DADC
DOC

D.A. Davidson & Co’s PHYSICIANS REALTY TRUST DOC Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-13,008
Closed -$246K – 1087
2019
Q4 		$246K Buy
13,008
+212
+2% +$3.89K ﹤0.01% 897
2019
Q3 		$227K Buy
12,796
+12
+0.1% +$208 ﹤0.01% 882
2019
Q2 		$223K Sell
12,784
-1,326
-9% -$24.1K ﹤0.01% 864
2019
Q1 		$265K Buy
14,110
+956
+7% +$17K ﹤0.01% 934
2018
Q4 		$211K Buy
+13,154
New +$220K ﹤0.01% 962
2017
Q3 		– Sell
-1,120
Closed -$22K – 2407
2017
Q2 		$22K Buy
+1,120
New +$22.7K ﹤0.01% 1809

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

D.A. Davidson & Co's DOC Position: Q1 2020 in Review

D.A. Davidson & Co sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2020, closing a stake of 13,008 shares — an estimated $246K sold.

D.A. Davidson & Co first reported a position in DOC in Q2 2017 and held it in 6 quarters. The position peaked at $265K in Q1 2019. 317 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

  • D.A. Davidson & Co reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2020 after selling out during the quarter.
  • D.A. Davidson & Co sold 13,008 PHYSICIANS REALTY TRUST shares in Q1 2020, an estimated $246K.
  • D.A. Davidson & Co first reported a position in PHYSICIANS REALTY TRUST in Q2 2017 and held it in 6 quarters.
  • D.A. Davidson & Co's PHYSICIANS REALTY TRUST position peaked at $265K in Q1 2019.
  • 317 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2020.

Based on D.A. Davidson & Co's 13F filing for Q1 2020, filed 5 May 2020.