CIA
DOC

CSat Investment Advisory’s PHYSICIANS REALTY TRUST DOC Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-811
Closed -$15K – 1090
2020
Q3 		$15K Buy
811
+102
+14% +$1.82K ﹤0.01% 956
2020
Q2 		$12K Buy
+709
New +$11.6K ﹤0.01% 1005

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 $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's DOC Position: Q4 2020 in Review

CSat Investment Advisory sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2020, closing a stake of 811 shares — an estimated $15K sold.

CSat Investment Advisory first reported a position in DOC in Q2 2020 and held it in 2 quarters. The position peaked at $15K in Q3 2020. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2020.

  • CSat Investment Advisory reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 811 PHYSICIANS REALTY TRUST shares in Q4 2020, an estimated $15K.
  • CSat Investment Advisory first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's PHYSICIANS REALTY TRUST position peaked at $15K in Q3 2020.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.