Cerity Partners
DOC

Cerity Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-19,912
Closed -$265K 2373
2023
Q4
$265K Buy
+19,912
New +$265K ﹤0.01% 1578
2023
Q3
Sell
-21,965
Closed -$307K 1766
2023
Q2
$307K Buy
21,965
+1,591
+8% +$22.3K ﹤0.01% 1381
2023
Q1
$304K Buy
20,374
+7,599
+59% +$113K ﹤0.01% 1520
2022
Q4
$185K Buy
+12,775
New +$185K ﹤0.01% 1354