HFS
DOC

HL Financial Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

HL 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
2019
Q1 		$712K Sell
37,853
-7,075
-16% -$126K 0.01% 431
2018
Q4 		$720K Sell
44,928
-377
-0.8% -$6.32K 0.01% 416
2018
Q3 		$764K Sell
45,305
-5,666
-11% -$93.9K 0.01% 432
2018
Q2 		$812K Sell
50,971
-5,011
-9% -$75.8K 0.01% 404
2018
Q1 		$872K Buy
+55,982
New +$878K 0.02% 385
2016
Q3 		– Sell
-13,847
Closed -$291K – 705
2016
Q2 		$291K Buy
13,847
+400
+3% +$7.67K 0.01% 540
2016
Q1 		$250K Sell
13,447
-40,051
-75% -$690K 0.01% 565
2015
Q4 		$902K Buy
53,498
+41,430
+343% +$659K 0.02% 326
2015
Q3 		$182K Sell
12,068
-50,420
-81% -$775K 0.01% 609
2015
Q2 		$960K Buy
62,488
+8,428
+16% +$140K 0.03% 317
2015
Q1 		$952K Sell
54,060
-6,375
-11% -$108K 0.03% 307
2014
Q4 		$1M Buy
60,435
+2,587
+4% +$39.5K 0.03% 269
2014
Q3 		$794K Buy
57,848
+10,077
+21% +$144K 0.02% 309
2014
Q2 		$687K Buy
47,771
+16,444
+52% +$225K 0.02% 347
2014
Q1 		$436K Sell
31,327
-118
-0.4% -$1.53K 0.01% 434
2013
Q4 		$401K Buy
+31,445
New +$388K 0.01% 439

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HL Financial Services's DOC Position: Q1 2019 in Review

HL Financial Services reduced its PHYSICIANS REALTY TRUST (DOC) stake by 16% in Q1 2019, selling an estimated $126K and leaving 37,853 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #431.

HL Financial Services first reported a position in DOC in Q4 2013 and has held it in 16 quarters since. The position peaked at $1M in Q4 2014. 272 funds tracked by Wall St. Rank hold DOC as of Q1 2019.

  • HL Financial Services held 37,853 shares of PHYSICIANS REALTY TRUST worth $712K as of Q1 2019.
  • HL Financial Services sold 7,075 PHYSICIANS REALTY TRUST shares in Q1 2019, an estimated $126K.
  • PHYSICIANS REALTY TRUST made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #431 holding.
  • HL Financial Services first reported a position in PHYSICIANS REALTY TRUST in Q4 2013 and has held it in 16 quarters since.
  • HL Financial Services's PHYSICIANS REALTY TRUST position peaked at $1M in Q4 2014.
  • 272 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.