Charter Oak Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Charter Oak Capital 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
2022 Q3	–	Sell	-1,150	Closed	-$20K	–	985
2022 Q2	$20K	Hold	1,150	–	–	﹤0.01%	478
2022 Q1	$20K	Sell	1,150 -275	-19%	-$4.83K	﹤0.01%	523
2021 Q4	$27K	Hold	1,425	–	–	﹤0.01%	456
2021 Q3	$25K	Hold	1,425	–	–	﹤0.01%	432
2021 Q2	$26K	Hold	1,425	–	–	﹤0.01%	412
2021 Q1	$25K	Buy	1,425 +893	+168%	+$15.8K	﹤0.01%	406
2020 Q4	$9K	Buy	+532	New	+$9.52K	﹤0.01%	536

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

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

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

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

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

Charter Oak Capital Management's DOC Position: Q3 2022 in Review

Charter Oak Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2022, closing a stake of 1,150 shares — an estimated $20K sold.

Charter Oak Capital Management first reported a position in DOC in Q4 2020 and held it in 7 quarters. The position peaked at $27K in Q4 2021. 355 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

Charter Oak Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 1,150 PHYSICIANS REALTY TRUST shares in Q3 2022, an estimated $20K.
Charter Oak Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's PHYSICIANS REALTY TRUST position peaked at $27K in Q4 2021.
355 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.