Edmunds White Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Edmunds White 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
2014 Q3	$6.44M	Sell	469,188 -38,407	-8%	-$549K	9.3%	2
2014 Q2	$7.3M	Buy	507,595 +14,808	+3%	+$202K	12.34%	1
2014 Q1	$6.86M	Sell	492,787 -500	-0.1%	-$6.5K	9.39%	1
2013 Q4	$6.15M	Buy	493,287 +233,752	+90%	+$2.89M	8.45%	3
2013 Q3	$3.15M	Buy	+259,535	New	+$3.03M	5.21%	6

Other funds holding DOC

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SAM

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

BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return

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

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Edmunds White Partners's DOC Position: Q3 2014 in Review

Edmunds White Partners reduced its PHYSICIANS REALTY TRUST (DOC) stake by 7.6% in Q3 2014, selling an estimated $549K and leaving 469,188 shares worth $6.44M. The position accounts for 9.3% of the portfolio, ranked #2.

Edmunds White Partners first reported a position in DOC in Q3 2013 and has held it in 5 quarters since. The position peaked at $7.3M in Q2 2014. 133 funds tracked by Wall St. Rank hold DOC as of Q3 2014.

Edmunds White Partners held 469,188 shares of PHYSICIANS REALTY TRUST worth $6.44M as of Q3 2014.
Edmunds White Partners sold 38,407 PHYSICIANS REALTY TRUST shares in Q3 2014, an estimated $549K.
PHYSICIANS REALTY TRUST made up 9.3% of Edmunds White Partners's portfolio in Q3 2014, its #2 holding.
Edmunds White Partners first reported a position in PHYSICIANS REALTY TRUST in Q3 2013 and has held it in 5 quarters since.
Edmunds White Partners's PHYSICIANS REALTY TRUST position peaked at $7.3M in Q2 2014.
133 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2014.

Based on Edmunds White Partners's 13F filing for Q3 2014, filed 4 Nov 2014.