CPG
DOC

Cornerstone Planning Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-62
Closed -$867 – 1323
2023
Q2 		$867 Buy
+62
New +$881 ﹤0.01% 1388
2022
Q4 		$930 Buy
+62
New +$901 ﹤0.01% 1374

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Planning Group's DOC Position: Q3 2023 in Review

Cornerstone Planning Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2023, closing a stake of 62 shares — an estimated $867 sold.

Cornerstone Planning Group first reported a position in DOC in Q4 2022 and held it in 2 quarters. The position peaked at $930 in Q4 2022. 361 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • Cornerstone Planning Group reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 62 PHYSICIANS REALTY TRUST shares in Q3 2023, an estimated $867.
  • Cornerstone Planning Group first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and held it in 2 quarters.
  • Cornerstone Planning Group's PHYSICIANS REALTY TRUST position peaked at $930 in Q4 2022.
  • 361 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2023.

Based on Cornerstone Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.