Cetera Investment Advisers’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Cetera Investment Advisers’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	-13,586	Closed	-$166K	–	2383
2023 Q3	$166K	Buy	13,586 +2,979	+28%	+$41.2K	﹤0.01%	2021
2023 Q2	$148K	Sell	10,607 -369	-3%	-$5.24K	﹤0.01%	2040
2023 Q1	$164K	Sell	10,976 -129,766	-92%	-$1.96M	﹤0.01%	1994
2022 Q4	$2.04M	Buy	+140,742	New	+$2.04M	0.02%	703
2022 Q3	–	Sell	-42,197	Closed	-$736K	–	1907
2022 Q2	$736K	Buy	42,197 +24,419	+137%	+$431K	0.01%	914
2022 Q1	$312K	Buy	17,778 +7,754	+77%	+$136K	﹤0.01%	1455
2021 Q4	$189K	Buy	+10,024	New	+$185K	﹤0.01%	1749

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 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

Cetera Investment Advisers's DOC Position: Q4 2023 in Review

Cetera Investment Advisers sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 13,586 shares — an estimated $166K sold.

Cetera Investment Advisers first reported a position in DOC in Q4 2021 and held it in 7 quarters. The position peaked at $2.04M in Q4 2022. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

Cetera Investment Advisers reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
Cetera Investment Advisers sold 13,586 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $166K.
Cetera Investment Advisers first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 7 quarters.
Cetera Investment Advisers's PHYSICIANS REALTY TRUST position peaked at $2.04M in Q4 2022.
347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Cetera Investment Advisers's 13F filing for Q4 2023, filed 13 Feb 2024.