GWM
DOC

Gupta Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Gupta Wealth 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
2016
Q1 		$6K Hold
322
– – ﹤0.01% 957
2015
Q4 		$5K Hold
322
– – ﹤0.01% 1031
2015
Q3 		$5K Buy
322
+72
+29% +$1.11K ﹤0.01% 1055
2015
Q2 		$4K Buy
+250
New +$4.14K ﹤0.01% 1064

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's DOC Position: Q1 2016 in Review

Gupta Wealth Management held its PHYSICIANS REALTY TRUST (DOC) position steady in Q1 2016 at 322 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Gupta Wealth Management first reported a position in DOC in Q2 2015 and has held it in 4 quarters since. 198 funds tracked by Wall St. Rank hold DOC as of Q1 2016.

  • Gupta Wealth Management held 322 shares of PHYSICIANS REALTY TRUST worth $6K as of Q1 2016.
  • Gupta Wealth Management left its PHYSICIANS REALTY TRUST share count unchanged in Q1 2016.
  • PHYSICIANS REALTY TRUST made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #957 holding.
  • Gupta Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2015 and has held it in 4 quarters since.
  • 198 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.