FAG
DOC

Fortitude Advisory Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-126
Closed -$2K – 1467
2022
Q1 		$2K Hold
126
– – ﹤0.01% 1398
2021
Q4 		$2K Buy
+126
New +$2.32K ﹤0.01% 1429

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
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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fortitude Advisory Group's DOC Position: Q2 2022 in Review

Fortitude Advisory Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2022, closing a stake of 126 shares — an estimated $2K sold.

Fortitude Advisory Group first reported a position in DOC in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 349 funds tracked by Wall St. Rank hold DOC as of Q2 2022.

  • Fortitude Advisory Group reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 126 PHYSICIANS REALTY TRUST shares in Q2 2022, an estimated $2K.
  • Fortitude Advisory Group first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's PHYSICIANS REALTY TRUST position peaked at $2K in Q1 2022.
  • 349 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.