FWM
DOC

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

FFT 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
2021
Q3 		– Sell
-930
Closed -$17K – 261
2021
Q2 		$17K Buy
+930
New +$17.3K ﹤0.01% 214

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FFT Wealth Management's DOC Position: Q3 2021 in Review

FFT Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2021, closing a stake of 930 shares — an estimated $17K sold.

FFT Wealth Management first reported a position in DOC in Q2 2021 and held it in 1 quarter. The position peaked at $17K in Q2 2021. 339 funds tracked by Wall St. Rank hold DOC as of Q3 2021.

  • FFT Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2021 after selling out during the quarter.
  • FFT Wealth Management sold 930 PHYSICIANS REALTY TRUST shares in Q3 2021, an estimated $17K.
  • FFT Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2021 and held it in 1 quarter.
  • FFT Wealth Management's PHYSICIANS REALTY TRUST position peaked at $17K in Q2 2021.
  • 339 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.