Howe & Rusling’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Howe & Rusling’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
2021 Q3	–	Sell	-183	Closed	-$3K	–	1059
2021 Q2	$3K	Hold	183	–	–	﹤0.01%	774
2021 Q1	$3K	Sell	183 -45	-20%	-$799	﹤0.01%	774
2020 Q4	$4K	Hold	228	–	–	﹤0.01%	703
2020 Q3	$4K	Sell	228 -57	-20%	-$1.01K	﹤0.01%	627
2020 Q2	$5K	Buy	+285	New	+$4.65K	﹤0.01%	548
2019 Q1	–	Sell	-350	Closed	-$6K	–	946
2018 Q4	$6K	Hold	350	–	–	﹤0.01%	529
2018 Q3	$6K	Hold	350	–	–	﹤0.01%	594
2018 Q2	$6K	Sell	350 -150	-30%	-$2.27K	﹤0.01%	542
2018 Q1	$8K	Hold	500	–	–	﹤0.01%	541
2017 Q4	$9K	Hold	500	–	–	﹤0.01%	490
2017 Q3	$9K	Hold	500	–	–	﹤0.01%	511
2017 Q2	$10K	Hold	500	–	–	﹤0.01%	495
2017 Q1	$10K	Hold	500	–	–	﹤0.01%	515
2016 Q4	$9K	Hold	500	–	–	﹤0.01%	540
2016 Q3	$11K	Hold	500	–	–	﹤0.01%	502
2016 Q2	$11K	Hold	500	–	–	﹤0.01%	478
2016 Q1	$9K	Hold	500	–	–	﹤0.01%	563
2015 Q4	$8K	Hold	500	–	–	﹤0.01%	558
2015 Q3	$8K	Hold	500	–	–	﹤0.01%	557
2015 Q2	$8K	Buy	500 +150	+43%	+$2.48K	﹤0.01%	567
2015 Q1	$6K	Hold	350	–	–	﹤0.01%	598
2014 Q4	$6K	Hold	350	–	–	﹤0.01%	603
2014 Q3	$5K	Buy	+350	New	+$5K	﹤0.01%	628

Other funds holding DOC

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Howe & Rusling's DOC Position: Q3 2021 in Review

Howe & Rusling sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2021, closing a stake of 183 shares — an estimated $3K sold.

Howe & Rusling first reported a position in DOC in Q3 2014 and held it in 23 quarters. The position peaked at $11K in Q3 2016. 339 funds tracked by Wall St. Rank hold DOC as of Q3 2021.

Howe & Rusling reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2021 after selling out during the quarter.
Howe & Rusling sold 183 PHYSICIANS REALTY TRUST shares in Q3 2021, an estimated $3K.
Howe & Rusling first reported a position in PHYSICIANS REALTY TRUST in Q3 2014 and held it in 23 quarters.
Howe & Rusling's PHYSICIANS REALTY TRUST position peaked at $11K in Q3 2016.
339 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2021.

Based on Howe & Rusling's 13F filing for Q3 2021, filed 15 Nov 2021.