FCA
DOC

Fortis Capital Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Fortis Capital Advisors’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
Q1 		– Sell
-800
Closed -$11.6K – 783
2022
Q4 		$11.6K Buy
+800
New +$11.6K 0.01% 465

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Fortis Capital Advisors's DOC Position: Q1 2023 in Review

Fortis Capital Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2023, closing a stake of 800 shares — an estimated $11.6K sold.

Fortis Capital Advisors first reported a position in DOC in Q4 2022 and held it in 1 quarter. The position peaked at $11.6K in Q4 2022. 360 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

  • Fortis Capital Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 800 PHYSICIANS REALTY TRUST shares in Q1 2023, an estimated $11.6K.
  • Fortis Capital Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and held it in 1 quarter.
  • Fortis Capital Advisors's PHYSICIANS REALTY TRUST position peaked at $11.6K in Q4 2022.
  • 360 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.