Fidelity Investments
DOC

Fidelity Investments’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Fidelity Investments’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
2024
Q1 		– Sell
-29,391
Closed -$391K – 5856
2023
Q4 		$391K Buy
29,391
+19,112
+186% +$227K ﹤0.01% 2753
2023
Q3 		$125K Buy
10,279
+1,503
+17% +$20.8K ﹤0.01% 3024
2023
Q2 		$123K Sell
8,776
-4,727
-35% -$67.2K ﹤0.01% 3098
2023
Q1 		$202K Buy
13,503
+1,178
+10% +$17.8K ﹤0.01% 2977
2022
Q4 		$178K Sell
12,325
-93
-0.7% -$1.35K ﹤0.01% 3039
2022
Q3 		$186K Buy
12,418
+1,893
+18% +$32K ﹤0.01% 3068
2022
Q2 		$185K Buy
10,525
+2,214
+27% +$39.1K ﹤0.01% 3145
2022
Q1 		$146K Buy
8,311
+1,497
+22% +$26.3K ﹤0.01% 3327
2021
Q4 		$128K Buy
6,814
+4,307
+172% +$79.4K ﹤0.01% 3036
2021
Q3 		$44K Sell
2,507
-38,886
-94% -$719K ﹤0.01% 3243
2021
Q2 		$765K Buy
41,393
+927
+2% +$17.2K ﹤0.01% 2712
2021
Q1 		$715K Buy
40,466
+947
+2% +$16.8K ﹤0.01% 2637
2020
Q4 		$703K Sell
39,519
-1,472
-4% -$26.4K ﹤0.01% 2593
2020
Q3 		$733K Buy
40,991
+204
+0.5% +$3.63K ﹤0.01% 2471
2020
Q2 		$714K Sell
40,787
-1,358
-3% -$22.1K ﹤0.01% 2454
2020
Q1 		$587K Sell
42,145
-83,612
-66% -$1.54M ﹤0.01% 2409
2019
Q4 		$2.38M Buy
125,757
+665
+0.5% +$12.2K ﹤0.01% 2216
2019
Q3 		$2.22M Sell
125,092
-2,724
-2% -$47.3K ﹤0.01% 2246
2019
Q2 		$2.23M Sell
127,816
-6,812
-5% -$124K ﹤0.01% 2300
2019
Q1 		$2.53M Sell
134,628
-23,784
-15% -$424K ﹤0.01% 2242
2018
Q4 		$2.54M Sell
158,412
-146,610
-48% -$2.46M ﹤0.01% 2229
2018
Q3 		$5.14M Buy
305,022
+69
+0% +$1.14K ﹤0.01% 2153
2018
Q2 		$4.86M Sell
304,953
-63,960
-17% -$967K ﹤0.01% 2160
2018
Q1 		$5.74M Sell
368,913
-5,200
-1% -$81.5K ﹤0.01% 2120
2017
Q4 		$6.73M Sell
374,113
-90,387
-19% -$1.62M ﹤0.01% 2077
2017
Q3 		$8.24M Sell
464,500
-160,806
-26% -$2.97M ﹤0.01% 2009
2017
Q2 		$12.6M Sell
625,306
-159,850
-20% -$3.25M ﹤0.01% 1862
2017
Q1 		$15.6M Buy
785,156
+155,900
+25% +$2.98M ﹤0.01% 1795
2016
Q4 		$11.9M Sell
629,256
-9,944
-2% -$188K ﹤0.01% 1897
2016
Q3 		$13.8M Buy
639,200
+138,800
+28% +$2.93M ﹤0.01% 1860
2016
Q2 		$10.5M Buy
+500,400
New +$9.59M ﹤0.01% 1940

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Fidelity Investments's DOC Position: Q1 2024 in Review

Fidelity Investments sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 29,391 shares — an estimated $391K sold.

Fidelity Investments first reported a position in DOC in Q2 2016 and held it in 31 quarters. The position peaked at $15.6M in Q1 2017. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Fidelity Investments reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 29,391 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $391K.
  • Fidelity Investments first reported a position in PHYSICIANS REALTY TRUST in Q2 2016 and held it in 31 quarters.
  • Fidelity Investments's PHYSICIANS REALTY TRUST position peaked at $15.6M in Q1 2017.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.