DIA
DOC

Dean Investment Associates’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Dean Investment Associates’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
Q4 		– Sell
-332,798
Closed -$4.06M – 216
2023
Q3 		$4.06M Sell
332,798
-34,604
-9% -$478K 0.67% 55
2023
Q2 		$5.14M Sell
367,402
-35,681
-9% -$507K 0.84% 32
2023
Q1 		$6.02M Buy
+403,083
New +$6.08M 0.96% 22

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dean Investment Associates's DOC Position: Q4 2023 in Review

Dean Investment Associates sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 332,798 shares — an estimated $4.06M sold.

Dean Investment Associates first reported a position in DOC in Q1 2023 and held it in 3 quarters. The position peaked at $6.02M in Q1 2023. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Dean Investment Associates reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • Dean Investment Associates sold 332,798 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $4.06M.
  • Dean Investment Associates first reported a position in PHYSICIANS REALTY TRUST in Q1 2023 and held it in 3 quarters.
  • Dean Investment Associates's PHYSICIANS REALTY TRUST position peaked at $6.02M in Q1 2023.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Dean Investment Associates's 13F filing for Q4 2023, filed 9 Feb 2024.