Harel Insurance Investments & Financial Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Harel Insurance Investments & Financial Services’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	-650	Closed	-$9K	–	799
2023 Q2	$9K	Hold	650	–	–	﹤0.01%	641
2023 Q1	$10K	Sell	650 -250	-28%	-$3.77K	﹤0.01%	638
2022 Q4	$13K	Sell	900 -200	-18%	-$2.9K	﹤0.01%	618
2022 Q3	$16K	Sell	1,100 -1,000	-48%	-$16.9K	﹤0.01%	624
2022 Q2	$37K	Hold	2,100	–	–	﹤0.01%	557
2022 Q1	$37K	Buy	+2,100	New	+$36.9K	﹤0.01%	567

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's DOC Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2023, closing a stake of 650 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in DOC in Q1 2022 and held it in 6 quarters. The position peaked at $37K in Q2 2022. 361 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

Harel Insurance Investments & Financial Services reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 650 PHYSICIANS REALTY TRUST shares in Q3 2023, an estimated $9K.
Harel Insurance Investments & Financial Services first reported a position in PHYSICIANS REALTY TRUST in Q1 2022 and held it in 6 quarters.
Harel Insurance Investments & Financial Services's PHYSICIANS REALTY TRUST position peaked at $37K in Q2 2022.
361 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.