CCM
DOC

Coe Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Coe 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
2021
Q2 		$222K Hold
12,011
– – 0.21% 88
2021
Q1 		$212K Buy
12,011
+765
+7% +$13.6K 0.21% 87
2020
Q4 		$200K Hold
11,246
– – 0.22% 82
2020
Q3 		$201K Sell
11,246
-260
-2% -$4.63K 0.27% 67
2020
Q2 		$202K Buy
+11,506
New +$188K 0.3% 68

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Coe Capital Management's DOC Position: Q2 2021 in Review

Coe Capital Management held its PHYSICIANS REALTY TRUST (DOC) position steady in Q2 2021 at 12,011 shares worth $222K. The position accounts for 0.21% of the portfolio, ranked #88.

Coe Capital Management first reported a position in DOC in Q2 2020 and has held it in 5 quarters since. 339 funds tracked by Wall St. Rank hold DOC as of Q2 2021.

  • Coe Capital Management held 12,011 shares of PHYSICIANS REALTY TRUST worth $222K as of Q2 2021.
  • Coe Capital Management left its PHYSICIANS REALTY TRUST share count unchanged in Q2 2021.
  • PHYSICIANS REALTY TRUST made up 0.21% of Coe Capital Management's portfolio in Q2 2021, its #88 holding.
  • Coe Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and has held it in 5 quarters since.
  • 339 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2021.

Based on Coe Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.