CRIM
DOC

Castle Ridge Investment Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Castle Ridge Investment Management’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
2017
Q3 		– Sell
-532,000
Closed -$10.7M – 39
2017
Q2 		$10.7M Buy
+532,000
New +$10.8M 3.91% 7
2016
Q3 		– Sell
-235,000
Closed -$4.94M – 53
2016
Q2 		$4.94M Buy
+235,000
New +$4.51M 2.88% 11

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Castle Ridge Investment Management's DOC Position: Q3 2017 in Review

Castle Ridge Investment Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2017, closing a stake of 532,000 shares — an estimated $10.7M sold.

Castle Ridge Investment Management first reported a position in DOC in Q2 2016 and held it in 2 quarters. The position peaked at $10.7M in Q2 2017. 239 funds tracked by Wall St. Rank hold DOC as of Q3 2017.

  • Castle Ridge Investment Management reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2017 after selling out during the quarter.
  • Castle Ridge Investment Management sold 532,000 PHYSICIANS REALTY TRUST shares in Q3 2017, an estimated $10.7M.
  • Castle Ridge Investment Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2016 and held it in 2 quarters.
  • Castle Ridge Investment Management's PHYSICIANS REALTY TRUST position peaked at $10.7M in Q2 2017.
  • 239 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2017.

Based on Castle Ridge Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.