Geode Capital Management
DOC

Geode Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Geode Capital Management’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
-5,790,536
Closed -$77.1M – 4737
2023
Q4 		$77.1M Buy
5,790,536
+229,645
+4% +$2.73M 0.01% 1036
2023
Q3 		$67.8M Buy
5,560,891
+223,440
+4% +$3.09M 0.01% 1020
2023
Q2 		$74.7M Buy
5,337,451
+407,885
+8% +$5.8M 0.01% 970
2023
Q1 		$73.6M Buy
4,929,566
+169,830
+4% +$2.56M 0.01% 927
2022
Q4 		$68.9M Buy
4,759,736
+172,381
+4% +$2.5M 0.01% 933
2022
Q3 		$69M Buy
4,587,355
+43,009
+0.9% +$726K 0.01% 870
2022
Q2 		$79.3M Buy
4,544,346
+17,308
+0.4% +$306K 0.01% 822
2022
Q1 		$79.4M Buy
4,527,038
+142,427
+3% +$2.5M 0.01% 917
2021
Q4 		$82.6M Buy
4,384,611
+230,048
+6% +$4.24M 0.01% 940
2021
Q3 		$73.2M Sell
4,154,563
-104,152
-2% -$1.93M 0.01% 984
2021
Q2 		$78.7M Buy
4,258,715
+216,971
+5% +$4.04M 0.01% 946
2021
Q1 		$71.4M Buy
4,041,744
+276,842
+7% +$4.91M 0.01% 956
2020
Q4 		$67M Buy
3,764,902
+732,486
+24% +$13.1M 0.01% 910
2020
Q3 		$54.3M Buy
3,032,416
+26,035
+0.9% +$464K 0.01% 867
2020
Q2 		$52.7M Buy
3,006,381
+269,715
+10% +$4.4M 0.01% 869
2020
Q1 		$38.1M Buy
2,736,666
+263,729
+11% +$4.85M 0.01% 910
2019
Q4 		$46.8M Buy
2,472,937
+188,175
+8% +$3.45M 0.01% 986
2019
Q3 		$40.6M Buy
2,284,762
+17,581
+0.8% +$305K 0.01% 1002
2019
Q2 		$39.5M Buy
2,267,181
+181,107
+9% +$3.29M 0.01% 1024
2019
Q1 		$39.2M Buy
2,086,074
+135,774
+7% +$2.42M 0.01% 968
2018
Q4 		$31.3M Buy
1,950,300
+182,889
+10% +$3.06M 0.01% 986
2018
Q3 		$29.8M Buy
1,767,411
+48,134
+3% +$798K 0.01% 1130
2018
Q2 		$27.4M Buy
1,719,277
+205,917
+14% +$3.11M 0.01% 1119
2018
Q1 		$23.6M Buy
1,513,360
+43,219
+3% +$678K 0.01% 1148
2017
Q4 		$26.4M Buy
1,470,141
+6,863
+0.5% +$123K 0.01% 1073
2017
Q3 		$25.9M Buy
1,463,278
+207,565
+17% +$3.83M 0.01% 1049
2017
Q2 		$25.3M Buy
1,255,713
+117,617
+10% +$2.39M 0.01% 1016
2017
Q1 		$22.6M Buy
1,138,096
+133,036
+13% +$2.54M 0.01% 1050
2016
Q4 		$19.1M Buy
1,005,060
+68,423
+7% +$1.3M 0.01% 1120
2016
Q3 		$20.2M Buy
936,637
+54,376
+6% +$1.15M 0.01% 991
2016
Q2 		$18.5M Buy
882,261
+231,663
+36% +$4.44M 0.01% 994
2016
Q1 		$12.1K Buy
650,598
+127,402
+24% +$2.2M 0.01% 1261
2015
Q4 		$8.82M Buy
523,196
+68,908
+15% +$1.1M 0.01% 1459
2015
Q3 		$6.86M Buy
454,288
+3,392
+0.8% +$52.1K ﹤0.01% 1616
2015
Q2 		$6.92M Buy
450,896
+84,960
+23% +$1.41M ﹤0.01% 1683
2015
Q1 		$6.44M Buy
365,936
+125,421
+52% +$2.12M ﹤0.01% 1709
2014
Q4 		$3.99M Buy
240,515
+26,070
+12% +$398K ﹤0.01% 1960
2014
Q3 		$2.94M Buy
214,445
+51,060
+31% +$730K ﹤0.01% 2132
2014
Q2 		$2.35M Buy
163,385
+38,509
+31% +$526K ﹤0.01% 2274
2014
Q1 		$1.74M Buy
124,876
+3,705
+3% +$48.2K ﹤0.01% 2420
2013
Q4 		$1.54M Buy
121,171
+63,935
+112% +$789K ﹤0.01% 2453
2013
Q3 		$694K Buy
+57,236
New +$668K ﹤0.01% 2783

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

Geode Capital Management's DOC Position: Q1 2024 in Review

Geode Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 5,790,536 shares — an estimated $77.1M sold.

Geode Capital Management first reported a position in DOC in Q3 2013 and held it in 42 quarters. The position peaked at $82.6M in Q4 2021. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Geode Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Geode Capital Management sold 5,790,536 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $77.1M.
  • Geode Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2013 and held it in 42 quarters.
  • Geode Capital Management's PHYSICIANS REALTY TRUST position peaked at $82.6M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Geode Capital Management's 13F filing for Q1 2024, filed 13 May 2024.