GA
DOC

Geneva Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Geneva 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
2017
Q2 		$21.1M Sell
1,047,678
-4,989
-0.5% -$101K 0.36% 69
2017
Q1 		$20.9M Sell
1,052,667
-24,038
-2% -$459K 0.37% 72
2016
Q4 		$20.4M Sell
1,076,705
-55,649
-5% -$1.05M 0.4% 69
2016
Q3 		$24.4M Sell
1,132,354
-1,573
-0.1% -$33.3K 0.46% 70
2016
Q2 		$23.8M Buy
+1,133,927
New +$21.7M 0.47% 67

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneva Advisors's DOC Position: Q2 2017 in Review

Geneva Advisors reduced its PHYSICIANS REALTY TRUST (DOC) stake by 0.47% in Q2 2017, selling an estimated $101K and leaving 1,047,678 shares worth $21.1M. The position accounts for 0.36% of the portfolio, ranked #69.

Geneva Advisors first reported a position in DOC in Q2 2016 and has held it in 5 quarters since. The position peaked at $24.4M in Q3 2016. 258 funds tracked by Wall St. Rank hold DOC as of Q2 2017.

  • Geneva Advisors held 1,047,678 shares of PHYSICIANS REALTY TRUST worth $21.1M as of Q2 2017.
  • Geneva Advisors sold 4,989 PHYSICIANS REALTY TRUST shares in Q2 2017, an estimated $101K.
  • PHYSICIANS REALTY TRUST made up 0.36% of Geneva Advisors's portfolio in Q2 2017, its #69 holding.
  • Geneva Advisors first reported a position in PHYSICIANS REALTY TRUST in Q2 2016 and has held it in 5 quarters since.
  • Geneva Advisors's PHYSICIANS REALTY TRUST position peaked at $24.4M in Q3 2016.
  • 258 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.