EIP
DOC

Epoch Investment Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Epoch Investment 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
Q4 		– Sell
-533,706
Closed -$6.51M – 440
2023
Q3 		$6.51M Sell
533,706
-484,408
-48% -$6.7M 0.04% 283
2023
Q2 		$14.2M Buy
1,018,114
+2,057
+0.2% +$29.2K 0.08% 225
2023
Q1 		$15.2M Buy
+1,016,057
New +$15.3M 0.09% 215
2021
Q2 		– Sell
-352,822
Closed -$6.23M – 354
2021
Q1 		$6.23M Sell
352,822
-223,076
-39% -$3.96M 0.03% 273
2020
Q4 		$10.3M Sell
575,898
-18,492
-3% -$331K 0.05% 228
2020
Q3 		$10.6M Buy
594,390
+173,243
+41% +$3.09M 0.05% 211
2020
Q2 		$7.38M Buy
+421,147
New +$6.87M 0.04% 227
2018
Q2 		– Sell
-1,796,259
Closed -$28M – 343
2018
Q1 		$28M Buy
1,796,259
+48,202
+3% +$756K 0.1% 156
2017
Q4 		$31.4M Buy
1,748,057
+203,086
+13% +$3.64M 0.1% 147
2017
Q3 		$27.4M Buy
1,544,971
+303,967
+24% +$5.61M 0.09% 161
2017
Q2 		$25M Buy
+1,241,004
New +$25.2M 0.08% 171

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

Epoch Investment Partners's DOC Position: Q4 2023 in Review

Epoch Investment Partners sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 533,706 shares — an estimated $6.51M sold.

Epoch Investment Partners first reported a position in DOC in Q2 2017 and held it in 11 quarters. The position peaked at $31.4M in Q4 2017. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Epoch Investment Partners reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • Epoch Investment Partners sold 533,706 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $6.51M.
  • Epoch Investment Partners first reported a position in PHYSICIANS REALTY TRUST in Q2 2017 and held it in 11 quarters.
  • Epoch Investment Partners's PHYSICIANS REALTY TRUST position peaked at $31.4M in Q4 2017.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Epoch Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.