HF
DOC

Halpern Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Halpern Financial’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
Q3 		– Sell
-104
Closed -$1.81K – 336
2022
Q2 		$1.81K Buy
+104
New +$1.84K ﹤0.01% 246

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Halpern Financial's DOC Position: Q3 2022 in Review

Halpern Financial sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2022, closing a stake of 104 shares — an estimated $1.81K sold.

Halpern Financial first reported a position in DOC in Q2 2022 and held it in 1 quarter. The position peaked at $1.81K in Q2 2022. 355 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

  • Halpern Financial reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 104 PHYSICIANS REALTY TRUST shares in Q3 2022, an estimated $1.81K.
  • Halpern Financial first reported a position in PHYSICIANS REALTY TRUST in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's PHYSICIANS REALTY TRUST position peaked at $1.81K in Q2 2022.
  • 355 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.