ClearBridge Investments
DOC

ClearBridge Investments’s PHYSICIANS REALTY TRUST DOC Stock Holding History

ClearBridge Investments’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
Q4 		– Sell
-781,375
Closed -$11.8M – 768
2022
Q3 		$11.8M Sell
781,375
-199,532
-20% -$3.37M 0.01% 499
2022
Q2 		$17.1M Buy
980,907
+59,631
+6% +$1.05M 0.02% 458
2022
Q1 		$16.2M Buy
921,276
+7,746
+0.8% +$136K 0.01% 505
2021
Q4 		$17.2M Sell
913,530
-31,492
-3% -$580K 0.01% 507
2021
Q3 		$16.7M Sell
945,022
-86,184
-8% -$1.59M 0.01% 521
2021
Q2 		$19M Sell
1,031,206
-4,376
-0.4% -$81.4K 0.01% 522
2021
Q1 		$18.3M Buy
1,035,582
+169,836
+20% +$3.01M 0.01% 505
2020
Q4 		$15.4M Sell
865,746
-374,339
-30% -$6.7M 0.01% 519
2020
Q3 		$22.2M Sell
1,240,085
-5,593
-0.4% -$99.6K 0.02% 410
2020
Q2 		$21.8M Buy
1,245,678
+64,780
+5% +$1.06M 0.02% 397
2020
Q1 		$16.5M Buy
1,180,898
+1,179,898
+117,990% +$21.7M 0.02% 397
2019
Q4 		$18K Hold
1,000
– – ﹤0.01% 967
2019
Q3 		$18K Sell
1,000
-500
-33% -$8.68K ﹤0.01% 953
2019
Q2 		$26K Sell
1,500
-200
-12% -$3.64K ﹤0.01% 923
2019
Q1 		$32K Hold
1,700
– – ﹤0.01% 894
2018
Q4 		$27K Hold
1,700
– – ﹤0.01% 935
2018
Q3 		$29K Hold
1,700
– – ﹤0.01% 978
2018
Q2 		$27K Buy
1,700
+500
+42% +$7.56K ﹤0.01% 952
2018
Q1 		$19K Buy
1,200
+500
+71% +$7.84K ﹤0.01% 985
2017
Q4 		$13K Hold
700
– – ﹤0.01% 1032
2017
Q3 		$12K Hold
700
– – ﹤0.01% 1086
2017
Q2 		$14K Buy
+700
New +$14.2K ﹤0.01% 1084

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

ClearBridge Investments's DOC Position: Q4 2022 in Review

ClearBridge Investments sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2022, closing a stake of 781,375 shares — an estimated $11.8M sold.

ClearBridge Investments first reported a position in DOC in Q2 2017 and held it in 22 quarters. The position peaked at $22.2M in Q3 2020. 356 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

  • ClearBridge Investments reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2022 after selling out during the quarter.
  • ClearBridge Investments sold 781,375 PHYSICIANS REALTY TRUST shares in Q4 2022, an estimated $11.8M.
  • ClearBridge Investments first reported a position in PHYSICIANS REALTY TRUST in Q2 2017 and held it in 22 quarters.
  • ClearBridge Investments's PHYSICIANS REALTY TRUST position peaked at $22.2M in Q3 2020.
  • 356 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2022.

Based on ClearBridge Investments's 13F filing for Q4 2022, filed 10 Feb 2023.