First Mercantile Trust’s PHYSICIANS REALTY TRUST DOC Stock Holding History

First Mercantile Trust’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	$354K	Sell	20,079 -352	-2%	-$6.51K	0.05%	234
2021 Q2	$378K	Buy	20,431 +3,006	+17%	+$55.9K	0.04%	230
2021 Q1	$307K	Sell	17,425 -461	-3%	-$8.18K	0.04%	288
2020 Q4	$318K	Sell	17,886 -820	-4%	-$14.7K	0.04%	279
2020 Q3	$334K	Sell	18,706 -2,444	-12%	-$43.5K	0.04%	248
2020 Q2	$370K	Sell	21,150 -4,401	-17%	-$71.8K	0.05%	235
2020 Q1	$355K	Buy	25,551 +7,997	+46%	+$147K	0.05%	212
2019 Q4	$332K	Sell	17,554 -794	-4%	-$14.6K	0.04%	307
2019 Q3	$326K	Buy	18,348 +1,323	+8%	+$23K	0.03%	334
2019 Q2	$297K	Sell	17,025 -2,450	-13%	-$44.6K	0.03%	318
2019 Q1	$366K	Sell	19,475 -1,125	-5%	-$20K	0.09%	275
2018 Q4	$331K	Sell	20,600 -335	-2%	-$5.61K	0.08%	287
2018 Q3	$352K	Buy	+20,935	New	+$347K	0.07%	335
2015 Q2	–	Sell	-3,857	Closed	-$68K	–	1147
2015 Q1	$68K	Buy	3,857 +1,699	+79%	+$28.7K	0.01%	922
2014 Q4	$36K	Buy	+2,158	New	+$33K	﹤0.01%	981

Other funds holding DOC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Mercantile Trust's DOC Position: Q3 2021 in Review

First Mercantile Trust reduced its PHYSICIANS REALTY TRUST (DOC) stake by 1.7% in Q3 2021, selling an estimated $6.51K and leaving 20,079 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #234.

First Mercantile Trust first reported a position in DOC in Q4 2014 and has held it in 15 quarters since. The position peaked at $378K in Q2 2021. 339 funds tracked by Wall St. Rank hold DOC as of Q3 2021.

First Mercantile Trust held 20,079 shares of PHYSICIANS REALTY TRUST worth $354K as of Q3 2021.
First Mercantile Trust sold 352 PHYSICIANS REALTY TRUST shares in Q3 2021, an estimated $6.51K.
PHYSICIANS REALTY TRUST made up 0.05% of First Mercantile Trust's portfolio in Q3 2021, its #234 holding.
First Mercantile Trust first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and has held it in 15 quarters since.
First Mercantile Trust's PHYSICIANS REALTY TRUST position peaked at $378K in Q2 2021.
339 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.