Harbor Investment Advisory’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Harbor Investment Advisory’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
2023 Q3	–	Sell	-4,344	Closed	-$60.8K	–	1387
2023 Q2	$60.8K	Buy	4,344 +1,016	+31%	+$14.4K	0.01%	656
2023 Q1	$49.7K	Hold	3,328	–	–	0.01%	705
2022 Q4	$48.2K	Hold	3,328	–	–	0.01%	701
2022 Q3	$50K	Hold	3,328	–	–	0.01%	703
2022 Q2	$58K	Hold	3,328	–	–	0.01%	667
2022 Q1	$58K	Hold	3,328	–	–	0.01%	708
2021 Q4	$63K	Hold	3,328	–	–	0.01%	675
2021 Q3	$59K	Hold	3,328	–	–	0.01%	694
2021 Q2	$61K	Hold	3,328	–	–	0.01%	658
2021 Q1	$59K	Hold	3,328	–	–	0.01%	633
2020 Q4	$59K	Buy	3,328 +1,029	+45%	+$18.4K	0.01%	592
2020 Q3	$41K	Buy	2,299 +1,163	+102%	+$20.7K	0.01%	561
2020 Q2	$20K	Buy	1,136 +215	+23%	+$3.51K	﹤0.01%	643
2020 Q1	$13K	Buy	+921	New	+$16.9K	﹤0.01%	682

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harbor Investment Advisory's DOC Position: Q3 2023 in Review

Harbor Investment Advisory sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2023, closing a stake of 4,344 shares — an estimated $60.8K sold.

Harbor Investment Advisory first reported a position in DOC in Q1 2020 and held it in 14 quarters. The position peaked at $63K in Q4 2021. 361 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

Harbor Investment Advisory reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 4,344 PHYSICIANS REALTY TRUST shares in Q3 2023, an estimated $60.8K.
Harbor Investment Advisory first reported a position in PHYSICIANS REALTY TRUST in Q1 2020 and held it in 14 quarters.
Harbor Investment Advisory's PHYSICIANS REALTY TRUST position peaked at $63K in Q4 2021.
361 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.