I
DOC

InceptionR’s PHYSICIANS REALTY TRUST DOC Stock Holding History

InceptionR’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
-16,052
Closed -$221K – 612
2023
Q2 		$221K Buy
+16,052
New +$228K 0.12% 348
2023
Q1 		– Sell
-17,290
Closed -$250K – 630
2022
Q4 		$250K Buy
+17,290
New +$251K 0.13% 312

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

InceptionR's DOC Position: Q3 2023 in Review

InceptionR sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2023, closing a stake of 16,052 shares — an estimated $221K sold.

InceptionR first reported a position in DOC in Q4 2022 and held it in 2 quarters. The position peaked at $250K in Q4 2022. 361 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • InceptionR reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2023 after selling out during the quarter.
  • InceptionR sold 16,052 PHYSICIANS REALTY TRUST shares in Q3 2023, an estimated $221K.
  • InceptionR first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and held it in 2 quarters.
  • InceptionR's PHYSICIANS REALTY TRUST position peaked at $250K in Q4 2022.
  • 361 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2023.

Based on InceptionR's 13F filing for Q3 2023, filed 14 Nov 2023.