Edge Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Edge Wealth 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
2020 Q3	–	Sell	-300	Closed	-$5K	–	697
2020 Q2	$5K	Hold	300	–	–	﹤0.01%	567
2020 Q1	$4K	Hold	300	–	–	﹤0.01%	511
2019 Q4	$6K	Hold	300	–	–	﹤0.01%	482
2019 Q3	$5K	Hold	300	–	–	﹤0.01%	488
2019 Q2	$5K	Hold	300	–	–	﹤0.01%	493
2019 Q1	$6K	Hold	300	–	–	﹤0.01%	459
2018 Q4	$5K	Hold	300	–	–	﹤0.01%	479
2018 Q3	$5K	Hold	300	–	–	﹤0.01%	516
2018 Q2	$5K	Hold	300	–	–	﹤0.01%	500
2018 Q1	$5K	Hold	300	–	–	﹤0.01%	465
2017 Q4	$5K	Hold	300	–	–	﹤0.01%	453
2017 Q3	$5K	Hold	300	–	–	﹤0.01%	447
2017 Q2	$6K	Hold	300	–	–	﹤0.01%	430
2017 Q1	$6K	Hold	300	–	–	﹤0.01%	410
2016 Q4	$6K	Hold	300	–	–	﹤0.01%	390
2016 Q3	$6K	Hold	300	–	–	﹤0.01%	388
2016 Q2	$6K	Hold	300	–	–	﹤0.01%	362
2016 Q1	$6K	Buy	+300	New	+$5.17K	﹤0.01%	339

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Edge Wealth Management's DOC Position: Q3 2020 in Review

Edge Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2020, closing a stake of 300 shares — an estimated $5K sold.

Edge Wealth Management first reported a position in DOC in Q1 2016 and held it in 18 quarters. The position peaked at $6K in Q4 2019. 330 funds tracked by Wall St. Rank hold DOC as of Q3 2020.

Edge Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 300 PHYSICIANS REALTY TRUST shares in Q3 2020, an estimated $5K.
Edge Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2016 and held it in 18 quarters.
Edge Wealth Management's PHYSICIANS REALTY TRUST position peaked at $6K in Q4 2019.
330 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.