EP
DOC

Edgestream Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Edgestream Partners’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
Q2 		– Sell
-40,984
Closed -$612K – 958
2023
Q1 		$612K Buy
40,984
+7,340
+22% +$111K 0.07% 372
2022
Q4 		$487K Buy
+33,644
New +$489K 0.05% 371

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Edgestream Partners's DOC Position: Q2 2023 in Review

Edgestream Partners sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2023, closing a stake of 40,984 shares — an estimated $612K sold.

Edgestream Partners first reported a position in DOC in Q4 2022 and held it in 2 quarters. The position peaked at $612K in Q1 2023. 352 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

  • Edgestream Partners reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2023 after selling out during the quarter.
  • Edgestream Partners sold 40,984 PHYSICIANS REALTY TRUST shares in Q2 2023, an estimated $612K.
  • Edgestream Partners first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and held it in 2 quarters.
  • Edgestream Partners's PHYSICIANS REALTY TRUST position peaked at $612K in Q1 2023.
  • 352 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2023.

Based on Edgestream Partners's 13F filing for Q2 2023, filed 10 Aug 2023.